Bradley Foster & Sargent’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	$379K	Hold	4,009	–	–	0.01%	426
2025 Q4	$376K	Hold	4,009	–	–	0.01%	431
2025 Q3	$389K	Hold	4,009	–	–	0.01%	427
2025 Q2	$380K	Hold	4,009	–	–	0.01%	427
2025 Q1	$384K	Hold	4,009	–	–	0.01%	369
2024 Q4	$373K	Sell	4,009 -125	-3%	-$12.3K	0.01%	391
2024 Q3	$421K	Buy	4,134 +125	+3%	+$12K	0.01%	375
2024 Q2	$352K	Hold	4,009	–	–	0.01%	391
2024 Q1	$360K	Hold	4,009	–	–	0.01%	376
2023 Q4	$366K	Hold	4,009	–	–	0.01%	375
2023 Q3	$347K	Hold	4,009	–	–	0.01%	377
2023 Q2	$347K	Hold	4,009	–	–	0.01%	377
2023 Q1	$340K	Hold	4,009	–	–	0.01%	365
2022 Q4	$338K	Sell	4,009 -155	-4%	-$13K	0.01%	363
2022 Q3	$339K	Hold	4,164	–	–	0.01%	353
2022 Q2	$383K	Buy	4,164 +155	+4%	+$15.5K	0.01%	353
2022 Q1	$434K	Buy	4,009 +909	+29%	+$95.9K	0.01%	363
2021 Q4	$360K	Buy	+3,100	New	+$340K	0.01%	370