EP Wealth 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	-2,522	Closed	-$237K	–	1544
2025 Q4	$237K	Buy	+2,522	New	+$240K	﹤0.01%	1278
2025 Q2	$162K	Sell	1,708 -730	-30%	-$68.1K	﹤0.01%	1305
2025 Q1	$233K	Buy	2,438 +1,011	+71%	+$96.2K	﹤0.01%	1054
2024 Q4	$133K	Sell	1,427 -3	-0.2%	-$296	﹤0.01%	1163
2024 Q3	$146K	Buy	+1,430	New	+$138K	﹤0.01%	1102
2023 Q1	–	Sell	-1,896	Closed	-$160K	–	670
2022 Q4	$160K	Buy	+1,896	New	+$159K	﹤0.01%	569
2022 Q3	–	Sell	-1,677	Closed	-$154K	–	487
2022 Q2	$154K	Sell	1,677 -412	-20%	-$41.1K	﹤0.01%	605
2022 Q1	$226K	Buy	+2,089	New	+$220K	0.01%	548
2021 Q1	–	Sell	-1,589	Closed	-$136K	–	505
2020 Q4	$136K	Buy	+1,589	New	+$132K	﹤0.01%	431
2020 Q2	–	Sell	-3,902	Closed	-$271K	–	379
2020 Q1	$271K	Sell	3,902 -186	-5%	-$16.5K	0.01%	321
2019 Q4	$381K	Hold	4,088	–	–	0.02%	306
2019 Q3	$382K	Sell	4,088 -301	-7%	-$27.4K	0.02%	247
2019 Q2	$383K	Buy	+4,389	New	+$384K	0.02%	214
2019 Q1	–	Sell	-4,702	Closed	-$352K	–	260
2018 Q4	$352K	Buy	+4,702	New	+$369K	0.03%	195