Cornerstone Planning Group’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 | $3.93K | Hold |
41
| – | – | ﹤0.01% | 780 |
|
|
2025
Q1 | $3.75K | Hold |
41
| – | – | ﹤0.01% | 810 |
|
|
2024
Q4 | $3.9K | Buy |
41
+1
| +3% | +$95 | ﹤0.01% | 632 |
|
|
2024
Q3 | $4.01K | Hold |
40
| – | – | ﹤0.01% | 617 |
|
|
2024
Q2 | $3.72K | Buy |
+40
| New | +$3.72K | ﹤0.01% | 635 |
|
|
2022
Q4 | $14.8K | Buy |
+167
| New | +$14.8K | 0.01% | 522 |
|