Bellwether 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
2025 Q3	–	Sell	-1,566	Closed	-$148K	–	356
2025 Q2	$148K	Buy	1,566 +104	+7%	+$9.7K	0.03%	146
2025 Q1	$139K	Buy	1,462 +239	+20%	+$22.7K	0.03%	150
2024 Q4	$114K	Buy	+1,223	New	+$121K	0.02%	168
2023 Q2	–	Sell	-670	Closed	-$56.9K	–	282
2023 Q1	$56.9K	Buy	670 +19	+3%	+$1.66K	0.02%	183
2022 Q4	$54.9K	Buy	651 +101	+18%	+$8.48K	0.02%	185
2022 Q3	$44K	Sell	550 -1,397	-72%	-$132K	0.01%	169
2022 Q2	$179K	Buy	1,947 +20	+1%	+$1.99K	0.06%	116
2022 Q1	$208K	Sell	1,927 -294	-13%	-$31K	0.06%	132
2021 Q4	$258K	Hold	2,221	–	–	0.08%	116
2021 Q3	$231K	Sell	2,221 -61	-3%	-$6.49K	0.08%	140
2021 Q2	$232K	Buy	2,282 +58	+3%	+$5.76K	0.08%	122
2021 Q1	$204K	Buy	2,224 +15	+0.7%	+$1.32K	0.08%	109
2020 Q4	$189K	Buy	+2,209	New	+$184K	0.08%	107