CWM
Cranbrook Wealth 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 | $125K | Sell |
1,324
-28
| -2% | -$2.65K | 0.03% | 146 |
|
|
2025
Q1 | $129K | Sell |
1,352
-64
| -5% | -$6.13K | 0.03% | 129 |
|
|
2024
Q4 | $132K | Hold |
1,416
| – | – | 0.03% | 130 |
|
|
2024
Q3 | $144K | Hold |
1,416
| – | – | 0.03% | 128 |
|
|
2024
Q2 | $124K | Hold |
1,416
| – | – | 0.03% | 136 |
|
|
2024
Q1 | $127K | Hold |
1,416
| – | – | 0.03% | 114 |
|
|
2023
Q4 | $129K | Hold |
1,416
| – | – | 0.03% | 110 |
|
|
2023
Q3 | $111K | Hold |
1,416
| – | – | 0.03% | 113 |
|
|
2023
Q2 | $123K | Sell |
1,416
-72
| -5% | -$6.23K | 0.03% | 110 |
|
|
2023
Q1 | $126K | Buy |
1,488
+52
| +4% | +$4.42K | 0.04% | 106 |
|
|
2022
Q4 | $121K | Hold |
1,436
| – | – | 0.03% | 114 |
|
|
2022
Q3 | $117K | Sell |
1,436
-250
| -15% | -$20.4K | 0.03% | 119 |
|
|
2022
Q2 | $155K | Hold |
1,686
| – | – | 0.04% | 107 |
|
|
2022
Q1 | $182K | Hold |
1,686
| – | – | 0.04% | 109 |
|
|
2021
Q4 | $196K | Hold |
1,686
| – | – | 0.04% | 104 |
|
|
2021
Q3 | $173K | Hold |
1,686
| – | – | 0.04% | 108 |
|
|
2021
Q2 | $172K | Hold |
1,686
| – | – | 0.04% | 107 |
|
|
2021
Q1 | $155K | Hold |
1,686
| – | – | 0.04% | 112 |
|
|
2020
Q4 | $144K | Hold |
1,686
| – | – | 0.04% | 107 |
|
|
2020
Q3 | $135K | Hold |
1,686
| – | – | 0.04% | 100 |
|
|
2020
Q2 | $133K | Sell |
1,686
-184
| -10% | -$14.5K | 0.04% | 98 |
|
|
2020
Q1 | $130K | Sell |
1,870
-959
| -34% | -$66.7K | 0.04% | 92 |
|
|
2019
Q4 | $263K | Sell |
2,829
-375
| -12% | -$34.9K | 0.07% | 77 |
|
|
2019
Q3 | $300K | Buy |
3,204
+744
| +30% | +$69.7K | 0.09% | 74 |
|
|
2019
Q2 | $215K | Buy |
2,460
+184
| +8% | +$16.1K | 0.06% | 78 |
|
|
2019
Q1 | $198K | Sell |
2,276
-181
| -7% | -$15.7K | 0.06% | 77 |
|
|
2018
Q4 | $184K | Hold |
2,457
| – | – | 0.06% | 74 |
|
|
2018
Q3 | $197K | Hold |
2,457
| – | – | 0.07% | 66 |
|
|
2018
Q2 | $198K | Hold |
2,457
| – | – | 0.08% | 64 |
|
|
2018
Q1 | $185K | Buy |
2,457
+302
| +14% | +$22.7K | 0.07% | 67 |
|
|
2017
Q4 | $175K | Hold |
2,155
| – | – | 0.07% | 71 |
|
|
2017
Q3 | $172K | Hold |
2,155
| – | – | 0.07% | 68 |
|
|
2017
Q2 | $172K | Hold |
2,155
| – | – | 0.07% | 66 |
|
|
2017
Q1 | $169K | Hold |
2,155
| – | – | 0.08% | 61 |
|
|
2016
Q4 | $166K | Hold |
2,155
| – | – | 0.08% | 62 |
|
|
2016
Q3 | $174K | Hold |
2,155
| – | – | 0.09% | 58 |
|
|
2016
Q2 | $178K | Hold |
2,155
| – | – | 0.09% | 57 |
|
|
2016
Q1 | $168K | Hold |
2,155
| – | – | 0.09% | 58 |
|
|
2015
Q4 | $162K | Hold |
2,155
| – | – | 0.09% | 58 |
|
|
2015
Q3 | $153K | Hold |
2,155
| – | – | 0.09% | 57 |
|
|
2015
Q2 | $154K | Buy |
2,155
+367
| +21% | +$26.2K | 0.09% | 61 |
|
|
2015
Q1 | $142K | Sell |
1,788
-523
| -23% | -$41.5K | 0.08% | 62 |
|
|
2014
Q4 | $178K | Hold |
2,311
| – | – | 0.11% | 54 |
|
|
2014
Q3 | $160K | Hold |
2,311
| – | – | 0.11% | 51 |
|
|
2014
Q2 | $166K | Hold |
2,311
| – | – | 0.11% | 48 |
|
|
2014
Q1 | $156K | Buy |
2,311
+308
| +15% | +$20.8K | 0.11% | 49 |
|
|
2013
Q4 | $126K | Buy |
+2,003
| New | +$126K | 0.09% | 70 |
|