Cresset Asset Management’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 | $441K | Sell |
4,654
-700
| -13% | -$66.3K | ﹤0.01% | 1112 |
|
|
2025
Q1 | $513K | Sell |
5,354
-96
| -2% | -$9.19K | ﹤0.01% | 1046 |
|
|
2024
Q4 | $507K | Sell |
5,450
-773
| -12% | -$71.9K | ﹤0.01% | 1059 |
|
|
2024
Q3 | $634K | Sell |
6,223
-3
| -0% | -$306 | ﹤0.01% | 1367 |
|
|
2024
Q2 | $546K | Buy |
6,226
+120
| +2% | +$10.5K | ﹤0.01% | 1366 |
|
|
2024
Q1 | $549K | Sell |
6,106
-4,316
| -41% | -$388K | ﹤0.01% | 1278 |
|
|
2023
Q4 | $953K | Sell |
10,422
-221
| -2% | -$20.2K | 0.01% | 894 |
|
|
2023
Q3 | $841K | Sell |
10,643
-1,088
| -9% | -$86K | ﹤0.01% | 904 |
|
|
2023
Q2 | $1.02M | Buy |
11,731
+331
| +3% | +$28.6K | ﹤0.01% | 808 |
|
|
2023
Q1 | $968K | Sell |
11,400
-6,122
| -35% | -$520K | 0.02% | 347 |
|
|
2022
Q4 | $1.48M | Buy |
17,522
+703
| +4% | +$59.2K | 0.02% | 240 |
|
|
2022
Q3 | $1.37M | Sell |
16,819
-34
| -0.2% | -$2.77K | 0.02% | 281 |
|
|
2022
Q2 | $1.55M | Buy |
16,853
+315
| +2% | +$28.9K | 0.02% | 271 |
|
|
2022
Q1 | $1.79M | Sell |
16,538
-1,300
| -7% | -$141K | 0.02% | 266 |
|
|
2021
Q4 | $2.07M | Sell |
17,838
-60
| -0.3% | -$6.97K | 0.02% | 293 |
|
|
2021
Q3 | $1.83M | Buy |
+17,898
| New | +$1.83M | 0.02% | 249 |
|
|
2019
Q2 | – | Sell |
-1,176
| Closed | -$102K | – | 1068 |
|
|
2019
Q1 | $102K | Sell |
1,176
-28,644
| -96% | -$2.48M | ﹤0.01% | 549 |
|
|
2018
Q4 | $2.24M | Buy |
+29,820
| New | +$2.24M | 0.13% | 38 |
|