Financial & Tax Architects’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	$1.15M	Buy	12,178 +871	+8%	+$84.6K	0.26%	72
2025 Q4	$1.06M	Sell	11,307 -341	-3%	-$32.5K	0.24%	71
2025 Q3	$1.13M	Buy	+11,648	New	+$1.12M	0.25%	68
2025 Q2	–	Sell	-8,664	Closed	-$830K	–	104
2025 Q1	$830K	Buy	8,664 +1,401	+19%	+$133K	0.21%	64
2024 Q4	$676K	Buy	7,263 +909	+14%	+$89.6K	0.17%	67
2024 Q3	$647K	Sell	6,354 -407	-6%	-$39.2K	0.17%	61
2024 Q2	$593K	Sell	6,761 -163	-2%	-$14K	0.16%	68
2024 Q1	$622K	Sell	6,924 -625	-8%	-$55.3K	0.17%	68
2023 Q4	$690K	Buy	+7,549	New	+$618K	0.2%	62
2022 Q1	–	Sell	-11,287	Closed	-$1.31M	–	94
2021 Q4	$1.31M	Buy	11,287 +1,967	+21%	+$215K	0.54%	49
2021 Q3	$954K	Buy	9,320 +2,185	+31%	+$233K	0.43%	55
2021 Q2	$727K	Buy	7,135 +1,334	+23%	+$132K	0.36%	60
2021 Q1	$533K	Buy	+5,801	New	+$509K	0.3%	63