Abacus Planning Group’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	$308K	Hold	3,259	–	–	0.04%	199
2025 Q4	$306K	Hold	3,259	–	–	0.04%	194
2025 Q3	$316K	Sell	3,259 -1,016	-24%	-$97.8K	0.04%	183
2025 Q2	$405K	Hold	4,275	–	–	0.06%	145
2025 Q1	$409K	Hold	4,275	–	–	0.07%	134
2024 Q4	$398K	Hold	4,275	–	–	0.07%	134
2024 Q3	$435K	Hold	4,275	–	–	0.08%	125
2024 Q2	$375K	Hold	4,275	–	–	0.07%	128
2024 Q1	$384K	Hold	4,275	–	–	0.08%	127
2023 Q4	$391K	Hold	4,275	–	–	0.08%	121
2023 Q3	$334K	Hold	4,275	–	–	0.08%	127
2023 Q2	$370K	Hold	4,275	–	–	0.09%	121
2023 Q1	$363K	Hold	4,275	–	–	0.09%	119
2022 Q4	$360K	Hold	4,275	–	–	0.1%	121
2022 Q3	$348K	Hold	4,275	–	–	0.11%	121
2022 Q2	$393K	Hold	4,275	–	–	0.12%	112
2022 Q1	$463K	Hold	4,275	–	–	0.12%	121
2021 Q4	$496K	Hold	4,275	–	–	0.13%	113
2021 Q3	$438K	Hold	4,275	–	–	0.14%	107
2021 Q2	$436K	Hold	4,275	–	–	0.13%	112
2021 Q1	$393K	Hold	4,275	–	–	0.13%	115
2020 Q4	$366K	Hold	4,275	–	–	0.11%	116
2020 Q3	$341K	Hold	4,275	–	–	0.12%	109
2020 Q2	$337K	Hold	4,275	–	–	0.14%	105
2020 Q1	$297K	Hold	4,275	–	–	0.15%	108
2019 Q4	$398K	Sell	4,275 -100	-2%	-$9.27K	0.18%	100
2019 Q3	$409K	Hold	4,375	–	–	0.2%	92
2019 Q2	$382K	Buy	4,375 +110	+3%	+$9.63K	0.23%	95
2019 Q1	$371K	Hold	4,265	–	–	0.23%	92
2018 Q4	$320K	Sell	4,265 -519	-11%	-$40.8K	0.24%	93
2018 Q3	$382K	Hold	4,784	–	–	0.26%	89
2018 Q2	$385K	Sell	4,784 -1,097	-19%	-$84.5K	0.29%	81
2018 Q1	$444K	Sell	5,881 -24	-0.4%	-$1.82K	0.36%	66
2017 Q4	$478K	Buy	+5,905	New	+$479K	0.48%	46