CX Institutional’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
$21K Buy
222
+180
+429% +$17K ﹤0.01% 954
2025
Q1
$4K Buy
+42
New +$4K ﹤0.01% 1088
2023
Q1
Sell
-57,408
Closed -$4.83M 535
2022
Q4
$4.83M Buy
57,408
+29,326
+104% +$2.47M 0.29% 87
2022
Q3
$2.29M Sell
28,082
-4,244
-13% -$345K 0.16% 159
2022
Q2
$2.97M Buy
32,326
+4,807
+17% +$442K 0.22% 115
2022
Q1
$2.98M Buy
27,519
+8,906
+48% +$964K 0.24% 114
2021
Q4
$2.16M Buy
18,613
+10,124
+119% +$1.18M 0.17% 151
2021
Q3
$869K Buy
8,489
+8,450
+21,667% +$865K 0.07% 219
2021
Q2
$4K Buy
+39
New +$4K ﹤0.01% 877