Aptus Capital Advisors’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	$453K	Sell	4,786 -272	-5%	-$26.4K	﹤0.01%	742
2025 Q4	$475K	Buy	5,058 +1,325	+35%	+$126K	﹤0.01%	747
2025 Q3	$362K	Sell	3,733 -465	-11%	-$44.7K	﹤0.01%	794
2025 Q2	$398K	Sell	4,198 -748	-15%	-$69.8K	﹤0.01%	741
2025 Q1	$474K	Sell	4,946 -4,409	-47%	-$419K	0.01%	653
2024 Q4	$871K	Buy	+9,355	New	+$922K	0.01%	521
2023 Q4	–	Sell	-42	Closed	-$3.28K	–	952
2023 Q3	$3.28K	Hold	42	–	–	﹤0.01%	849
2023 Q2	$3.63K	Sell	42 -127	-75%	-$10.7K	﹤0.01%	741
2023 Q1	$14.3K	Buy	+169	New	+$14.8K	﹤0.01%	656
2021 Q1	–	Sell	-11	Closed	–	–	540
2020 Q4	$0	Hold	11	–	–	﹤0.01%	500
2020 Q3	$0	Sell	11 -1,470	-99%	-$119K	﹤0.01%	487
2020 Q2	$116K	Buy	1,481 +1,470	+13,364%	+$111K	0.01%	282
2020 Q1	$0	Hold	11	–	–	﹤0.01%	468
2019 Q4	$1K	Buy	+11	New	+$1.02K	﹤0.01%	494