Capital Investment Advisory Services’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	-5	Closed	-$493	–	1235
2025 Q4	$493	Sell	5 -16	-76%	-$1.52K	﹤0.01%	1155
2025 Q3	$2.04K	Hold	21	–	–	﹤0.01%	1059
2025 Q2	$1.99K	Hold	21	–	–	﹤0.01%	1030
2025 Q1	$2.01K	Sell	21 -150	-88%	-$14.3K	﹤0.01%	963
2024 Q4	$15.9K	Hold	171	–	–	﹤0.01%	782
2024 Q3	$17.4K	Hold	171	–	–	﹤0.01%	805
2024 Q2	$15K	Sell	171 -449	-72%	-$38.5K	﹤0.01%	795
2024 Q1	$55.7K	Buy	620 +2	+0.3%	+$177	0.01%	641
2023 Q4	$56.5K	Buy	618 +9	+1%	+$737	0.01%	653
2023 Q3	$47.6K	Hold	609	–	–	﹤0.01%	632
2023 Q2	$52.7K	Buy	609 +23	+4%	+$1.93K	0.01%	597
2023 Q1	$49.8K	Buy	586 +2	+0.3%	+$175	0.01%	599
2022 Q4	$49.1K	Buy	584 +434	+289%	+$36.4K	0.01%	617
2022 Q3	$12K	Hold	150	–	–	﹤0.01%	679
2022 Q2	$14K	Hold	150	–	–	﹤0.01%	693
2022 Q1	$16K	Hold	150	–	–	﹤0.01%	711
2021 Q4	$17K	Hold	150	–	–	﹤0.01%	688
2021 Q3	$15K	Hold	150	–	–	﹤0.01%	653
2021 Q2	$15K	Hold	150	–	–	﹤0.01%	681
2021 Q1	$14K	Hold	150	–	–	﹤0.01%	635
2020 Q4	$13K	Hold	150	–	–	﹤0.01%	602
2020 Q3	$12K	Buy	+150	New	+$12.1K	﹤0.01%	536