Carson Wealth (CWM LLC)’s iShares US Real Estate ETF IYR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $174K | Sell |
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|
2025
Q2 | $207K | Buy |
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|
2025
Q1 | $152K | Sell |
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|
2024
Q4 | $152K | Buy |
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|
2024
Q3 | $140K | Sell |
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|
2024
Q2 | $124K | Sell |
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|
2024
Q1 | $182K | Buy |
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|
2023
Q4 | $54K | Sell |
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|
2023
Q3 | $52K | Buy |
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|
2023
Q2 | $55K | Sell |
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|
2023
Q1 | $97K | Buy |
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|
2022
Q4 | $58K | Buy |
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|
2022
Q3 | $29K | Sell |
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|
2022
Q2 | $40K | Hold |
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|
2022
Q1 | $47K | Buy |
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|
2021
Q4 | $47K | Buy |
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|
2021
Q2 | $24K | Hold |
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|
2021
Q1 | $24K | Hold |
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|
2020
Q4 | $24K | Hold |
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|
2020
Q3 | $24K | Hold |
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|
2020
Q2 | $24K | Hold |
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|
2020
Q1 | $24K | Hold |
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|
2019
Q4 | $24K | Hold |
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|
2019
Q3 | $24K | Hold |
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|
2019
Q2 | $24K | Hold |
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|
2019
Q1 | $24K | Sell |
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|
2018
Q4 | $81K | Buy |
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|
2018
Q3 | $1K | Hold |
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|
2018
Q2 | $1K | Hold |
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|
2018
Q1 | $1K | Hold |
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|
2017
Q4 | $1K | Sell |
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|
2017
Q3 | $5.96M | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $15K | Buy |
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|
2015
Q4 | $4K | Hold |
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|
2015
Q3 | $3K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $402K | Sell |
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|
2013
Q3 | $916K | Buy |
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