Flagstar 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	$595K	Sell	6,289 -212	-3%	-$20.6K	0.22%	100
2025 Q4	$610K	Buy	6,501 +579	+10%	+$55.2K	0.2%	103
2025 Q3	$575K	Buy	5,922 +318	+6%	+$30.6K	0.18%	111
2025 Q2	$531K	Buy	5,604 +1,264	+29%	+$118K	0.15%	122
2025 Q1	$416K	Buy	+4,340	New	+$413K	0.11%	147
2024 Q1	–	Sell	-2,696	Closed	-$246K	–	188
2023 Q4	$246K	Sell	2,696 -761	-22%	-$62.3K	0.08%	161
2023 Q3	$273K	Buy	3,457 +132	+4%	+$11.3K	0.1%	141
2023 Q2	$288K	Sell	3,325 -4,628	-58%	-$389K	0.11%	131
2023 Q1	$675K	Buy	7,953 +279	+4%	+$24.4K	0.25%	84
2022 Q4	$646K	Sell	7,674 -1,019	-12%	-$85.6K	0.23%	90
2022 Q3	$708K	Buy	8,693 +1,644	+23%	+$156K	0.27%	77
2022 Q2	$648K	Buy	7,049 +13	+0.2%	+$1.3K	0.24%	79
2022 Q1	$761K	Sell	7,036 -229	-3%	-$24.2K	0.24%	80
2021 Q4	$844K	Sell	7,265 -995	-12%	-$109K	0.26%	74
2021 Q3	$846K	Buy	+8,260	New	+$879K	0.28%	73