Capital Fund Management (CFM)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | – | – | 1070 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 992 |
|
|
2024
Q4 | – | Sell |
-400,596
| Closed | -$40.8M | – | 957 |
|
|
2024
Q3 | $40.8M | Sell |
400,596
-106,200
| -21% | -$10.8M | 0.11% | 53 |
|
|
2024
Q2 | $44.5M | Buy |
506,796
+64,961
| +15% | +$5.7M | 0.13% | 47 |
|
|
2024
Q1 | $39.7M | Sell |
441,835
-112,136
| -20% | -$10.1M | 0.12% | 47 |
|
|
2023
Q4 | $50.6M | Buy |
553,971
+222,893
| +67% | +$20.4M | 0.14% | 23 |
|
|
2023
Q3 | $25.9M | Buy |
331,078
+87,300
| +36% | +$6.82M | 0.09% | 69 |
|
|
2023
Q2 | $21.1M | Sell |
243,778
-94,994
| -28% | -$8.22M | 0.09% | 82 |
|
|
2023
Q1 | $28.8M | Buy |
338,772
+118,399
| +54% | +$10.1M | 0.14% | 41 |
|
|
2022
Q4 | $18.6M | Buy |
220,373
+83,333
| +61% | +$7.02M | 0.12% | 57 |
|
|
2022
Q3 | $11.2M | Buy |
+137,040
| New | +$11.2M | 0.09% | 92 |
|
|
2021
Q4 | – | Sell |
-37,535
| Closed | -$3.84M | – | 748 |
|
|
2021
Q3 | $3.84M | Sell |
37,535
-58,292
| -61% | -$5.97M | 0.03% | 215 |
|
|
2021
Q2 | $9.77M | Sell |
95,827
-30,499
| -24% | -$3.11M | 0.08% | 107 |
|
|
2021
Q1 | $11.6M | Buy |
126,326
+71,387
| +130% | +$6.56M | 0.13% | 68 |
|
|
2020
Q4 | $4.71M | Buy |
+54,939
| New | +$4.71M | 0.04% | 182 |
|
|
2020
Q3 | – | Sell |
-12,253
| Closed | -$966K | – | 722 |
|
|
2020
Q2 | $966K | Sell |
12,253
-88,039
| -88% | -$6.94M | 0.02% | 321 |
|
|
2020
Q1 | $6.98M | Sell |
100,292
-1,788
| -2% | -$124K | 0.11% | 122 |
|
|
2019
Q4 | $9.5M | Buy |
102,080
+62,031
| +155% | +$5.77M | 0.07% | 135 |
|
|
2019
Q3 | $3.75M | Buy |
+40,049
| New | +$3.75M | 0.03% | 247 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 888 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 974 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 991 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 1029 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 1038 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 1000 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 933 |
|
|
2017
Q2 | – | Hold |
0
| – | – | – | 914 |
|
|
2017
Q1 | – | Sell |
-51,969
| Closed | -$4M | – | 1006 |
|
|
2016
Q4 | $4M | Buy |
+51,969
| New | +$4M | 0.03% | 320 |
|
|
2016
Q3 | – | Sell |
-26,945
| Closed | -$2.22M | – | 984 |
|
|
2016
Q2 | $2.22M | Sell |
26,945
-29,554
| -52% | -$2.43M | 0.02% | 389 |
|
|
2016
Q1 | $4.4M | Sell |
56,499
-2,656
| -4% | -$207K | 0.04% | 285 |
|
|
2015
Q4 | $4.44M | Buy |
+59,155
| New | +$4.44M | 0.05% | 252 |
|
|
2015
Q3 | – | Sell |
-75,449
| Closed | -$5.38M | – | 781 |
|
|
2015
Q2 | $5.38M | Buy |
75,449
+57,454
| +319% | +$4.1M | 0.07% | 180 |
|
|
2015
Q1 | $1.43M | Sell |
17,995
-59,360
| -77% | -$4.71M | 0.02% | 322 |
|
|
2014
Q4 | $5.94M | Sell |
77,355
-15,978
| -17% | -$1.23M | 0.07% | 177 |
|
|
2014
Q3 | $6.46M | Buy |
+93,333
| New | +$6.46M | 0.07% | 152 |
|