CCFM
Clear Creek Financial Management’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 | $3.72M | Buy |
39,279
+31,799
| +425% | +$3.01M | 0.35% | 59 |
|
|
2025
Q1 | $716K | Sell |
7,480
-148,088
| -95% | -$14.2M | 0.07% | 248 |
|
|
2024
Q4 | $14.5M | Buy |
155,568
+137,399
| +756% | +$12.8M | 1.56% | 12 |
|
|
2024
Q3 | $1.85M | Buy |
18,169
+11,208
| +161% | +$1.14M | 0.21% | 99 |
|
|
2024
Q2 | $611K | Sell |
6,961
-760
| -10% | -$66.7K | 0.07% | 225 |
|
|
2024
Q1 | $694K | Buy |
7,721
+3,840
| +99% | +$345K | 0.09% | 197 |
|
|
2023
Q4 | $355K | Sell |
3,881
-16
| -0.4% | -$1.46K | 0.06% | 238 |
|
|
2023
Q3 | $305K | Sell |
3,897
-823
| -17% | -$64.3K | 0.05% | 236 |
|
|
2023
Q2 | $408K | Sell |
4,720
-25
| -0.5% | -$2.16K | 0.07% | 203 |
|
|
2023
Q1 | $403K | Hold |
4,745
| – | – | 0.08% | 186 |
|
|
2022
Q4 | $399K | Sell |
4,745
-973
| -17% | -$81.9K | 0.09% | 174 |
|
|
2022
Q3 | $466K | Sell |
5,718
-3,145
| -35% | -$256K | 0.1% | 147 |
|
|
2022
Q2 | $815K | Sell |
8,863
-66,017
| -88% | -$6.07M | 0.17% | 110 |
|
|
2022
Q1 | $8.1M | Sell |
74,880
-8,779
| -10% | -$950K | 1.27% | 16 |
|
|
2021
Q4 | $9.72M | Buy |
83,659
+24,933
| +42% | +$2.9M | 1.46% | 16 |
|
|
2021
Q3 | $6.01M | Buy |
+58,726
| New | +$6.01M | 0.97% | 26 |
|