Center for Financial Planning’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	$216K	Hold	2,286	–	–	0.02%	165
2025 Q4	$215K	Hold	2,286	–	–	0.02%	168
2025 Q3	$222K	Hold	2,286	–	–	0.02%	164
2025 Q2	$217K	Hold	2,286	–	–	0.02%	158
2025 Q1	$219K	Hold	2,286	–	–	0.03%	151
2024 Q4	$213K	Hold	2,286	–	–	0.03%	151
2024 Q3	$233K	Hold	2,286	–	–	0.03%	142
2024 Q2	$201K	Hold	2,286	–	–	0.03%	147
2024 Q1	$206K	Hold	2,286	–	–	0.03%	147
2023 Q4	$209K	Hold	2,286	–	–	0.04%	135
2023 Q3	$179K	Hold	2,286	–	–	0.04%	139
2023 Q2	$198K	Hold	2,286	–	–	0.04%	131
2023 Q1	$194K	Hold	2,286	–	–	0.04%	130
2022 Q4	$192K	Sell	2,286 -539	-19%	-$45.3K	0.05%	132
2022 Q3	$230K	Hold	2,825	–	–	0.06%	112
2022 Q2	$260K	Hold	2,825	–	–	0.07%	109
2022 Q1	$306K	Hold	2,825	–	–	0.06%	107
2021 Q4	$328K	Hold	2,825	–	–	0.07%	103
2021 Q3	$289K	Hold	2,825	–	–	0.07%	104
2021 Q2	$288K	Hold	2,825	–	–	0.07%	108
2021 Q1	$260K	Hold	2,825	–	–	0.07%	107
2020 Q4	$242K	Hold	2,825	–	–	0.07%	106
2020 Q3	$226K	Sell	2,825 -433	-13%	-$35K	0.07%	103
2020 Q2	$257K	Sell	3,258 -460	-12%	-$34.9K	0.09%	94
2020 Q1	$259K	Sell	3,718 -48	-1%	-$4.25K	0.09%	91
2019 Q4	$351K	Buy	+3,766	New	+$349K	0.09%	89