Castle 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	$342K	Hold	3,618	–	–	0.11%	99
2025 Q4	$340K	Buy	3,618 +1	+0%	+$95	0.11%	97
2025 Q3	$351K	Buy	3,617 +1	+0%	+$96	0.12%	94
2025 Q2	$343K	Sell	3,616 -1,382	-28%	-$129K	0.12%	94
2025 Q1	$479K	Hold	4,998	–	–	0.19%	76
2024 Q4	$465K	Buy	4,998 +1	+0%	+$99	0.18%	80
2024 Q3	$509K	Buy	4,997 +1	+0%	+$96	0.2%	74
2024 Q2	$438K	Buy	4,996 +1	+0%	+$86	0.21%	84
2024 Q1	$449K	Hold	4,995	–	–	0.23%	86
2023 Q4	$457K	Sell	4,995 -10	-0.2%	-$819	0.27%	82
2023 Q3	$395K	Hold	5,005	–	–	0.28%	73
2023 Q2	$433K	Sell	5,005 -390	-7%	-$32.8K	0.3%	70
2023 Q1	$458K	Sell	5,395 -1,330	-20%	-$116K	0.35%	64
2022 Q4	$566K	Buy	6,725 +2,575	+62%	+$216K	0.36%	56
2022 Q3	$338K	Hold	4,150	–	–	0.21%	78
2022 Q2	$382K	Buy	+4,150	New	+$414K	0.22%	73