Arkadios Wealth 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	$292K	Buy	+3,093	New	+$300K	﹤0.01%	1368
2025 Q4	–	Sell	-2,809	Closed	-$273K	–	1617
2025 Q3	$273K	Buy	2,809 +110	+4%	+$10.6K	0.01%	1195
2025 Q2	$256K	Buy	2,699 +161	+6%	+$15K	0.01%	1113
2025 Q1	$243K	Buy	+2,538	New	+$241K	0.01%	984
2024 Q4	–	Sell	-2,014	Closed	-$205K	–	974
2024 Q3	$205K	Buy	+2,014	New	+$194K	0.01%	837
2024 Q2	–	Sell	-2,300	Closed	-$207K	–	891
2024 Q1	$207K	Buy	2,300 +76	+3%	+$6.72K	0.02%	647
2023 Q4	$203K	Buy	+2,224	New	+$182K	0.02%	645
2022 Q2	–	Sell	-2,076	Closed	-$225K	–	578
2022 Q1	$225K	Buy	2,076 +53	+3%	+$5.59K	0.03%	503
2021 Q4	$235K	Buy	2,023 +329	+19%	+$36K	0.03%	507
2021 Q3	$173K	Buy	1,694 +2	+0.1%	+$213	0.02%	545
2021 Q2	$172K	Buy	1,692 +1,224	+262%	+$122K	0.02%	574
2021 Q1	$43K	Buy	+468	New	+$41.1K	0.01%	728
2020 Q1	–	Sell	-115	Closed	-$11.4K	–	1251
2019 Q4	$11.4K	Buy	+115	New	+$10.7K	0.01%	565