Independent Financial Group’s iShares US Real Estate ETF IYR Stock Holding History

Independent Financial Group’s Portfolio IYR Stock Details IYR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$316K	Sell
2025 Q3	$399K	Sell
2025 Q2	$408K	Buy