Courage Miller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $722K | Buy |
7,638
+126
| +2% | +$12.2K | 0.2% | 48 |
|
|
2025
Q4 | $705K | Buy |
7,512
+343
| +5% | +$32.7K | 0.21% | 42 |
|
|
2025
Q3 | $696K | Buy |
7,169
+297
| +4% | +$28.6K | 0.21% | 43 |
|
|
2025
Q2 | $651K | Buy |
6,872
+373
| +6% | +$34.8K | 0.21% | 45 |
|
|
2025
Q1 | $622K | Buy |
6,499
+86
| +1% | +$8.18K | 0.21% | 46 |
|
|
2024
Q4 | $597K | Buy |
6,413
+59
| +0.9% | +$5.82K | 0.2% | 48 |
|
|
2024
Q3 | $647K | Sell |
6,354
-143
| -2% | -$13.8K | 0.22% | 48 |
|
|
2024
Q2 | $570K | Buy |
6,497
+8
| +0.1% | +$686 | 0.21% | 50 |
|
|
2024
Q1 | $583K | Sell |
6,489
-138
| -2% | -$12.2K | 0.2% | 52 |
|
|
2023
Q4 | $606K | Sell |
6,627
-913
| -12% | -$74.7K | 0.23% | 47 |
|
|
2023
Q3 | $589K | Buy |
7,540
+273
| +4% | +$23.3K | 0.24% | 47 |
|
|
2023
Q2 | $629K | Buy |
7,267
+96
| +1% | +$8.06K | 0.26% | 48 |
|
|
2023
Q1 | $609K | Buy |
7,171
+258
| +4% | +$22.6K | 0.26% | 48 |
|
|
2022
Q4 | $582K | Buy |
6,913
+1,114
| +19% | +$93.6K | 0.27% | 45 |
|
|
2022
Q3 | $472K | Buy |
5,799
+14
| +0.2% | +$1.32K | 0.24% | 52 |
|
|
2022
Q2 | $532K | Buy |
5,785
+18
| +0.3% | +$1.79K | 0.25% | 49 |
|
|
2022
Q1 | $624K | Buy |
5,767
+55
| +1% | +$5.8K | 0.25% | 51 |
|
|
2021
Q4 | $663K | Sell |
5,712
-201
| -3% | -$22K | 0.25% | 51 |
|
|
2021
Q3 | $605K | Sell |
5,913
-812
| -12% | -$86.4K | 0.24% | 54 |
|
|
2021
Q2 | $686K | Buy |
6,725
+411
| +7% | +$40.8K | 0.28% | 55 |
|
|
2021
Q1 | $580K | Sell |
6,314
-138
| -2% | -$12.1K | 0.25% | 58 |
|
|
2020
Q4 | $553K | Buy |
6,452
+852
| +15% | +$70.9K | 0.25% | 59 |
|
|
2020
Q3 | $441K | Buy |
5,600
+1
| +0% | +$81 | 0.24% | 60 |
|
|
2020
Q2 | $441K | Buy |
5,599
+254
| +5% | +$19.3K | 0.24% | 60 |
|
|
2020
Q1 | $371K | Sell |
5,345
-309
| -5% | -$27.3K | 0.23% | 57 |
|
|
2019
Q4 | $526K | Buy |
5,654
+10
| +0.2% | +$927 | 0.27% | 56 |
|
|
2019
Q3 | $528K | Sell |
5,644
-360
| -6% | -$32.8K | 0.29% | 52 |
|
|
2019
Q2 | $524K | Buy |
6,004
+25
| +0.4% | +$2.19K | 0.29% | 53 |
|
|
2019
Q1 | $520K | Buy |
5,979
+5
| +0.1% | +$413 | 0.29% | 55 |
|
|
2018
Q4 | $447K | Buy |
5,974
+226
| +4% | +$17.8K | 0.27% | 57 |
|
|
2018
Q3 | $460K | Buy |
5,748
+2
| +0% | +$163 | 0.26% | 57 |
|
|
2018
Q2 | $463K | Buy |
5,746
+100
| +2% | +$7.71K | 0.27% | 57 |
|
|
2018
Q1 | $426K | Buy |
5,646
+595
| +12% | +$45.1K | 0.26% | 57 |
|
|
2017
Q4 | $409K | Buy |
5,051
+190
| +4% | +$15.4K | 0.25% | 57 |
|
|
2017
Q3 | $388K | Sell |
4,861
-175
| -3% | -$14.1K | 0.24% | 57 |
|
|
2017
Q2 | $402K | Sell |
5,036
-95
| -2% | -$7.56K | 0.26% | 55 |
|
|
2017
Q1 | $403K | Buy |
5,131
+891
| +21% | +$69.5K | 0.28% | 55 |
|
|
2016
Q4 | $326K | Buy |
4,240
+740
| +21% | +$56.2K | 0.23% | 58 |
|
|
2016
Q3 | $282K | Buy |
3,500
+10
| +0.3% | +$828 | 0.2% | 60 |
|
|
2016
Q2 | $288K | Sell |
3,490
-733
| -17% | -$57.5K | 0.21% | 61 |
|
|
2016
Q1 | $329K | Sell |
4,223
-5
| -0.1% | -$363 | 0.23% | 56 |
|
|
2015
Q4 | $317K | Buy |
4,228
+735
| +21% | +$54.9K | 0.22% | 57 |
|
|
2015
Q3 | $248K | Buy |
3,493
+18
| +0.5% | +$1.31K | 0.18% | 58 |
|
|
2015
Q2 | $248K | Sell |
3,475
-539
| -13% | -$40.9K | 0.18% | 55 |
|
|
2015
Q1 | $318K | Buy |
4,014
+623
| +18% | +$49.8K | 0.24% | 53 |
|
|
2014
Q4 | $261K | Sell |
3,391
-62
| -2% | -$4.64K | 0.22% | 53 |
|
|
2014
Q3 | $239K | Buy |
3,453
+207
| +6% | +$15K | 0.19% | 54 |
|
|
2014
Q2 | $233K | Sell |
3,246
-65
| -2% | -$4.58K | 0.17% | 58 |
|
|
2014
Q1 | $224K | Buy |
+3,311
| New | +$220K | 0.18% | 55 |
|
Other funds holding IYR
WI
CBU
IMPI
