Creative Planning’s iShares Global REIT ETF REET Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.06M | Sell |
245,241
-2,739
| -1% | -$67.7K | 0.01% | 697 |
|
|
2025
Q1 | $6.02M | Sell |
247,980
-9,799
| -4% | -$238K | 0.01% | 650 |
|
|
2024
Q4 | $6.18M | Sell |
257,779
-10,003
| -4% | -$240K | 0.01% | 590 |
|
|
2024
Q3 | $7.15M | Sell |
267,782
-18,128
| -6% | -$484K | 0.01% | 532 |
|
|
2024
Q2 | $6.65M | Sell |
285,910
-10,173
| -3% | -$237K | 0.01% | 535 |
|
|
2024
Q1 | $7.01M | Sell |
296,083
-36,178
| -11% | -$857K | 0.01% | 510 |
|
|
2023
Q4 | $8.03M | Sell |
332,261
-8,040
| -2% | -$194K | 0.01% | 432 |
|
|
2023
Q3 | $7.2M | Sell |
340,301
-15,779
| -4% | -$334K | 0.01% | 434 |
|
|
2023
Q2 | $8.18M | Sell |
356,080
-15,967
| -4% | -$367K | 0.01% | 393 |
|
|
2023
Q1 | $8.53M | Sell |
372,047
-6,414
| -2% | -$147K | 0.01% | 374 |
|
|
2022
Q4 | $8.59M | Buy |
378,461
+264,658
| +233% | +$6.01M | 0.01% | 365 |
|
|
2022
Q3 | $2.42M | Buy |
113,803
+364
| +0.3% | +$7.74K | ﹤0.01% | 631 |
|
|
2022
Q2 | $2.74M | Buy |
113,439
+21,762
| +24% | +$526K | ﹤0.01% | 608 |
|
|
2022
Q1 | $2.68M | Buy |
91,677
+2,892
| +3% | +$84.5K | ﹤0.01% | 631 |
|
|
2021
Q4 | $2.72M | Sell |
88,785
-10,927
| -11% | -$335K | ﹤0.01% | 596 |
|
|
2021
Q3 | $2.73M | Buy |
99,712
+1,097
| +1% | +$30.1K | ﹤0.01% | 585 |
|
|
2021
Q2 | $2.73M | Sell |
98,615
-11,995
| -11% | -$333K | ﹤0.01% | 571 |
|
|
2021
Q1 | $2.82M | Buy |
110,610
+2,565
| +2% | +$65.3K | 0.01% | 582 |
|
|
2020
Q4 | $2.59M | Sell |
108,045
-4,575
| -4% | -$110K | 0.01% | 568 |
|
|
2020
Q3 | $2.37M | Buy |
112,620
+57,379
| +104% | +$1.21M | 0.01% | 499 |
|
|
2020
Q2 | $1.15M | Sell |
55,241
-65,451
| -54% | -$1.37M | ﹤0.01% | 684 |
|
|
2020
Q1 | $2.31M | Buy |
120,692
+102,514
| +564% | +$1.96M | 0.01% | 386 |
|
|
2019
Q4 | $502K | Sell |
18,178
-99
| -0.5% | -$2.73K | ﹤0.01% | 1100 |
|
|
2019
Q3 | $513K | Sell |
18,277
-123
| -0.7% | -$3.45K | ﹤0.01% | 1044 |
|
|
2019
Q2 | $491K | Buy |
+18,400
| New | +$491K | ﹤0.01% | 1081 |
|
|
2017
Q3 | – | Sell |
-2,380
| Closed | -$61K | – | 3218 |
|
|
2017
Q2 | $61K | Buy |
+2,380
| New | +$61K | ﹤0.01% | 2342 |
|