Center for Financial Planning’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
Q2 | $217K | Hold |
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|
2025
Q1 | $219K | Hold |
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|
2024
Q4 | $213K | Hold |
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|
2024
Q3 | $233K | Hold |
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|
2024
Q2 | $201K | Hold |
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|
2024
Q1 | $206K | Hold |
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|
2023
Q4 | $209K | Hold |
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|
2023
Q3 | $179K | Hold |
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|
2023
Q2 | $198K | Hold |
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|
2023
Q1 | $194K | Hold |
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|
2022
Q4 | $192K | Sell |
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|
2022
Q3 | $230K | Hold |
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|
2022
Q2 | $260K | Hold |
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|
2022
Q1 | $306K | Hold |
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|
2021
Q4 | $328K | Hold |
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|
2021
Q3 | $289K | Hold |
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|
2021
Q2 | $288K | Hold |
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|
2021
Q1 | $260K | Hold |
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|
2020
Q4 | $242K | Hold |
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|
2020
Q3 | $226K | Sell |
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|
2020
Q2 | $257K | Sell |
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|
2020
Q1 | $259K | Sell |
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|
2019
Q4 | $351K | Buy |
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