Grey Fox Wealth 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	$1.52M	Buy	16,052 +2,025	+14%	+$197K	0.29%	49
2025 Q4	$1.32M	Buy	14,027 +3,595	+34%	+$343K	0.27%	55
2025 Q3	$1.01M	Buy	10,432 +514	+5%	+$49.5K	0.21%	66
2025 Q2	$940K	Buy	9,918 +2,764	+39%	+$258K	0.22%	62
2025 Q1	$685K	Buy	7,154 +799	+13%	+$76K	0.18%	73
2024 Q4	$591K	Sell	6,355 -205	-3%	-$20.2K	0.16%	78
2024 Q3	$668K	Sell	6,560 -29	-0.4%	-$2.79K	0.19%	74
2024 Q2	$578K	Buy	6,589 +830	+14%	+$71.2K	0.2%	67
2024 Q1	$518K	Sell	5,759 -184	-3%	-$16.3K	0.19%	68
2023 Q4	$543K	Buy	5,943 +1,400	+31%	+$115K	0.24%	59
2023 Q3	$359K	Buy	+4,543	New	+$387K	0.18%	78
2023 Q2	–	Sell	-73	Closed	-$6.22K	–	316
2023 Q1	$6.22K	Sell	73 -170	-70%	-$14.9K	﹤0.01%	338
2022 Q4	$20.5K	Buy	+243	New	+$20.4K	0.01%	232