Creative Financial Designs’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 | $587K | Buy |
6,199
+24
| +0.4% | +$2.28K | 0.04% | 298 |
|
|
2025
Q1 | $591K | Buy |
6,175
+1,767
| +40% | +$169K | 0.05% | 268 |
|
|
2024
Q4 | $410K | Buy |
4,408
+4,284
| +3,455% | +$399K | 0.03% | 315 |
|
|
2024
Q3 | $12.6K | Hold |
124
| – | – | ﹤0.01% | 1145 |
|
|
2024
Q2 | $10.9K | Hold |
124
| – | – | ﹤0.01% | 1142 |
|
|
2024
Q1 | $11.2K | Hold |
124
| – | – | ﹤0.01% | 1108 |
|
|
2023
Q4 | $11.3K | Hold |
124
| – | – | ﹤0.01% | 1052 |
|
|
2023
Q3 | $9.69K | Hold |
124
| – | – | ﹤0.01% | 1040 |
|
|
2023
Q2 | $10.7K | Sell |
124
-15
| -11% | -$1.3K | ﹤0.01% | 994 |
|
|
2023
Q1 | $11.8K | Sell |
139
-76
| -35% | -$6.45K | ﹤0.01% | 920 |
|
|
2022
Q4 | $18.1K | Hold |
215
| – | – | ﹤0.01% | 785 |
|
|
2022
Q3 | $18K | Hold |
215
| – | – | ﹤0.01% | 764 |
|
|
2022
Q2 | $20K | Sell |
215
-164
| -43% | -$15.3K | ﹤0.01% | 738 |
|
|
2022
Q1 | $41K | Buy |
379
+15
| +4% | +$1.62K | 0.01% | 600 |
|
|
2021
Q4 | $42K | Sell |
364
-1,251
| -77% | -$144K | 0.01% | 605 |
|
|
2021
Q3 | $165K | Sell |
1,615
-1,575
| -49% | -$161K | 0.03% | 343 |
|
|
2021
Q2 | $325K | Buy |
3,190
+67
| +2% | +$6.83K | 0.06% | 227 |
|
|
2021
Q1 | $287K | Buy |
3,123
+1,102
| +55% | +$101K | 0.06% | 231 |
|
|
2020
Q4 | $173K | Buy |
2,021
+267
| +15% | +$22.9K | 0.04% | 280 |
|
|
2020
Q3 | $140K | Buy |
1,754
+1,590
| +970% | +$127K | 0.03% | 287 |
|
|
2020
Q2 | $13K | Hold |
164
| – | – | ﹤0.01% | 692 |
|
|
2020
Q1 | $11K | Hold |
164
| – | – | 0.01% | 338 |
|
|
2019
Q4 | $15K | Hold |
164
| – | – | 0.01% | 355 |
|
|
2019
Q3 | $15K | Sell |
164
-4
| -2% | -$366 | 0.01% | 361 |
|
|
2019
Q2 | $15K | Hold |
168
| – | – | 0.01% | 359 |
|
|
2019
Q1 | $15K | Buy |
168
+19
| +13% | +$1.7K | 0.01% | 338 |
|
|
2018
Q4 | $11K | Sell |
149
-42
| -22% | -$3.1K | 0.01% | 354 |
|
|
2018
Q3 | $15K | Buy |
191
+42
| +28% | +$3.3K | 0.01% | 381 |
|
|
2018
Q2 | $12K | Sell |
149
-15
| -9% | -$1.21K | 0.01% | 438 |
|
|
2018
Q1 | $12K | Hold |
164
| – | – | 0.01% | 400 |
|
|
2017
Q4 | $13K | Sell |
164
-85
| -34% | -$6.74K | 0.01% | 377 |
|
|
2017
Q3 | $20K | Hold |
249
| – | – | 0.01% | 337 |
|
|
2017
Q2 | $20K | Hold |
249
| – | – | 0.01% | 330 |
|
|
2017
Q1 | $20K | Hold |
249
| – | – | 0.01% | 321 |
|
|
2016
Q4 | $19K | Buy |
+249
| New | +$19K | 0.02% | 323 |
|