Flagship Harbor 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	-25	Closed	-$2.35K	–	1477
2025 Q4	$2.35K	Buy	+25	New	+$2.38K	﹤0.01%	1822
2020 Q4	–	Sell	-586	Closed	-$46K	–	1138
2020 Q3	$46K	Hold	586	–	–	0.01%	883
2020 Q2	$46K	Buy	586 +50	+9%	+$3.79K	0.01%	876
2020 Q1	$37K	Hold	536	–	–	0.01%	838
2019 Q4	$50K	Sell	536 -600	-53%	-$55.6K	0.01%	807
2019 Q3	$106K	Buy	1,136 +600	+112%	+$54.6K	0.02%	570
2019 Q2	$46K	Hold	536	–	–	0.01%	780
2019 Q1	$46K	Buy	536 +135	+34%	+$11.2K	0.01%	775
2018 Q4	$30K	Sell	401 -30	-7%	-$2.36K	0.01%	870
2018 Q3	$34K	Hold	431	–	–	0.01%	942
2018 Q2	$34K	Buy	+431	New	+$33.2K	0.01%	922