Cranbrook Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $14.4K | Sell |
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|
2025
Q2 | $125K | Sell |
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|
2025
Q1 | $129K | Sell |
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|
2024
Q4 | $132K | Hold |
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|
2024
Q3 | $144K | Hold |
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|
2024
Q2 | $124K | Hold |
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|
2024
Q1 | $127K | Hold |
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|
2023
Q4 | $129K | Hold |
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|
2023
Q3 | $111K | Hold |
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|
2023
Q2 | $123K | Sell |
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|
2023
Q1 | $126K | Buy |
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|
2022
Q4 | $121K | Hold |
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|
2022
Q3 | $117K | Sell |
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|
2022
Q2 | $155K | Hold |
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|
2022
Q1 | $182K | Hold |
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|
2021
Q4 | $196K | Hold |
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|
2021
Q3 | $173K | Hold |
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|
2021
Q2 | $172K | Hold |
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|
2021
Q1 | $155K | Hold |
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|
2020
Q4 | $144K | Hold |
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|
2020
Q3 | $135K | Hold |
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|
2020
Q2 | $133K | Sell |
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|
2020
Q1 | $130K | Sell |
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|
2019
Q4 | $263K | Sell |
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|
2019
Q3 | $300K | Buy |
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|
2019
Q2 | $215K | Buy |
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|
2019
Q1 | $198K | Sell |
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|
2018
Q4 | $184K | Hold |
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|
2018
Q3 | $197K | Hold |
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|
2018
Q2 | $198K | Hold |
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|
2018
Q1 | $185K | Buy |
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|
2017
Q4 | $175K | Hold |
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|
2017
Q3 | $172K | Hold |
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|
2017
Q2 | $172K | Hold |
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|
2017
Q1 | $169K | Hold |
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|
2016
Q4 | $166K | Hold |
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|
2016
Q3 | $174K | Hold |
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|
2016
Q2 | $178K | Hold |
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|
2016
Q1 | $168K | Hold |
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|
2015
Q4 | $162K | Hold |
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|
2015
Q3 | $153K | Hold |
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|
2015
Q2 | $154K | Buy |
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|
2015
Q1 | $142K | Sell |
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|
2014
Q4 | $178K | Hold |
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|
2014
Q3 | $160K | Hold |
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|
2014
Q2 | $166K | Hold |
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|
2014
Q1 | $156K | Buy |
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|
2013
Q4 | $126K | Buy |
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