Cerity Partners’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 | $4.89M | Sell |
51,566
-1,415
| -3% | -$134K | 0.01% | 810 |
|
|
2025
Q1 | $5.07M | Sell |
52,981
-1,359
| -3% | -$130K | 0.01% | 722 |
|
|
2024
Q4 | $5.06M | Sell |
54,340
-218
| -0.4% | -$20.3K | 0.01% | 709 |
|
|
2024
Q3 | $5.56M | Sell |
54,558
-3,443
| -6% | -$351K | 0.01% | 657 |
|
|
2024
Q2 | $5.09M | Sell |
58,001
-2,151
| -4% | -$189K | 0.01% | 601 |
|
|
2024
Q1 | $5.41M | Sell |
60,152
-1,938
| -3% | -$174K | 0.01% | 632 |
|
|
2023
Q4 | $5.68M | Buy |
62,090
+4,446
| +8% | +$406K | 0.02% | 502 |
|
|
2023
Q3 | $4.5M | Sell |
57,644
-4,533
| -7% | -$354K | 0.02% | 432 |
|
|
2023
Q2 | $5.38M | Buy |
62,177
+55,629
| +850% | +$4.81M | 0.02% | 477 |
|
|
2023
Q1 | $553K | Sell |
6,548
-10,102
| -61% | -$853K | ﹤0.01% | 1249 |
|
|
2022
Q4 | $1.4M | Buy |
16,650
+13,636
| +452% | +$1.15M | 0.01% | 603 |
|
|
2022
Q3 | $245K | Sell |
3,014
-1,149
| -28% | -$93.4K | ﹤0.01% | 980 |
|
|
2022
Q2 | $382K | Sell |
4,163
-690
| -14% | -$63.3K | ﹤0.01% | 829 |
|
|
2022
Q1 | $525K | Buy |
4,853
+356
| +8% | +$38.5K | 0.01% | 583 |
|
|
2021
Q4 | $522K | Buy |
4,497
+2,275
| +102% | +$264K | 0.01% | 581 |
|
|
2021
Q3 | $227K | Buy |
+2,222
| New | +$227K | 0.01% | 624 |
|
|
2020
Q1 | – | Sell |
-10,718
| Closed | -$998K | – | 487 |
|
|
2019
Q4 | $998K | Buy |
+10,718
| New | +$998K | 0.05% | 243 |
|