Cornerstone Planning Group’s iShares US Real Estate ETF IYR Stock Holding History

Cornerstone Planning Group’s Portfolio IYR Stock Details IYR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3.93K	Hold
2025 Q1	$3.75K	Hold
2024 Q4	$3.9K	Buy
2024 Q3	$4.01K	Hold
2024 Q2	$3.72K	Buy
2022 Q4	$14.8K	Buy