Dogwood Wealth Management’s iShares US Real Estate ETF IYR Stock Holding History

Dogwood Wealth Management’s Portfolio IYR Stock Details IYR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.46M	Buy	24,092 +1,808	+8%	+$183K	0.97%	25
2026 Q1	$2.11M	Buy	22,284 +402	+2%	+$39.1K	0.92%	27
2025 Q4	$2.05M	Buy	21,882 +1,476	+7%	+$141K	0.9%	27
2025 Q3	$1.98M	Buy	20,406 +1,920	+10%	+$185K	0.9%	27
2025 Q2	$1.75M	Buy	18,486 +1,240	+7%	+$116K	0.86%	30
2025 Q1	$1.65M	Buy	17,246 +452	+3%	+$43K	0.87%	31
2024 Q4	$1.56M	Buy	16,794 +2,824	+20%	+$278K	0.83%	33
2024 Q3	$1.42M	Sell	13,970 -352	-2%	-$33.9K	0.82%	32
2024 Q2	$1.26M	Buy	14,322 +2,611	+22%	+$224K	0.77%	34
2024 Q1	$1.05M	Buy	11,711 +1,093	+10%	+$96.6K	0.71%	31
2023 Q4	$971K	Buy	+10,618	New	+$869K	0.76%	29

Other funds holding IYR

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

First Financial Corp Terre Haute, Indiana $289M AUM 28.65% 1-Year Est. Return

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Sterling Investment Advisors (Missouri) Bolivar, Missouri $223M AUM 15.6% 1-Year Est. Return

Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return