Atria Wealth Solutions’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
2025 Q2	$425K	Buy	4,478 +25	+0.6%	+$2.33K	0.01%	993
2025 Q1	$426K	Buy	4,453 +139	+3%	+$13.2K	0.01%	1276
2024 Q4	$402K	Sell	4,314 -1,033	-19%	-$102K	﹤0.01%	1385
2024 Q3	$545K	Sell	5,347 -318	-6%	-$30.6K	0.01%	1208
2024 Q2	$497K	Buy	5,665 +72	+1%	+$6.18K	0.01%	1241
2024 Q1	$503K	Buy	5,593 +151	+3%	+$13.4K	0.01%	1262
2023 Q4	$497K	Buy	5,442 +221	+4%	+$18.1K	0.01%	1216
2023 Q3	$410K	Sell	5,221 -98	-2%	-$8.35K	0.01%	1230
2023 Q2	$460K	Sell	5,319 -3,520	-40%	-$296K	0.01%	1201
2023 Q1	$750K	Buy	8,839 +2,556	+41%	+$224K	0.01%	933
2022 Q4	$529K	Sell	6,283 -580	-8%	-$48.7K	0.01%	1051
2022 Q3	$559K	Buy	6,863 +134	+2%	+$12.7K	0.01%	966
2022 Q2	$619K	Sell	6,729 -3,771	-36%	-$376K	0.01%	875
2022 Q1	$1.14M	Buy	+10,500	New	+$1.11M	0.02%	678