Atria Investments’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	–	Sell	-12,111	Closed	-$1.14M	–	2105
2025 Q4	$1.14M	Buy	+12,111	New	+$1.15M	0.01%	1000
2025 Q1	–	Sell	-10,581	Closed	-$985K	–	1960
2024 Q4	$985K	Buy	+10,581	New	+$1.04M	0.01%	991
2024 Q3	–	Sell	-2,694	Closed	-$236K	–	1981
2024 Q2	$236K	Buy	+2,694	New	+$231K	﹤0.01%	1725
2022 Q4	–	Sell	-15,753	Closed	-$1.28M	–	792
2022 Q3	$1.28M	Buy	15,753 +3,650	+30%	+$346K	0.03%	631
2022 Q2	$1.11M	Buy	+12,103	New	+$1.21M	0.02%	712
2019 Q4	–	Sell	-5,046	Closed	-$472K	–	1219
2019 Q3	$472K	Buy	+5,046	New	+$460K	0.02%	597
2019 Q2	–	Sell	-4,208	Closed	-$366K	–	1032
2019 Q1	$366K	Sell	4,208 -723	-15%	-$59.8K	0.02%	621
2018 Q4	$370K	Sell	4,931 -359	-7%	-$28.2K	0.02%	596
2018 Q3	$423K	Buy	+5,290	New	+$431K	0.02%	647
2017 Q4	–	Sell	-8,141	Closed	-$650K	–	857
2017 Q3	$650K	Buy	8,141 +258	+3%	+$20.7K	0.04%	404
2017 Q2	$629K	Sell	7,883 -473	-6%	-$37.6K	0.04%	379
2017 Q1	$656K	Buy	8,356 +887	+12%	+$69.2K	0.04%	340
2016 Q4	$575K	Sell	7,469 -1,011	-12%	-$76.8K	0.04%	322
2016 Q3	$684K	Sell	8,480 -22,755	-73%	-$1.88M	0.06%	259
2016 Q2	$2.57M	Sell	31,235 -5,899	-16%	-$462K	0.28%	53
2016 Q1	$2.89M	Buy	+37,134	New	+$2.69M	0.33%	45
2015 Q2	–	Sell	-17,527	Closed	-$1.39M	–	413
2015 Q1	$1.39M	Sell	17,527 -1,730	-9%	-$138K	0.16%	97
2014 Q4	$1.48M	Sell	19,257 -21,025	-52%	-$1.57M	0.16%	107
2014 Q3	$2.79M	Buy	40,282 +6,965	+21%	+$505K	0.29%	66
2014 Q2	$2.39M	Buy	33,317 +21,597	+184%	+$1.52M	0.24%	83
2014 Q1	$793K	Buy	11,720 +4,032	+52%	+$268K	0.08%	211
2013 Q4	$485K	Sell	7,688 -5,957	-44%	-$384K	0.05%	293
2013 Q3	$870K	Buy	13,645 +506	+4%	+$33.1K	0.09%	184
2013 Q2	$873K	Buy	+13,139	New	+$929K	0.11%	119