Cresset Asset Management’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 | $1.24M | Buy |
13,152
+8,798
| +202% | +$855K | 0.01% | 705 |
|
|
2025
Q4 | $409K | Hold |
4,354
| – | – | ﹤0.01% | 1164 |
|
|
2025
Q3 | $423K | Hold |
4,354
| – | – | ﹤0.01% | 1099 |
|
|
2025
Q2 | $413K | Sell |
4,354
-1,000
| -19% | -$93.3K | ﹤0.01% | 998 |
|
|
2025
Q1 | $513K | Sell |
5,354
-96
| -2% | -$9.13K | ﹤0.01% | 1059 |
|
|
2024
Q4 | $507K | Sell |
5,450
-773
| -12% | -$76.2K | ﹤0.01% | 1076 |
|
|
2024
Q3 | $634K | Sell |
6,223
-3
| -0% | -$289 | ﹤0.01% | 1395 |
|
|
2024
Q2 | $546K | Buy |
6,226
+120
| +2% | +$10.3K | ﹤0.01% | 1401 |
|
|
2024
Q1 | $549K | Sell |
6,106
-4,316
| -41% | -$382K | ﹤0.01% | 1296 |
|
|
2023
Q4 | $953K | Sell |
10,422
-221
| -2% | -$18.1K | 0.01% | 913 |
|
|
2023
Q3 | $841K | Sell |
10,643
-1,088
| -9% | -$92.7K | 0.01% | 937 |
|
|
2023
Q2 | $1.02M | Buy |
11,731
+331
| +3% | +$27.8K | 0.01% | 940 |
|
|
2023
Q1 | $968K | Sell |
11,400
-6,122
| -35% | -$536K | 0.02% | 347 |
|
|
2022
Q4 | $1.48M | Buy |
17,522
+703
| +4% | +$59K | 0.02% | 240 |
|
|
2022
Q3 | $1.37M | Sell |
16,819
-34
| -0.2% | -$3.22K | 0.02% | 281 |
|
|
2022
Q2 | $1.55M | Buy |
16,853
+315
| +2% | +$31.4K | 0.02% | 271 |
|
|
2022
Q1 | $1.79M | Sell |
16,538
-1,300
| -7% | -$137K | 0.02% | 266 |
|
|
2021
Q4 | $2.07M | Sell |
17,838
-60
| -0.3% | -$6.57K | 0.02% | 293 |
|
|
2021
Q3 | $1.83M | Buy |
+17,898
| New | +$1.9M | 0.02% | 249 |
|
|
2019
Q2 | – | Sell |
-1,176
| Closed | -$102K | – | 1068 |
|
|
2019
Q1 | $102K | Sell |
1,176
-28,644
| -96% | -$2.37M | ﹤0.01% | 549 |
|
|
2018
Q4 | $2.23M | Buy |
+29,820
| New | +$2.34M | 0.13% | 38 |
|
Other funds holding IYR
WI
CBU
IMPI
