Gould Asset 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
2026 Q1	$633K	Sell	6,690 -115	-2%	-$11.2K	0.11%	93
2025 Q4	$639K	Buy	6,805 +1,090	+19%	+$104K	0.11%	87
2025 Q3	$555K	Sell	5,715 -60	-1%	-$5.77K	0.1%	100
2025 Q2	$547K	Sell	5,775 -200	-3%	-$18.7K	0.11%	98
2025 Q1	$572K	Hold	5,975	–	–	0.12%	88
2024 Q4	$556K	Hold	5,975	–	–	0.12%	93
2024 Q3	$609K	Sell	5,975 -180	-3%	-$17.3K	0.13%	83
2024 Q2	$540K	Sell	6,155 -225	-4%	-$19.3K	0.12%	88
2024 Q1	$574K	Sell	6,380 -170	-3%	-$15K	0.14%	85
2023 Q4	$599K	Sell	6,550 -55	-0.8%	-$4.5K	0.15%	73
2023 Q3	$516K	Hold	6,605	–	–	0.15%	72
2023 Q2	$572K	Hold	6,605	–	–	0.16%	68
2023 Q1	$561K	Sell	6,605 -870	-12%	-$76.1K	0.16%	69
2022 Q4	$629K	Buy	7,475 +790	+12%	+$66.3K	0.19%	64
2022 Q3	$544K	Sell	6,685 -320	-5%	-$30.3K	0.18%	58
2022 Q2	$644K	Sell	7,005 -265	-4%	-$26.4K	0.21%	57
2022 Q1	$787K	Sell	7,270 -100	-1%	-$10.6K	0.23%	47
2021 Q4	$856K	Buy	7,370 +300	+4%	+$32.9K	0.24%	44
2021 Q3	$724K	Sell	7,070 -155	-2%	-$16.5K	0.22%	48
2021 Q2	$737K	Sell	7,225 -345	-5%	-$34.2K	0.21%	59
2021 Q1	$696K	Buy	7,570 +90	+1%	+$7.9K	0.21%	59
2020 Q4	$641K	Buy	7,480 +420	+6%	+$35K	0.2%	59
2020 Q3	$564K	Sell	7,060 -130	-2%	-$10.5K	0.19%	61
2020 Q2	$567K	Sell	7,190 -230	-3%	-$17.4K	0.2%	60
2020 Q1	$516K	Sell	7,420 -415	-5%	-$36.7K	0.2%	52
2019 Q4	$729K	Sell	7,835 -80	-1%	-$7.42K	0.24%	56
2019 Q3	$740K	Hold	7,915	–	–	0.26%	53
2019 Q2	$691K	Sell	7,915 -15	-0.2%	-$1.31K	0.25%	52
2019 Q1	$690K	Sell	7,930 -185	-2%	-$15.3K	0.26%	51
2018 Q4	$608K	Buy	+8,115	New	+$638K	0.25%	52