CFM Wealth 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 | $502K | Hold |
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|
2025
Q2 | $490K | Buy |
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|
2025
Q1 | $480K | Buy |
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|
2024
Q4 | $434K | Buy |
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|
2024
Q3 | $471K | Hold |
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|
2024
Q2 | $405K | Sell |
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|
2024
Q1 | $684K | Sell |
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|
2023
Q4 | $853K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $222K | Sell |
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|
2021
Q4 | $240K | Hold |
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|
2021
Q3 | $213K | Hold |
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|
2021
Q2 | $212K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $198K | Hold |
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|
2020
Q1 | $175K | Sell |
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|
2019
Q4 | $287K | Buy |
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