EPG Wealth Management’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	$10.4K	Sell	110 -1	-0.9%	-$97	﹤0.01%	283
2025 Q4	$10.4K	Hold	111	–	–	﹤0.01%	277
2025 Q3	$10.8K	Hold	111	–	–	﹤0.01%	278
2025 Q2	$10.5K	Buy	111 +1	+0.9%	+$93	﹤0.01%	272
2025 Q1	$10.5K	Hold	110	–	–	﹤0.01%	370
2024 Q4	$10.2K	Hold	110	–	–	﹤0.01%	374
2024 Q3	$11.2K	Buy	+110	New	+$10.6K	﹤0.01%	369
2024 Q2	–	Sell	-110	Closed	-$9.44K	–	395
2024 Q1	$9.89K	Hold	110	–	–	﹤0.01%	388
2023 Q4	$9.38K	Hold	110	–	–	﹤0.01%	372
2023 Q3	$8.6K	Hold	110	–	–	﹤0.01%	372
2023 Q2	$9.52K	Hold	110	–	–	﹤0.01%	359
2023 Q1	$9.34K	Hold	110	–	–	﹤0.01%	368
2022 Q4	$9.26K	Hold	110	–	–	﹤0.01%	334
2022 Q3	$9K	Buy	+110	New	+$10.4K	﹤0.01%	335
2022 Q2	–	Sell	-110	Closed	-$12K	–	317
2022 Q1	$12K	Sell	110 -100	-48%	-$10.6K	﹤0.01%	348
2021 Q4	$24K	Buy	210 +100	+91%	+$11K	0.01%	334
2021 Q3	$11K	Buy	+110	New	+$11.7K	﹤0.01%	330
2020 Q2	–	Sell	-110	Closed	-$8K	–	472
2020 Q1	$8K	Sell	110 -115	-51%	-$10.2K	0.01%	516
2019 Q4	$21K	Buy	+225	New	+$20.9K	0.02%	339