Evanson Asset 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	–	Sell	-18,419	Closed	-$1.73M	–	330
2025 Q4	$1.73M	Hold	18,419	–	–	0.09%	99
2025 Q3	$1.79M	Buy	18,419 +47	+0.3%	+$4.52K	0.1%	93
2025 Q2	$1.74M	Hold	18,372	–	–	0.11%	88
2025 Q1	$1.76M	Buy	18,372 +32	+0.2%	+$3.04K	0.12%	85
2024 Q4	$1.71M	Buy	18,340 +40	+0.2%	+$3.94K	0.12%	87
2024 Q3	$1.86M	Hold	18,300	–	–	0.13%	82
2024 Q2	$1.61M	Hold	18,300	–	–	0.12%	82
2024 Q1	$1.65M	Hold	18,300	–	–	0.12%	84
2023 Q4	$1.67M	Hold	18,300	–	–	0.14%	81
2023 Q3	$1.43M	Hold	18,300	–	–	0.13%	76
2023 Q2	$1.58M	Hold	18,300	–	–	0.14%	72
2023 Q1	$1.55M	Hold	18,300	–	–	0.15%	68
2022 Q4	$1.54M	Hold	18,300	–	–	0.17%	66
2022 Q3	$1.49M	Hold	18,300	–	–	0.18%	61
2022 Q2	$1.68M	Hold	18,300	–	–	0.19%	65
2022 Q1	$1.98M	Hold	18,300	–	–	0.19%	63
2021 Q4	$2.13M	Hold	18,300	–	–	0.19%	58
2021 Q3	$1.88M	Hold	18,300	–	–	0.19%	68
2021 Q2	$1.87M	Hold	18,300	–	–	0.19%	65
2021 Q1	$1.68M	Hold	18,300	–	–	0.25%	63
2020 Q4	$1.57M	Hold	18,300	–	–	0.25%	59
2020 Q3	$1.46M	Hold	18,300	–	–	0.26%	54
2020 Q2	$1.44M	Hold	18,300	–	–	0.29%	54
2020 Q1	$1.27M	Buy	+18,300	New	+$1.62M	0.3%	57