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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $135K | Sell |
1,426
-140
| -9% | -$13.6K | ﹤0.01% | 3029 |
|
|
2025
Q4 | $147K | Sell |
1,566
-226
| -13% | -$21.5K | ﹤0.01% | 2796 |
|
|
2025
Q3 | $174K | Sell |
1,792
-390
| -18% | -$37.5K | ﹤0.01% | 2547 |
|
|
2025
Q2 | $207K | Buy |
2,182
+592
| +37% | +$55.2K | ﹤0.01% | 2145 |
|
|
2025
Q1 | $152K | Sell |
1,590
-48
| -3% | -$4.57K | ﹤0.01% | 2104 |
|
|
2024
Q4 | $152K | Buy |
1,638
+261
| +19% | +$25.7K | ﹤0.01% | 2007 |
|
|
2024
Q3 | $140K | Sell |
1,377
-38
| -3% | -$3.66K | ﹤0.01% | 1977 |
|
|
2024
Q2 | $124K | Sell |
1,415
-612
| -30% | -$52.5K | ﹤0.01% | 1842 |
|
|
2024
Q1 | $182K | Buy |
2,027
+1,440
| +245% | +$127K | ﹤0.01% | 1556 |
|
|
2023
Q4 | $54K | Sell |
587
-80
| -12% | -$6.55K | ﹤0.01% | 2126 |
|
|
2023
Q3 | $52K | Buy |
667
+30
| +5% | +$2.56K | ﹤0.01% | 2029 |
|
|
2023
Q2 | $55K | Sell |
637
-501
| -44% | -$42.1K | ﹤0.01% | 1906 |
|
|
2023
Q1 | $97K | Buy |
1,138
+448
| +65% | +$39.2K | ﹤0.01% | 1507 |
|
|
2022
Q4 | $58K | Buy |
690
+337
| +95% | +$28.3K | ﹤0.01% | 1651 |
|
|
2022
Q3 | $29K | Sell |
353
-82
| -19% | -$7.76K | ﹤0.01% | 1983 |
|
|
2022
Q2 | $40K | Hold |
435
| – | – | ﹤0.01% | 1727 |
|
|
2022
Q1 | $47K | Buy |
435
+29
| +7% | +$3.06K | ﹤0.01% | 1636 |
|
|
2021
Q4 | $47K | Buy |
+406
| New | +$44.5K | ﹤0.01% | 1593 |
|
|
2021
Q2 | $24K | Hold |
236
| – | – | ﹤0.01% | 1711 |
|
|
2021
Q1 | $24K | Hold |
236
| – | – | ﹤0.01% | 1711 |
|
|
2020
Q4 | $24K | Hold |
236
| – | – | ﹤0.01% | 1711 |
|
|
2020
Q3 | $24K | Hold |
236
| – | – | ﹤0.01% | 1711 |
|
|
2020
Q2 | $24K | Hold |
236
| – | – | ﹤0.01% | 1711 |
|
|
2020
Q1 | $24K | Hold |
236
| – | – | ﹤0.01% | 1711 |
|
|
2019
Q4 | $24K | Hold |
236
| – | – | ﹤0.01% | 1711 |
|
|
2019
Q3 | $24K | Hold |
236
| – | – | ﹤0.01% | 1711 |
|
|
2019
Q2 | $24K | Hold |
236
| – | – | ﹤0.01% | 1711 |
|
|
2019
Q1 | $24K | Sell |
236
-845
| -78% | -$69.9K | ﹤0.01% | 1710 |
|
|
2018
Q4 | $81K | Buy |
1,081
+1,066
| +7,107% | +$83.8K | ﹤0.01% | 769 |
|
|
2018
Q3 | $1K | Hold |
15
| – | – | ﹤0.01% | 1684 |
|
|
2018
Q2 | $1K | Hold |
15
| – | – | ﹤0.01% | 1538 |
|
|
2018
Q1 | $1K | Hold |
15
| – | – | ﹤0.01% | 1284 |
|
|
2017
Q4 | $1K | Sell |
15
-74,599
| -100% | -$6.06M | ﹤0.01% | 1366 |
|
|
2017
Q3 | $5.96M | Buy |
+74,614
| New | +$5.99M | 0.28% | 70 |
|
|
2016
Q2 | – | Sell |
-190
| Closed | -$15K | – | 830 |
|
|
2016
Q1 | $15K | Buy |
190
+143
| +304% | +$10.4K | ﹤0.01% | 479 |
|
|
2015
Q4 | $4K | Hold |
47
| – | – | ﹤0.01% | 552 |
|
|
2015
Q3 | $3K | Buy |
+47
| New | +$3.42K | ﹤0.01% | 556 |
|
|
2014
Q1 | – | Sell |
-6,378
| Closed | -$402K | – | 319 |
|
|
2013
Q4 | $402K | Sell |
6,378
-7,974
| -56% | -$514K | 0.07% | 143 |
|
|
2013
Q3 | $916K | Buy |
+14,352
| New | +$938K | 0.24% | 57 |
|
Other funds holding IYR
WI
CBU
IMPI
