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Creekmur Asset Management’s iShares US Real Estate ETF IYR Stock Holding History

Creekmur Asset Management’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
2025
Q3 		$194 Hold
2
– – ﹤0.01% 700
2025
Q2 		$190 Hold
2
– – ﹤0.01% 711
2025
Q1 		$192 Hold
2
– – ﹤0.01% 664
2024
Q4 		$186 Hold
2
– – ﹤0.01% 793
2024
Q3 		$204 Sell
2
-21
-91% -$2.02K ﹤0.01% 868
2024
Q2 		$2.02K Buy
+23
New +$1.97K ﹤0.01% 708

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WI
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CBU
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $4.96B AUM 31.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return