CarsonAllaria Wealth Management’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	$5.12M	Buy	54,104 +1,039	+2%	+$101K	2.53%	14
2025 Q4	$4.98M	Buy	53,065 +3,426	+7%	+$327K	2.47%	14
2025 Q3	$4.82M	Buy	49,639 +2,403	+5%	+$231K	2.51%	14
2025 Q2	$4.48M	Buy	47,236 +15	+0%	+$1.4K	2.4%	14
2025 Q1	$4.52M	Sell	47,221 -4,055	-8%	-$386K	2.62%	13
2024 Q4	$4.77M	Sell	51,276 -582	-1%	-$57.4K	2.73%	11
2024 Q3	$5.28M	Buy	51,858 +1,396	+3%	+$134K	3.03%	9
2024 Q2	$4.43M	Buy	50,462 +4,971	+11%	+$426K	2.71%	11
2024 Q1	$4.09M	Buy	45,491 +6,346	+16%	+$561K	2.57%	12
2023 Q4	$3.58M	Buy	39,145 +3,878	+11%	+$317K	2.56%	14
2023 Q3	$2.76M	Buy	35,267 +1,788	+5%	+$152K	2.24%	15
2023 Q2	$2.9M	Buy	33,479 +1,461	+5%	+$123K	2.28%	14
2023 Q1	$2.72M	Buy	32,018 +2,863	+10%	+$250K	2.29%	14
2022 Q4	$2.46M	Buy	29,155 +340	+1%	+$28.6K	2.15%	14
2022 Q3	$2.35M	Buy	28,815 +2,490	+9%	+$236K	2.18%	14
2022 Q2	$2.42M	Buy	26,325 +1,038	+4%	+$103K	2.26%	14
2022 Q1	$2.74M	Buy	25,287 +3,533	+16%	+$373K	2.45%	13
2021 Q4	$2.53M	Buy	+21,754	New	+$2.38M	2.23%	17