HighMark 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	$35.5K	Hold	375	–	–	0.01%	185
2025 Q4	$35.2K	Hold	375	–	–	0.01%	195
2025 Q3	$36.4K	Hold	375	–	–	0.02%	181
2025 Q2	$35.6K	Hold	375	–	–	0.02%	183
2025 Q1	$35.9K	Hold	375	–	–	0.02%	154
2024 Q4	$34.9K	Hold	375	–	–	0.02%	156
2024 Q3	$38.2K	Hold	375	–	–	0.02%	157
2024 Q2	$32.9K	Hold	375	–	–	0.02%	163
2024 Q1	$33.7K	Hold	375	–	–	0.02%	163
2023 Q4	$34.3K	Hold	375	–	–	0.03%	154
2023 Q3	$29.3K	Buy	375 +3	+0.8%	+$256	0.02%	148
2023 Q2	$32.2K	Hold	372	–	–	0.02%	146
2023 Q1	$31.6K	Hold	372	–	–	0.02%	167
2022 Q4	$31.3K	Hold	372	–	–	0.02%	134
2022 Q3	$30K	Hold	372	–	–	0.03%	128
2022 Q2	$34K	Hold	372	–	–	0.03%	120
2022 Q1	$40K	Hold	372	–	–	0.03%	120
2021 Q4	$43K	Hold	372	–	–	0.03%	126
2021 Q3	$38K	Hold	372	–	–	0.03%	135
2021 Q2	$38K	Sell	372 -356	-49%	-$35.3K	0.03%	137
2021 Q1	$67K	Hold	728	–	–	0.05%	90
2020 Q4	$62K	Hold	728	–	–	0.05%	85
2020 Q3	$58K	Hold	728	–	–	0.05%	98
2020 Q2	$57K	Hold	728	–	–	0.06%	73
2020 Q1	$50K	Hold	728	–	–	0.06%	65
2019 Q4	$67K	Buy	+728	New	+$67.5K	0.07%	67