Creekside Partners’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
$772K Buy
8,144
+15
+0.2% +$1.42K 0.37% 62
2025
Q1
$778K Buy
8,129
+12
+0.1% +$1.15K 0.41% 59
2024
Q4
$755K Buy
8,117
+26
+0.3% +$2.42K 0.39% 58
2024
Q3
$824K Buy
8,091
+21
+0.3% +$2.14K 0.43% 53
2024
Q2
$708K Buy
+8,070
New +$708K 0.39% 57