Cardiff Park Advisors’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
2025 Q4	–	Sell	-85	Closed	-$8.25K	–	372
2025 Q3	$8.25K	Hold	85	–	–	﹤0.01%	368
2025 Q2	$8.05K	Hold	85	–	–	﹤0.01%	340
2025 Q1	$8.13K	Hold	85	–	–	﹤0.01%	339
2024 Q4	$7.88K	Buy	85 +1	+1%	+$99	﹤0.01%	328
2024 Q3	$8.55K	Buy	84 +1	+1%	+$96	﹤0.01%	329
2024 Q2	$7.31K	Hold	83	–	–	﹤0.01%	322
2024 Q1	$7.44K	Sell	83 -548	-87%	-$48.5K	﹤0.01%	341
2023 Q4	$57.7K	Buy	631 +12	+2%	+$982	0.01%	284
2023 Q3	$48.4K	Hold	619	–	–	0.01%	270
2023 Q2	$53.6K	Buy	619 +3	+0.5%	+$252	0.01%	283
2023 Q1	$52.3K	Buy	616 +3	+0.5%	+$262	0.01%	277
2022 Q4	$51.6K	Buy	613 +12	+2%	+$1.01K	0.01%	278
2022 Q3	$49K	Buy	601 +1	+0.2%	+$95	0.01%	281
2022 Q2	$55K	Buy	600 +2	+0.3%	+$199	0.01%	279
2022 Q1	$65K	Buy	598 +2	+0.3%	+$211	0.01%	279
2021 Q4	$69K	Buy	+596	New	+$65.3K	0.01%	271