Cape Investment Advisory’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	–	Sell	-234	Closed	-$22K	–	714
2025 Q4	$22K	Sell	234 -58	-20%	-$5.53K	0.01%	589
2025 Q3	$28.3K	Sell	292 -36	-11%	-$3.46K	0.03%	285
2025 Q2	$31.1K	Sell	328 -17	-5%	-$1.59K	0.01%	438
2025 Q1	$33K	Sell	345 -97	-22%	-$9.23K	0.01%	404
2024 Q4	$41.1K	Sell	442 -21	-5%	-$2.07K	0.02%	353
2024 Q3	$47.2K	Sell	463 -93	-17%	-$8.96K	0.02%	328
2024 Q2	$48.8K	Buy	556 +9	+2%	+$772	0.02%	298
2024 Q1	$49.2K	Buy	547 +43	+9%	+$3.8K	0.02%	310
2023 Q4	$46.1K	Buy	504 +43	+9%	+$3.52K	0.02%	363
2023 Q3	$36K	Buy	461 +2	+0.4%	+$170	0.02%	349
2023 Q2	$39.7K	Sell	459 -15	-3%	-$1.26K	0.02%	323
2023 Q1	$40.2K	Buy	+474	New	+$41.5K	0.02%	301