Harbour Investments’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	$126K	Buy	1,333 +633	+90%	+$61.5K	﹤0.01%	1797
2025 Q4	$65.7K	Hold	700	–	–	﹤0.01%	1837
2025 Q3	$68K	Sell	700 -60	-8%	-$5.77K	﹤0.01%	1757
2025 Q2	$72K	Buy	+760	New	+$70.9K	﹤0.01%	1645
2025 Q1	–	Sell	-12	Closed	-$1.12K	–	3614
2024 Q4	$1.12K	Sell	12 -3	-20%	-$296	﹤0.01%	3145
2024 Q3	$1.53K	Buy	+15	New	+$1.45K	﹤0.01%	3002
2023 Q2	–	Sell	-250	Closed	-$21.2K	–	3084
2023 Q1	$21.2K	Hold	250	–	–	﹤0.01%	1720
2022 Q4	$21K	Hold	250	–	–	﹤0.01%	1656
2022 Q3	$23K	Hold	250	–	–	﹤0.01%	1578
2022 Q2	$23K	Buy	+250	New	+$24.9K	﹤0.01%	1578
2021 Q4	$29K	Sell	250 -561	-69%	-$61.5K	﹤0.01%	1499
2021 Q3	$83K	Buy	811 +2	+0.2%	+$213	﹤0.01%	1487
2021 Q2	$83K	Buy	809 +3	+0.4%	+$298	﹤0.01%	1500
2021 Q1	$74K	Buy	+806	New	+$70.7K	﹤0.01%	1462