Garde Capital’s iShares US Real Estate ETF IYR Stock Holding History

Garde Capital’s Portfolio IYR Stock Details IYR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.78M	Buy	18,803 +1,617	+9%	+$157K	0.11%	64
2025 Q4	$1.61M	Buy	17,186 +78	+0.5%	+$7.43K	0.1%	82
2025 Q3	$1.66M	Hold	17,108	–	–	0.08%	92
2025 Q2	$1.62M	Buy	17,108 +2,175	+15%	+$203K	0.09%	89
2025 Q1	$1.43M	Hold	14,933	–	–	0.08%	95
2024 Q4	$1.39M	Sell	14,933 -154	-1%	-$15.2K	0.09%	83
2024 Q3	$1.54M	Hold	15,087	–	–	0.1%	77
2024 Q2	$1.32M	Sell	15,087 -2,271	-13%	-$195K	0.09%	79
2024 Q1	$1.56M	Buy	17,358 +82	+0.5%	+$7.25K	0.11%	74
2023 Q4	$1.58M	Buy	17,276 +53	+0.3%	+$4.34K	0.12%	71
2023 Q3	$1.35M	Buy	17,223 +47	+0.3%	+$4.01K	0.11%	72
2023 Q2	$1.49M	Sell	17,176 -13	-0.1%	-$1.09K	0.12%	71
2023 Q1	$1.46M	Buy	17,189 +309	+2%	+$27K	0.16%	68
2022 Q4	$1.42M	Buy	16,880 +215	+1%	+$18.1K	0.17%	64
2022 Q3	$1.36M	Sell	16,665 -100	-0.6%	-$9.47K	0.18%	62
2022 Q2	$1.54M	Sell	16,765 -295	-2%	-$29.4K	0.19%	61
2022 Q1	$1.85M	Sell	17,060 -256	-1%	-$27K	0.19%	59
2021 Q4	$2.01M	Buy	17,316 +42	+0.2%	+$4.6K	0.2%	58
2021 Q3	$1.77M	Sell	17,274 -9	-0.1%	-$958	0.18%	61
2021 Q2	$1.76M	Sell	17,283 -3	-0%	-$298	0.18%	60
2021 Q1	$1.59M	Sell	17,286 -1,942	-10%	-$170K	0.18%	61
2020 Q4	$1.65M	Sell	19,228 -134	-0.7%	-$11.2K	0.2%	52
2020 Q3	$1.55M	Sell	19,362 -1,389	-7%	-$112K	0.23%	52
2020 Q2	$1.64M	Sell	20,751 -3,492	-14%	-$265K	0.24%	48
2020 Q1	$1.69M	Sell	24,243 -11,318	-32%	-$1M	0.3%	40
2019 Q4	$3.31M	Buy	35,561 +148	+0.4%	+$13.7K	0.48%	34
2019 Q3	$3.31M	Sell	35,413 -460	-1%	-$41.9K	0.52%	30
2019 Q2	$3.13M	Sell	35,873 -112	-0.3%	-$9.8K	0.51%	31
2019 Q1	$3.13M	Sell	35,985 -1,611	-4%	-$133K	0.54%	30
2018 Q4	$2.82M	Buy	37,596 +5,944	+19%	+$467K	0.5%	34
2018 Q3	$2.52M	Sell	31,652 -122	-0.4%	-$9.95K	0.42%	35
2018 Q2	$2.56M	Buy	31,774 +1,845	+6%	+$142K	0.44%	33
2018 Q1	$2.26M	Buy	29,929 +4,618	+18%	+$350K	0.41%	35
2017 Q4	$2.05M	Hold	25,311	–	–	0.39%	38
2017 Q3	$2.02M	Hold	25,311	–	–	0.4%	33
2017 Q2	$2.02M	Buy	25,311 +101	+0.4%	+$8.03K	0.5%	30
2017 Q1	$1.98M	Buy	25,210 +1,092	+5%	+$85.2K	0.53%	29
2016 Q4	$1.86M	Buy	24,118 +1,326	+6%	+$101K	0.53%	28
2016 Q3	$1.62M	Buy	22,792 +733	+3%	+$60.7K	0.52%	37
2016 Q2	$1.82M	Sell	22,059 -3,140	-12%	-$246K	0.59%	26
2016 Q1	$1.96M	Buy	25,199 +2,754	+12%	+$200K	0.65%	26
2015 Q4	$1.69M	Sell	22,445 -347	-2%	-$25.9K	0.59%	29
2015 Q3	$1.62M	Buy	22,792 +4,119	+22%	+$300K	0.52%	37
2015 Q2	$1.33M	Buy	18,673 +1,949	+12%	+$148K	0.4%	51
2015 Q1	$1.33M	Hold	16,724	–	–	0.4%	52
2014 Q4	$1.28M	Hold	16,724	–	–	0.39%	52
2014 Q3	$1.16M	Hold	16,724	–	–	0.45%	43
2014 Q2	$1.2M	Buy	+16,724	New	+$1.18M	0.47%	42