Winton Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,378
| Closed | -$257K | – | 1011 |
|
|
2022
Q1 | $257K | Sell |
2,378
-2,716
| -53% | -$294K | 0.01% | 850 |
|
|
2021
Q4 | $592K | Sell |
5,094
-589
| -10% | -$68.5K | 0.04% | 630 |
|
|
2021
Q3 | $582K | Buy |
5,683
+1,483
| +35% | +$152K | 0.03% | 784 |
|
|
2021
Q2 | $428K | Buy |
+4,200
| New | +$428K | 0.02% | 1004 |
|
|
2020
Q2 | – | Sell |
-9,309
| Closed | -$648K | – | 1515 |
|
|
2020
Q1 | $648K | Sell |
9,309
-8,879
| -49% | -$618K | 0.02% | 960 |
|
|
2019
Q4 | $1.69M | Buy |
+18,188
| New | +$1.69M | 0.02% | 860 |
|