Willow Creek Wealth Management’s iShares US Real Estate ETF IYR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,044
Closed -$208K 156
2024
Q3
$208K Sell
2,044
-1,902
-48% -$194K 0.02% 153
2024
Q2
$346K Buy
3,946
+12
+0.3% +$1.05K 0.04% 109
2024
Q1
$354K Buy
+3,934
New +$354K 0.04% 109