CFM Wealth Partners’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	$484K	Sell	5,118 -67	-1%	-$6.51K	0.07%	105
2025 Q4	$487K	Buy	5,185 +15	+0.3%	+$1.43K	0.07%	103
2025 Q3	$502K	Hold	5,170	–	–	0.07%	101
2025 Q2	$490K	Buy	5,170 +159	+3%	+$14.8K	0.08%	97
2025 Q1	$480K	Buy	5,011 +352	+8%	+$33.5K	0.08%	98
2024 Q4	$434K	Buy	4,659 +38	+0.8%	+$3.75K	0.07%	101
2024 Q3	$471K	Hold	4,621	–	–	0.08%	103
2024 Q2	$405K	Sell	4,621 -2,987	-39%	-$256K	0.07%	110
2024 Q1	$684K	Sell	7,608 -1,725	-18%	-$153K	0.14%	92
2023 Q4	$853K	Buy	+9,333	New	+$764K	0.19%	83
2022 Q2	–	Sell	-2,053	Closed	-$222K	–	176
2022 Q1	$222K	Sell	2,053 -29	-1%	-$3.06K	0.05%	175
2021 Q4	$240K	Hold	2,082	–	–	0.05%	161
2021 Q3	$213K	Hold	2,082	–	–	0.05%	175
2021 Q2	$212K	Buy	+2,082	New	+$207K	0.06%	167
2020 Q3	–	Sell	-2,521	Closed	-$198K	–	317
2020 Q2	$198K	Hold	2,521	–	–	0.08%	145
2020 Q1	$175K	Sell	2,521 -494	-16%	-$43.7K	0.08%	143
2019 Q4	$287K	Buy	+3,015	New	+$280K	0.11%	121