Gallagher Fiduciary Advisors’s iShares US Real Estate ETF IYR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$16.4K	Buy	1,554,040 +1,538,141	+9,674%	+$16.2K	﹤0.01%	326
2025 Q1	$1.52M	Buy	+15,899	New	+$1.52M	0.05%	69
2023 Q3	–	Sell	-3,771	Closed	-$326K	–	196
2023 Q2	$326K	Sell	3,771 -750	-17%	-$64.9K	0.02%	148
2023 Q1	$384K	Buy	+4,521	New	+$384K	0.03%	136