Creative Planning’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 | $1.23M | Buy |
13,054
+286
| +2% | +$27.8K | ﹤0.01% | 2286 |
|
|
2025
Q4 | $1.2M | Sell |
12,768
-1,201
| -9% | -$114K | ﹤0.01% | 2144 |
|
|
2025
Q3 | $1.36M | Buy |
13,969
+1,017
| +8% | +$97.9K | ﹤0.01% | 1843 |
|
|
2025
Q2 | $1.23M | Sell |
12,952
-578
| -4% | -$53.9K | ﹤0.01% | 1693 |
|
|
2025
Q1 | $1.3M | Sell |
13,530
-151
| -1% | -$14.4K | ﹤0.01% | 1514 |
|
|
2024
Q4 | $1.27M | Sell |
13,681
-754
| -5% | -$74.3K | ﹤0.01% | 1462 |
|
|
2024
Q3 | $1.47M | Sell |
14,435
-2
| -0% | -$193 | ﹤0.01% | 1258 |
|
|
2024
Q2 | $1.27M | Sell |
14,437
-620
| -4% | -$53.2K | ﹤0.01% | 1253 |
|
|
2024
Q1 | $1.35M | Buy |
15,057
+948
| +7% | +$83.8K | ﹤0.01% | 1147 |
|
|
2023
Q4 | $1.29M | Sell |
14,109
-1,453
| -9% | -$119K | ﹤0.01% | 1108 |
|
|
2023
Q3 | $1.22M | Buy |
15,562
+1,887
| +14% | +$161K | ﹤0.01% | 1075 |
|
|
2023
Q2 | $1.18M | Buy |
13,675
+834
| +6% | +$70.1K | ﹤0.01% | 1053 |
|
|
2023
Q1 | $1.09M | Sell |
12,841
-483
| -4% | -$42.3K | ﹤0.01% | 1039 |
|
|
2022
Q4 | $1.12M | Buy |
13,324
+277
| +2% | +$23.3K | ﹤0.01% | 983 |
|
|
2022
Q3 | $1.06M | Buy |
13,047
+10
| +0.1% | +$947 | ﹤0.01% | 940 |
|
|
2022
Q2 | $1.2M | Buy |
13,037
+249
| +2% | +$24.8K | ﹤0.01% | 899 |
|
|
2022
Q1 | $1.38M | Buy |
12,788
+2,020
| +19% | +$213K | ﹤0.01% | 848 |
|
|
2021
Q4 | $1.25M | Sell |
10,768
-24
| -0.2% | -$2.63K | ﹤0.01% | 854 |
|
|
2021
Q3 | $1.1M | Buy |
10,792
+177
| +2% | +$18.8K | ﹤0.01% | 900 |
|
|
2021
Q2 | $1.08M | Sell |
10,615
-310
| -3% | -$30.8K | ﹤0.01% | 900 |
|
|
2021
Q1 | $1M | Sell |
10,925
-418
| -4% | -$36.7K | ﹤0.01% | 1021 |
|
|
2020
Q4 | $972K | Buy |
11,343
+72
| +0.6% | +$5.99K | ﹤0.01% | 966 |
|
|
2020
Q3 | $900K | Buy |
11,271
+841
| +8% | +$67.9K | ﹤0.01% | 847 |
|
|
2020
Q2 | $822K | Buy |
10,430
+3,640
| +54% | +$276K | ﹤0.01% | 814 |
|
|
2020
Q1 | $472K | Sell |
6,790
-1,408
| -17% | -$125K | ﹤0.01% | 973 |
|
|
2019
Q4 | $763K | Sell |
8,198
-1,574
| -16% | -$146K | ﹤0.01% | 910 |
|
|
2019
Q3 | $914K | Sell |
9,772
-325
| -3% | -$29.6K | ﹤0.01% | 796 |
|
|
2019
Q2 | $882K | Buy |
10,097
+571
| +6% | +$50K | ﹤0.01% | 807 |
|
|
2019
Q1 | $829K | Sell |
9,526
-1,165
| -11% | -$96.3K | ﹤0.01% | 799 |
|
|
2018
Q4 | $801K | Buy |
10,691
+1,267
| +13% | +$99.6K | ﹤0.01% | 759 |
|
|
2018
Q3 | $754K | Sell |
9,424
-484
| -5% | -$39.5K | ﹤0.01% | 875 |
|
|
2018
Q2 | $798K | Sell |
9,908
-6,684
| -40% | -$515K | ﹤0.01% | 871 |
|
|
2018
Q1 | $1.25M | Buy |
16,592
+6,769
| +69% | +$514K | 0.01% | 618 |
|
|
2017
Q4 | $796K | Buy |
9,823
+960
| +11% | +$77.9K | ﹤0.01% | 843 |
|
|
2017
Q3 | $708K | Sell |
8,863
-2,280
| -20% | -$183K | ﹤0.01% | 879 |
|
|
2017
Q2 | $889K | Sell |
11,143
-754
| -6% | -$60K | ﹤0.01% | 746 |
|
|
2017
Q1 | $934K | Sell |
11,897
-1,753
| -13% | -$137K | 0.01% | 705 |
|
|
2016
Q4 | $1.05M | Buy |
13,650
+1,308
| +11% | +$99.4K | 0.01% | 605 |
|
|
2016
Q3 | $995K | Buy |
12,342
+2,222
| +22% | +$184K | 0.01% | 593 |
|
|
2016
Q2 | $834K | Sell |
10,120
-5,653
| -36% | -$443K | 0.01% | 570 |
|
|
2016
Q1 | $1.23M | Buy |
15,773
+8,752
| +125% | +$635K | 0.01% | 444 |
|
|
2015
Q4 | $527K | Sell |
7,021
-5,287
| -43% | -$395K | ﹤0.01% | 733 |
|
|
2015
Q3 | $873K | Buy |
+12,308
| New | +$897K | 0.01% | 517 |
|
|
2015
Q2 | – | Sell |
-16,487
| Closed | -$1.31M | – | 2067 |
|
|
2015
Q1 | $1.31M | Sell |
16,487
-5,669
| -26% | -$453K | 0.01% | 384 |
|
|
2014
Q4 | $1.7M | Buy |
22,156
+13,711
| +162% | +$1.03M | 0.02% | 310 |
|
|
2014
Q3 | $584K | Buy |
8,445
+903
| +12% | +$65.4K | 0.01% | 594 |
|
|
2014
Q2 | $541K | Buy |
7,542
+2,763
| +58% | +$195K | 0.01% | 615 |
|
|
2014
Q1 | $323K | Buy |
4,779
+2,158
| +82% | +$143K | ﹤0.01% | 789 |
|
|
2013
Q4 | $165K | Buy |
2,621
+460
| +21% | +$29.6K | ﹤0.01% | 947 |
|
|
2013
Q3 | $138K | Buy |
2,161
+25
| +1% | +$1.63K | ﹤0.01% | 927 |
|
|
2013
Q2 | $142K | Buy |
+2,136
| New | +$151K | ﹤0.01% | 806 |
|
Other funds holding IYR
WI
CBU
IMPI
