Concord 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	–	Sell	-177	Closed	-$16.6K	–	510
2025 Q4	$16.6K	Sell	177 -173	-49%	-$16.5K	﹤0.01%	469
2025 Q3	$34K	Hold	350	–	–	﹤0.01%	390
2025 Q2	$33.2K	Sell	350 -2	-0.6%	-$187	﹤0.01%	393
2025 Q1	$33.7K	Buy	352 +1	+0.3%	+$95	0.01%	377
2024 Q4	$32.7K	Sell	351 -2	-0.6%	-$197	0.01%	392
2024 Q3	$36K	Sell	353 -3	-0.8%	-$289	0.01%	384
2024 Q2	$31.2K	Hold	356	–	–	0.01%	367
2024 Q1	$32K	Buy	356 +1	+0.3%	+$88	0.01%	422
2023 Q4	$32.5K	Buy	355 +7	+2%	+$573	0.01%	417
2023 Q3	$27.2K	Hold	348	–	–	0.01%	464
2023 Q2	$30.1K	Buy	348 +2	+0.6%	+$168	0.01%	440
2023 Q1	$29.4K	Sell	346 -36	-9%	-$3.15K	0.01%	428
2022 Q4	$32.2K	Buy	+382	New	+$32.1K	0.01%	460
2022 Q3	–	Sell	-338	Closed	-$31K	–	658
2022 Q2	$31K	Buy	338 +2	+0.6%	+$199	0.01%	449
2022 Q1	$36K	Buy	336 +1	+0.3%	+$106	0.01%	489
2021 Q4	$39K	Buy	+335	New	+$36.7K	0.01%	497