Garrison Point 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	$267K	Buy	2,826 +5	+0.2%	+$486	0.12%	148
2025 Q4	$265K	Sell	2,821 -496	-15%	-$47.3K	0.12%	144
2025 Q3	$322K	Buy	3,317 +27	+0.8%	+$2.6K	0.14%	136
2025 Q2	$312K	Buy	3,290 +169	+5%	+$15.8K	0.14%	131
2025 Q1	$299K	Buy	3,121 +153	+5%	+$14.6K	0.14%	134
2024 Q4	$276K	Buy	2,968 +10	+0.3%	+$986	0.13%	133
2024 Q3	$301K	Buy	2,958 +154	+5%	+$14.8K	0.19%	117
2024 Q2	$246K	Buy	2,804 +226	+9%	+$19.4K	0.16%	129
2024 Q1	$232K	Buy	2,578 +250	+11%	+$22.1K	0.15%	144
2023 Q4	$213K	Buy	+2,328	New	+$191K	0.15%	141
2023 Q3	–	Sell	-2,628	Closed	-$227K	–	147
2023 Q2	$227K	Sell	2,628 -410	-13%	-$34.4K	0.16%	141
2023 Q1	$258K	Buy	3,038 +248	+9%	+$21.7K	0.19%	126
2022 Q4	$235K	Buy	2,790 +143	+5%	+$12K	0.19%	130
2022 Q3	$216K	Buy	2,647 +42	+2%	+$3.98K	0.19%	131
2022 Q2	$240K	Buy	2,605 +194	+8%	+$19.3K	0.2%	130
2022 Q1	$261K	Buy	2,411 +208	+9%	+$22K	0.18%	129
2021 Q4	$256K	Buy	+2,203	New	+$241K	0.17%	131