Farther Finance 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	$587K	Buy	6,186 +976	+19%	+$94.8K	0.01%	1294
2025 Q4	$489K	Sell	5,210 -7,980	-61%	-$761K	0.01%	1324
2025 Q3	$1.28M	Sell	13,190 -56,688	-81%	-$5.45M	0.02%	619
2025 Q2	$6.62M	Buy	69,878 +65,032	+1,342%	+$6.07M	0.13%	144
2025 Q1	$464K	Buy	4,846 +17	+0.4%	+$1.62K	0.01%	815
2024 Q4	$449K	Sell	4,829 -746	-13%	-$73.5K	0.02%	626
2024 Q3	$568K	Sell	5,575 -1,279	-19%	-$123K	0.02%	540
2024 Q2	$596K	Buy	6,854 +18	+0.3%	+$1.54K	0.03%	427
2024 Q1	$604K	Sell	6,836 -1,214	-15%	-$107K	0.04%	354
2023 Q4	$736K	Buy	8,050 +7,904	+5,414%	+$647K	0.05%	276
2023 Q3	$11.4K	Hold	146	–	–	﹤0.01%	1249
2023 Q2	$12.6K	Hold	146	–	–	﹤0.01%	1126
2023 Q1	$12.4K	Hold	146	–	–	﹤0.01%	1045
2022 Q4	$12.3K	Buy	+146	New	+$12.3K	﹤0.01%	879