de Creative Planning iShares US Real Estate ETF IYR Historial de posiciones en acciones
Compró
Mantenido
Vendió
| Trimestre | Valor de mercado | Estado | Núm. de acciones |
Cambio en la participación | Valor operado | Peso en el portafolio | Posición de la cartera | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | USD 2.14 M | Comprar |
20,899
+7,845
| +60% | +USD 796 k | ﹤0.01% | 2031 |
|
|
2026
Q1 | USD 1.23 M | Comprar |
13,054
+286
| +2% | +USD 27.8 k | ﹤0.01% | 2286 |
|
|
2025
Q4 | USD 1.2 M | Vender |
12,768
-1,201
| -9% | -USD 114 k | ﹤0.01% | 2144 |
|
|
2025
Q3 | USD 1.36 M | Comprar |
13,969
+1,017
| +8% | +USD 97.9 k | ﹤0.01% | 1843 |
|
|
2025
Q2 | USD 1.23 M | Vender |
12,952
-578
| -4% | -USD 53.9 k | ﹤0.01% | 1693 |
|
|
2025
Q1 | USD 1.3 M | Vender |
13,530
-151
| -1% | -USD 14.4 k | ﹤0.01% | 1514 |
|
|
2024
Q4 | USD 1.27 M | Vender |
13,681
-754
| -5% | -USD 74.3 k | ﹤0.01% | 1462 |
|
|
2024
Q3 | USD 1.47 M | Vender |
14,435
-2
| -0% | -USD 193 | ﹤0.01% | 1258 |
|
|
2024
Q2 | USD 1.27 M | Vender |
14,437
-620
| -4% | -USD 53.2 k | ﹤0.01% | 1253 |
|
|
2024
Q1 | USD 1.35 M | Comprar |
15,057
+948
| +7% | +USD 83.8 k | ﹤0.01% | 1147 |
|
|
2023
Q4 | USD 1.29 M | Vender |
14,109
-1,453
| -9% | -USD 119 k | ﹤0.01% | 1108 |
|
|
2023
Q3 | USD 1.22 M | Comprar |
15,562
+1,887
| +14% | +USD 161 k | ﹤0.01% | 1075 |
|
|
2023
Q2 | USD 1.18 M | Comprar |
13,675
+834
| +6% | +USD 70.1 k | ﹤0.01% | 1053 |
|
|
2023
Q1 | USD 1.09 M | Vender |
12,841
-483
| -4% | -USD 42.3 k | ﹤0.01% | 1039 |
|
|
2022
Q4 | USD 1.12 M | Comprar |
13,324
+277
| +2% | +USD 23.3 k | ﹤0.01% | 983 |
|
|
2022
Q3 | USD 1.06 M | Comprar |
13,047
+10
| +0.1% | +USD 947 | ﹤0.01% | 940 |
|
|
2022
Q2 | USD 1.2 M | Comprar |
13,037
+249
| +2% | +USD 24.8 k | ﹤0.01% | 899 |
|
|
2022
Q1 | USD 1.38 M | Comprar |
12,788
+2,020
| +19% | +USD 213 k | ﹤0.01% | 848 |
|
|
2021
Q4 | USD 1.25 M | Vender |
10,768
-24
| -0.2% | -USD 2.63 k | ﹤0.01% | 854 |
|
|
2021
Q3 | USD 1.1 M | Comprar |
10,792
+177
| +2% | +USD 18.8 k | ﹤0.01% | 900 |
|
|
2021
Q2 | USD 1.08 M | Vender |
10,615
-310
| -3% | -USD 30.8 k | ﹤0.01% | 900 |
|
|
2021
Q1 | USD 1 M | Vender |
10,925
-418
| -4% | -USD 36.7 k | ﹤0.01% | 1021 |
|
|
2020
Q4 | USD 972 k | Comprar |
11,343
+72
| +0.6% | +USD 5.99 k | ﹤0.01% | 966 |
|
|
2020
Q3 | USD 900 k | Comprar |
11,271
+841
| +8% | +USD 67.9 k | ﹤0.01% | 847 |
|
|
2020
Q2 | USD 822 k | Comprar |
10,430
+3,640
| +54% | +USD 276 k | ﹤0.01% | 814 |
|
|
2020
Q1 | USD 472 k | Vender |
6,790
-1,408
| -17% | -USD 125 k | ﹤0.01% | 973 |
|
|
2019
Q4 | USD 763 k | Vender |
8,198
-1,574
| -16% | -USD 146 k | ﹤0.01% | 910 |
|
|
2019
Q3 | USD 914 k | Vender |
9,772
-325
| -3% | -USD 29.6 k | ﹤0.01% | 796 |
|
|
2019
Q2 | USD 882 k | Comprar |
10,097
+571
| +6% | +USD 50 k | ﹤0.01% | 807 |
|
|
2019
Q1 | USD 829 k | Vender |
9,526
-1,165
| -11% | -USD 96.3 k | ﹤0.01% | 799 |
|
|
2018
Q4 | USD 801 k | Comprar |
10,691
+1,267
| +13% | +USD 100 k | ﹤0.01% | 759 |
|
|
2018
Q3 | USD 754 k | Vender |
9,424
-484
| -5% | -USD 39.5 k | ﹤0.01% | 875 |
|
|
2018
Q2 | USD 798 k | Vender |
9,908
-6,684
| -40% | -USD 515 k | ﹤0.01% | 871 |
|
|
2018
Q1 | USD 1.25 M | Comprar |
16,592
+6,769
| +69% | +USD 514 k | 0.01% | 618 |
|
|
2017
Q4 | USD 796 k | Comprar |
9,823
+960
| +11% | +USD 77.9 k | ﹤0.01% | 843 |
|
|
2017
Q3 | USD 708 k | Vender |
8,863
-2,280
| -20% | -USD 183 k | ﹤0.01% | 879 |
|
|
2017
Q2 | USD 889 k | Vender |
11,143
-754
| -6% | -USD 60 k | ﹤0.01% | 746 |
|
|
2017
Q1 | USD 934 k | Vender |
11,897
-1,753
| -13% | -USD 137 k | 0.01% | 705 |
|
|
2016
Q4 | USD 1.05 M | Comprar |
13,650
+1,308
| +11% | +USD 99.4 k | 0.01% | 605 |
|
|
2016
Q3 | USD 995 k | Comprar |
12,342
+2,222
| +22% | +USD 184 k | 0.01% | 593 |
|
|
2016
Q2 | USD 834 k | Vender |
10,120
-5,653
| -36% | -USD 443 k | 0.01% | 570 |
|
|
2016
Q1 | USD 1.23 M | Comprar |
15,773
+8,752
| +125% | +USD 635 k | 0.01% | 444 |
|
|
2015
Q4 | USD 527 k | Vender |
7,021
-5,287
| -43% | -USD 395 k | ﹤0.01% | 733 |
|
|
2015
Q3 | USD 873 k | Comprar |
+12,308
| Nuevas | +USD 897 k | 0.01% | 517 |
|
|
2015
Q2 | – | Vender |
-16,487
| Cerradas | -USD 1.31 M | – | 2066 |
|
|
2015
Q1 | USD 1.31 M | Vender |
16,487
-5,669
| -26% | -USD 453 k | 0.01% | 384 |
|
|
2014
Q4 | USD 1.7 M | Comprar |
22,156
+13,711
| +162% | +USD 1.03 M | 0.02% | 310 |
|
|
2014
Q3 | USD 584 k | Comprar |
8,445
+903
| +12% | +USD 65.4 k | 0.01% | 594 |
|
|
2014
Q2 | USD 541 k | Comprar |
7,542
+2,763
| +58% | +USD 195 k | 0.01% | 615 |
|
|
2014
Q1 | USD 323 k | Comprar |
4,779
+2,158
| +82% | +USD 143 k | ﹤0.01% | 789 |
|
|
2013
Q4 | USD 165 k | Comprar |
2,621
+460
| +21% | +USD 29.6 k | ﹤0.01% | 947 |
|
|
2013
Q3 | USD 138 k | Comprar |
2,161
+25
| +1% | +USD 1.63 k | ﹤0.01% | 927 |
|
|
2013
Q2 | USD 142 k | Comprar |
+2,136
| Nuevas | +USD 151 k | ﹤0.01% | 806 |
|
Otros fondos que tienen IYR en su cartera
Posición de Creative Planning en IYR: resumen de T2 2026
Creative Planning aumentó su participación en iShares US Real Estate ETF (IYR) en 60% durante T2 2026, al comprar aproximadamente USD 796 k y elevar la posición a 20,899 acciones con un valor de USD 2.14 M. La posición representa ﹤0.01% de la cartera y ocupa el puesto #2031.
Creative Planning reportó por primera vez una posición en IYR en T2 2013 y la ha mantenido durante 52 trimestres desde entonces. Al cierre de T2 2026, 487 fondos que sigue Wall St. Rank mantienen una posición en IYR.
- Al cierre de T2 2026, Creative Planning tenía 20,899 acciones de iShares US Real Estate ETF con un valor de USD 2.14 M.
- Creative Planning compró 7,845 acciones de iShares US Real Estate ETF en T2 2026, por un monto estimado de USD 796 k.
- iShares US Real Estate ETF representó ﹤0.01% de la cartera de Creative Planning en T2 2026 y fue su posición número 2031.
- Creative Planning reportó por primera vez una posición en iShares US Real Estate ETF en T2 2013 y la ha mantenido durante 52 trimestres desde entonces.
- Al cierre de T2 2026, 487 fondos que sigue Wall St. Rank tenían iShares US Real Estate ETF en cartera.
Según el Informe 13F de Creative Planning correspondiente a T2 2026, presentado el 13 ago 2026.