Ameritas Advisory Services’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	$450K	Buy	4,754 +76	+2%	+$7.38K	0.02%	612
2025 Q4	$439K	Sell	4,678 -246	-5%	-$23.4K	0.02%	617
2025 Q3	$478K	Sell	4,924 -1,604	-25%	-$154K	0.03%	404
2025 Q2	$619K	Buy	6,528 +493	+8%	+$46K	0.03%	453
2025 Q1	$567K	Sell	6,035 -4	-0.1%	-$380	0.02%	544
2024 Q4	$562K	Buy	6,039 +2,159	+56%	+$213K	0.02%	562
2024 Q3	$395K	Sell	3,880 -1,300	-25%	-$125K	0.02%	605
2024 Q2	$455K	Buy	5,180 +1,752	+51%	+$150K	0.02%	609
2024 Q1	$293K	Buy	3,428 +666	+24%	+$58.9K	0.01%	718
2023 Q4	$251K	Buy	+2,762	New	+$226K	0.01%	602
2023 Q2	–	Sell	-2,415	Closed	-$204K	–	1580
2023 Q1	$204K	Buy	+2,415	New	+$211K	0.01%	768
2022 Q3	–	Sell	-4,585	Closed	-$422K	–	788
2022 Q2	$422K	Buy	+4,585	New	+$457K	0.02%	508