Heritage 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	–	Sell	-700	Closed	-$65.7K	–	694
2025 Q4	$65.7K	Hold	700	–	–	﹤0.01%	292
2025 Q3	$68K	Hold	700	–	–	﹤0.01%	275
2025 Q2	$66.3K	Hold	700	–	–	﹤0.01%	280
2025 Q1	$67K	Hold	700	–	–	﹤0.01%	278
2024 Q4	$65.1K	Hold	700	–	–	﹤0.01%	291
2024 Q3	$71.3K	Hold	700	–	–	﹤0.01%	297
2024 Q2	$61.4K	Hold	700	–	–	﹤0.01%	293
2024 Q1	$62.9K	Hold	700	–	–	﹤0.01%	305
2023 Q4	$64K	Hold	700	–	–	﹤0.01%	315
2023 Q3	$54.7K	Hold	700	–	–	﹤0.01%	291
2023 Q2	$60.6K	Hold	700	–	–	﹤0.01%	296
2023 Q1	$59.4K	Sell	700 -219	-24%	-$19.2K	﹤0.01%	298
2022 Q4	$77.4K	Hold	919	–	–	﹤0.01%	279
2022 Q3	$74.8K	Sell	919 -100	-10%	-$9.47K	0.01%	268
2022 Q2	$94K	Buy	1,019 +700	+219%	+$69.8K	0.01%	266
2022 Q1	$35K	Hold	319	–	–	﹤0.01%	349
2021 Q4	$37K	Hold	319	–	–	﹤0.01%	354
2021 Q3	$32.7K	Hold	319	–	–	﹤0.01%	356
2021 Q2	$32.5K	Hold	319	–	–	﹤0.01%	364
2021 Q1	$29.3K	Hold	319	–	–	﹤0.01%	387
2020 Q4	$27K	Hold	319	–	–	﹤0.01%	381
2020 Q3	$25.5K	Hold	319	–	–	﹤0.01%	331
2020 Q2	$25.1K	Hold	319	–	–	﹤0.01%	311
2020 Q1	$22.2K	Hold	319	–	–	﹤0.01%	314
2019 Q4	$29.7K	Hold	319	–	–	﹤0.01%	345
2019 Q3	$29K	Hold	319	–	–	﹤0.01%	323
2019 Q2	$27.9K	Hold	319	–	–	﹤0.01%	309
2019 Q1	$27.8K	Hold	319	–	–	﹤0.01%	275
2018 Q4	$23K	Hold	319	–	–	﹤0.01%	251
2018 Q3	$25K	Buy	+319	New	+$26K	﹤0.01%	253