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Cypress Financial Planning’s iShares US Real Estate ETF IYR Stock Holding History

Cypress Financial Planning’s Portfolio IYR Stock Details IYR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$576K Buy
6,075
+2,179
+56% +$207K 0.19% 41
2025
Q1 		$373K Buy
3,896
+22
+0.6% +$2.11K 0.13% 51
2024
Q4 		$361K Buy
+3,874
New +$361K 0.13% 51