Avion Wealth’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	$7K	Hold	77	–	–	﹤0.01%	580
2025 Q4	$7K	Sell	77 -67	-47%	-$6.39K	﹤0.01%	583
2025 Q3	$13K	Hold	144	–	–	﹤0.01%	423
2025 Q2	$13K	Hold	144	–	–	﹤0.01%	402
2025 Q1	$13K	Hold	144	–	–	﹤0.01%	347
2024 Q4	$13K	Hold	144	–	–	﹤0.01%	347
2024 Q3	$14K	Hold	144	–	–	﹤0.01%	310
2024 Q2	$12K	Hold	144	–	–	﹤0.01%	303
2024 Q1	$13K	Hold	144	–	–	﹤0.01%	273
2023 Q4	$13K	Hold	144	–	–	﹤0.01%	249
2023 Q3	$11K	Hold	144	–	–	﹤0.01%	262
2023 Q2	$12K	Hold	144	–	–	﹤0.01%	276
2023 Q1	$12K	Hold	144	–	–	﹤0.01%	252
2022 Q4	$11K	Hold	144	–	–	﹤0.01%	256
2022 Q3	$12K	Hold	144	–	–	﹤0.01%	253
2022 Q2	$13K	Hold	144	–	–	﹤0.01%	241
2022 Q1	$16K	Hold	144	–	–	﹤0.01%	192
2021 Q4	$17K	Hold	144	–	–	﹤0.01%	190
2021 Q3	$15K	Hold	144	–	–	﹤0.01%	201
2021 Q2	$15K	Hold	144	–	–	﹤0.01%	194
2021 Q1	$13K	Hold	144	–	–	﹤0.01%	199
2020 Q4	$12K	Hold	144	–	–	﹤0.01%	206
2020 Q3	$11K	Hold	144	–	–	﹤0.01%	175
2020 Q2	$11K	Hold	144	–	–	﹤0.01%	157
2020 Q1	$10K	Buy	+144	New	+$12.7K	﹤0.01%	156