Creative Financial Designs’s iShares US Real Estate ETF IYR Stock Holding History

Creative Financial Designs’s Portfolio IYR Stock Details IYR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$11.6K	Hold	123	–	–	﹤0.01%	1369
2025 Q4	$11.5K	Hold	123	–	–	﹤0.01%	1330
2025 Q3	$11.9K	Sell	123 -6,076	-98%	-$585K	﹤0.01%	1316
2025 Q2	$587K	Buy	6,199 +24	+0.4%	+$2.24K	0.04%	298
2025 Q1	$591K	Buy	6,175 +1,767	+40%	+$168K	0.05%	268
2024 Q4	$410K	Buy	4,408 +4,284	+3,455%	+$422K	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%	-$1.26K	﹤0.01%	994
2023 Q1	$11.8K	Sell	139 -76	-35%	-$6.65K	﹤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%	-$16.4K	﹤0.01%	738
2022 Q1	$41K	Buy	379 +15	+4%	+$1.58K	0.01%	600
2021 Q4	$42K	Sell	364 -1,251	-77%	-$137K	0.01%	605
2021 Q3	$165K	Sell	1,615 -1,575	-49%	-$168K	0.03%	343
2021 Q2	$325K	Buy	3,190 +67	+2%	+$6.65K	0.06%	227
2021 Q1	$287K	Buy	3,123 +1,102	+55%	+$96.7K	0.06%	231
2020 Q4	$173K	Buy	2,021 +267	+15%	+$22.2K	0.04%	280
2020 Q3	$140K	Buy	1,754 +1,590	+970%	+$128K	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%	-$364	0.01%	361
2019 Q2	$15K	Hold	168	–	–	0.01%	359
2019 Q1	$15K	Buy	168 +19	+13%	+$1.57K	0.01%	338
2018 Q4	$11K	Sell	149 -42	-22%	-$3.3K	0.01%	354
2018 Q3	$15K	Buy	191 +42	+28%	+$3.42K	0.01%	381
2018 Q2	$12K	Sell	149 -15	-9%	-$1.16K	0.01%	438
2018 Q1	$12K	Hold	164	–	–	0.01%	400
2017 Q4	$13K	Sell	164 -85	-34%	-$6.9K	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	+$18.9K	0.02%	323