Bogart Wealth LLC’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	$473	Hold	5	–	–	﹤0.01%	1607
2025 Q4	$469	Sell	5 -75	-94%	-$7.15K	﹤0.01%	1489
2025 Q3	$7.81K	Hold	80	–	–	﹤0.01%	877
2025 Q2	$7.63K	Hold	80	–	–	﹤0.01%	844
2025 Q1	$7.71K	Hold	80	–	–	﹤0.01%	816
2024 Q4	$7.49K	Hold	80	–	–	﹤0.01%	798
2024 Q3	$8.2K	Buy	80 +5	+7%	+$482	﹤0.01%	736
2024 Q2	$6.62K	Hold	75	–	–	﹤0.01%	730
2024 Q1	$6.79K	Hold	75	–	–	﹤0.01%	707
2023 Q4	$6.9K	Hold	75	–	–	﹤0.01%	688
2023 Q3	$5.9K	Hold	75	–	–	﹤0.01%	689
2023 Q2	$6.53K	Hold	75	–	–	﹤0.01%	653
2023 Q1	$6.41K	Hold	75	–	–	﹤0.01%	664
2022 Q4	$6.36K	Hold	75	–	–	﹤0.01%	622
2022 Q3	$6K	Hold	75	–	–	﹤0.01%	654
2022 Q2	$7K	Hold	75	–	–	﹤0.01%	590
2022 Q1	$8K	Sell	75 -58	-44%	-$6.12K	﹤0.01%	521
2021 Q4	$16K	Hold	133	–	–	﹤0.01%	407
2021 Q3	$14K	Buy	133 +26	+24%	+$2.77K	﹤0.01%	413
2021 Q2	$11K	Buy	107 +75	+234%	+$7.45K	﹤0.01%	435
2021 Q1	$3K	Buy	+32	New	+$2.81K	﹤0.01%	523