Crewe Advisors’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	-150	Closed	-$14.1K	–	1091
2025 Q4	$14.1K	Hold	150	–	–	﹤0.01%	554
2025 Q3	$14.6K	Hold	150	–	–	﹤0.01%	562
2025 Q2	$14.2K	Hold	150	–	–	﹤0.01%	415
2025 Q1	$14.4K	Hold	150	–	–	﹤0.01%	387
2024 Q4	$14K	Hold	150	–	–	﹤0.01%	394
2024 Q3	$15.3K	Buy	+150	New	+$14.4K	﹤0.01%	431
2022 Q4	–	Sell	-500	Closed	-$41K	–	1152
2022 Q3	$41K	Sell	500 -500	-50%	-$47.3K	0.01%	337
2022 Q2	$92K	Buy	+1,000	New	+$99.7K	0.02%	219
2020 Q4	–	Sell	-815	Closed	-$65K	–	556
2020 Q3	$65K	Buy	+815	New	+$65.8K	0.03%	106
2020 Q2	–	Sell	-200	Closed	-$14K	–	221
2020 Q1	$14K	Hold	200	–	–	0.01%	133
2019 Q4	$19K	Hold	200	–	–	0.01%	156
2019 Q3	$19K	Hold	200	–	–	0.01%	160
2019 Q2	$17K	Hold	200	–	–	0.01%	194
2019 Q1	$17K	Hold	200	–	–	0.01%	164
2018 Q4	$15K	Hold	200	–	–	﹤0.01%	168
2018 Q3	$16K	Hold	200	–	–	0.01%	181
2018 Q2	$16K	Hold	200	–	–	0.01%	191
2018 Q1	$15K	Hold	200	–	–	0.01%	204
2017 Q4	$16K	Buy	+200	New	+$16.2K	0.02%	203