Blue Trust Inc’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	$99.6K	Hold	1,053	–	–	﹤0.01%	1033
2025 Q4	$98.9K	Sell	1,053 -203	-16%	-$19.3K	﹤0.01%	1074
2025 Q3	$122K	Buy	1,256 +346	+38%	+$33.3K	﹤0.01%	989
2025 Q2	$86.2K	Hold	910	–	–	﹤0.01%	1105
2025 Q1	$87.1K	Hold	910	–	–	﹤0.01%	1056
2024 Q4	$84.7K	Sell	910 -180	-17%	-$17.7K	﹤0.01%	1005
2024 Q3	$95.7K	Buy	1,090 +1	+0.1%	+$96	﹤0.01%	1245
2024 Q2	$97.9K	Hold	1,089	–	–	﹤0.01%	988
2024 Q1	$97.9K	Sell	1,089 -1,146	-51%	-$101K	﹤0.01%	725
2023 Q4	$175K	Buy	2,235 +1,155	+107%	+$94.6K	﹤0.01%	485
2023 Q3	$93K	Sell	1,080 -1,557	-59%	-$133K	﹤0.01%	644
2023 Q2	$224K	Sell	2,637 -164	-6%	-$13.8K	﹤0.01%	348
2023 Q1	$236K	Sell	2,801 -666	-19%	-$58.3K	﹤0.01%	486
2022 Q4	$282K	Buy	3,467 +1,202	+53%	+$101K	0.01%	365
2022 Q3	$208K	Buy	2,265 +67	+3%	+$6.34K	﹤0.01%	345
2022 Q2	$238K	Buy	+2,198	New	+$219K	﹤0.01%	297