Glass Jacobson Investment 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	$7K	Hold	74	–	–	﹤0.01%	483
2025 Q4	$6.95K	Hold	74	–	–	﹤0.01%	476
2025 Q3	$7.18K	Hold	74	–	–	﹤0.01%	470
2025 Q2	$7.01K	Sell	74 -145	-66%	-$13.5K	﹤0.01%	451
2025 Q1	$20.4K	Hold	219	–	–	0.01%	503
2024 Q4	$20.4K	Buy	219 +51	+30%	+$5.03K	0.01%	503
2024 Q3	$17.1K	Buy	168 +29	+21%	+$2.79K	0.01%	511
2024 Q2	$12.2K	Buy	139 +94	+209%	+$8.06K	﹤0.01%	531
2024 Q1	$4.05K	Buy	45 +17	+61%	+$1.5K	﹤0.01%	636
2023 Q4	$2.56K	Hold	28	–	–	﹤0.01%	636
2023 Q3	$2.19K	Hold	28	–	–	﹤0.01%	628
2023 Q2	$2.42K	Buy	+28	New	+$2.35K	﹤0.01%	632
2022 Q4	$2.36K	Buy	+28	New	+$2.35K	﹤0.01%	659