Center for Financial Planning’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 | $217K | Hold |
2,286
| – | – | 0.02% | 158 |
|
|
2025
Q1 | $219K | Hold |
2,286
| – | – | 0.03% | 151 |
|
|
2024
Q4 | $213K | Hold |
2,286
| – | – | 0.03% | 151 |
|
|
2024
Q3 | $233K | Hold |
2,286
| – | – | 0.03% | 142 |
|
|
2024
Q2 | $201K | Hold |
2,286
| – | – | 0.03% | 147 |
|
|
2024
Q1 | $206K | Hold |
2,286
| – | – | 0.03% | 147 |
|
|
2023
Q4 | $209K | Hold |
2,286
| – | – | 0.04% | 135 |
|
|
2023
Q3 | $179K | Hold |
2,286
| – | – | 0.04% | 139 |
|
|
2023
Q2 | $198K | Hold |
2,286
| – | – | 0.04% | 131 |
|
|
2023
Q1 | $194K | Hold |
2,286
| – | – | 0.04% | 130 |
|
|
2022
Q4 | $192K | Sell |
2,286
-539
| -19% | -$45.4K | 0.05% | 132 |
|
|
2022
Q3 | $230K | Hold |
2,825
| – | – | 0.06% | 112 |
|
|
2022
Q2 | $260K | Hold |
2,825
| – | – | 0.07% | 109 |
|
|
2022
Q1 | $306K | Hold |
2,825
| – | – | 0.06% | 107 |
|
|
2021
Q4 | $328K | Hold |
2,825
| – | – | 0.07% | 103 |
|
|
2021
Q3 | $289K | Hold |
2,825
| – | – | 0.07% | 104 |
|
|
2021
Q2 | $288K | Hold |
2,825
| – | – | 0.07% | 108 |
|
|
2021
Q1 | $260K | Hold |
2,825
| – | – | 0.07% | 107 |
|
|
2020
Q4 | $242K | Hold |
2,825
| – | – | 0.07% | 106 |
|
|
2020
Q3 | $226K | Sell |
2,825
-433
| -13% | -$34.6K | 0.07% | 103 |
|
|
2020
Q2 | $257K | Sell |
3,258
-460
| -12% | -$36.3K | 0.09% | 94 |
|
|
2020
Q1 | $259K | Sell |
3,718
-48
| -1% | -$3.34K | 0.09% | 91 |
|
|
2019
Q4 | $351K | Buy |
+3,766
| New | +$351K | 0.09% | 89 |
|