Cerity Partners’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 | $4.79M | Sell |
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|
2025
Q2 | $4.89M | Sell |
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|
2025
Q1 | $5.07M | Sell |
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|
2024
Q4 | $5.06M | Sell |
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|
2024
Q3 | $5.56M | Sell |
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|
2024
Q2 | $5.09M | Sell |
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|
2024
Q1 | $5.41M | Sell |
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|
2023
Q4 | $5.68M | Buy |
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|
2023
Q3 | $4.5M | Sell |
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|
2023
Q2 | $5.38M | Buy |
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|
2023
Q1 | $553K | Sell |
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|
2022
Q4 | $1.4M | Buy |
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|
2022
Q3 | $245K | Sell |
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|
2022
Q2 | $382K | Sell |
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|
2022
Q1 | $525K | Buy |
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|
2021
Q4 | $522K | Buy |
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|
2021
Q3 | $227K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $998K | Buy |
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