CIBC Private Wealth Group’s iShares US Real Estate ETF IYR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.79K | Hold |
82
| – | – | ﹤0.01% | 2342 |
|
|
2025
Q1 | $6.91K | Hold |
82
| – | – | ﹤0.01% | 2358 |
|
|
2024
Q4 | $7.48K | Buy |
82
+5
| +6% | +$456 | ﹤0.01% | 2358 |
|
|
2024
Q3 | $7.83K | Buy |
77
+1
| +1% | +$102 | ﹤0.01% | 2473 |
|
|
2024
Q2 | $6.7K | Hold |
76
| – | – | ﹤0.01% | 2431 |
|
|
2024
Q1 | $6.71K | Buy |
+76
| New | +$6.71K | ﹤0.01% | 2424 |
|
|
2022
Q3 | – | Sell |
-2,429
| Closed | -$223K | – | 1055 |
|
|
2022
Q2 | $223K | Sell |
2,429
-6,259
| -72% | -$575K | ﹤0.01% | 863 |
|
|
2022
Q1 | $940K | Buy |
+8,688
| New | +$940K | ﹤0.01% | 644 |
|
|
2018
Q3 | – | Sell |
-235
| Closed | -$19K | – | 1336 |
|
|
2018
Q2 | $19K | Buy |
235
+39
| +20% | +$3.15K | ﹤0.01% | 1417 |
|
|
2018
Q1 | $15K | Sell |
196
-50
| -20% | -$3.83K | ﹤0.01% | 1444 |
|
|
2017
Q4 | $20K | Buy |
+246
| New | +$20K | ﹤0.01% | 1405 |
|