HB Wealth 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	$1.05M	Sell	11,077 -528	-5%	-$51.3K	0.01%	643
2025 Q4	$1.09M	Sell	11,605 -83	-0.7%	-$7.91K	0.01%	595
2025 Q3	$1.13M	Buy	11,688 +4,296	+58%	+$413K	0.01%	573
2025 Q2	$701K	Sell	7,392 -1,790	-19%	-$167K	0.01%	634
2025 Q1	$879K	Buy	9,182 +11	+0.1%	+$1.05K	0.01%	577
2024 Q4	$853K	Buy	9,171 +100	+1%	+$9.86K	0.01%	446
2024 Q3	$924K	Buy	9,071 +490	+6%	+$47.2K	0.01%	414
2024 Q2	$753K	Hold	8,581	–	–	0.01%	435
2024 Q1	$771K	Hold	8,581	–	–	0.01%	395
2023 Q4	$784K	Sell	8,581 -2,313	-21%	-$189K	0.01%	357
2023 Q3	$851K	Hold	10,894	–	–	0.01%	321
2023 Q2	$943K	Sell	10,894 -70	-0.6%	-$5.88K	0.02%	298
2023 Q1	$931K	Sell	10,964 -1,422	-11%	-$124K	0.02%	297
2022 Q4	$1.04M	Sell	12,386 -928	-7%	-$77.9K	0.02%	276
2022 Q3	$1.08M	Sell	13,314 -1,092	-8%	-$103K	0.02%	243
2022 Q2	$1.32M	Buy	14,406 +213	+2%	+$21.2K	0.03%	219
2022 Q1	$1.54M	Buy	14,193 +8,648	+156%	+$913K	0.03%	215
2021 Q4	$644K	Buy	+5,545	New	+$607K	0.01%	283