Frontier Wealth 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
2022 Q2	$546K	Sell	5,941 -210	-3%	-$20.9K	0.04%	230
2022 Q1	$667K	Sell	6,151 -90	-1%	-$9.5K	0.01%	213
2021 Q4	$725K	Sell	6,241 -135	-2%	-$14.8K	0.05%	228
2021 Q3	$653K	Hold	6,376	–	–	0.05%	238
2021 Q2	$650K	Sell	6,376 -135	-2%	-$13.4K	0.05%	228
2021 Q1	$599K	Buy	+6,511	New	+$571K	0.05%	215
2020 Q3	–	Sell	-9,816	Closed	-$774K	–	365
2020 Q2	$774K	Buy	+9,816	New	+$744K	0.07%	169
2019 Q2	–	Sell	-13,487	Closed	-$1.17M	–	341
2019 Q1	$1.17M	Sell	13,487 -264	-2%	-$21.8K	0.16%	137
2018 Q4	$1.03M	Buy	13,751 +1	+0%	+$79	0.16%	140
2018 Q3	$1.1M	Sell	13,750 -157	-1%	-$12.8K	0.11%	145
2018 Q2	$1.12M	Buy	13,907 +119	+0.9%	+$9.17K	0.16%	137
2018 Q1	$1.04M	Buy	13,788 +1,135	+9%	+$86.1K	0.15%	149
2017 Q4	$1.02M	Sell	12,653 -1,113	-8%	-$90.4K	0.16%	139
2017 Q3	$1.1M	Sell	13,766 -6	-0%	-$482	0.16%	148
2017 Q2	$1.1M	Sell	13,772 -18	-0.1%	-$1.43K	0.17%	145
2017 Q1	$1.08M	Buy	13,790 +79	+0.6%	+$6.17K	0.17%	146
2016 Q4	$1.05M	Sell	13,711 -197	-1%	-$15K	0.17%	145
2016 Q3	$1.12M	Buy	13,908 +2	+0%	+$166	0.17%	129
2016 Q2	$1.15M	Sell	13,906 -1,509	-10%	-$118K	0.18%	122
2016 Q1	$1.2M	Buy	15,415 +215	+1%	+$15.6K	0.1%	118
2015 Q4	$1.14M	Buy	15,200 +77	+0.5%	+$5.75K	0.18%	118
2015 Q3	$1.07M	Buy	15,123 +1,011	+7%	+$73.7K	0.17%	127
2015 Q2	$1.01M	Buy	14,112 +600	+4%	+$45.5K	0.15%	132
2015 Q1	$1.07M	Buy	13,512 +280	+2%	+$22.4K	0.17%	99
2014 Q4	$1.02M	Buy	+13,232	New	+$989K	0.19%	86