IFG 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	$345K	Buy	3,650 +9	+0.2%	+$874	0.06%	112
2025 Q4	$342K	Sell	3,641 -239	-6%	-$22.8K	0.06%	110
2025 Q3	$377K	Buy	3,880 +272	+8%	+$26.2K	0.06%	104
2025 Q2	$342K	Buy	3,608 +16	+0.4%	+$1.49K	0.06%	121
2025 Q1	$344K	Buy	3,592 +12	+0.3%	+$1.14K	0.07%	112
2024 Q4	$333K	Buy	3,580 +27	+0.8%	+$2.66K	0.07%	111
2024 Q3	$362K	Buy	3,553 +21	+0.6%	+$2.02K	0.08%	97
2024 Q2	$310K	Buy	3,532 +23	+0.7%	+$1.97K	0.07%	104
2024 Q1	$316K	Buy	3,509 +13	+0.4%	+$1.15K	0.08%	100
2023 Q4	$320K	Buy	3,496 +68	+2%	+$5.57K	0.09%	90
2023 Q3	$268K	Sell	3,428 -252	-7%	-$21.5K	0.1%	98
2023 Q2	$318K	Buy	3,680 +268	+8%	+$22.5K	0.11%	90
2023 Q1	$290K	Buy	3,412 +18	+0.5%	+$1.57K	0.11%	93
2022 Q4	$286K	Buy	3,394 +68	+2%	+$5.71K	0.12%	91
2022 Q3	$271K	Sell	3,326 -373	-10%	-$35.3K	0.14%	85
2022 Q2	$340K	Buy	3,699 +9	+0.2%	+$897	0.17%	73
2022 Q1	$399K	Buy	3,690 +14	+0.4%	+$1.48K	0.18%	76
2021 Q4	$427K	Buy	3,676 +47	+1%	+$5.15K	0.18%	69
2021 Q3	$372K	Sell	3,629 -38	-1%	-$4.04K	0.17%	73
2021 Q2	$374K	Buy	3,667 +36	+1%	+$3.57K	0.18%	75
2021 Q1	$334K	Hold	3,631	–	–	0.18%	67
2020 Q4	$311K	Buy	3,631 +56	+2%	+$4.66K	0.19%	64
2020 Q3	$286K	Buy	3,575 +20	+0.6%	+$1.61K	0.2%	67
2020 Q2	$280K	Buy	3,555 +56	+2%	+$4.25K	0.22%	61
2020 Q1	$243K	Hold	3,499	–	–	0.24%	66
2019 Q4	$326K	Buy	3,499 +58	+2%	+$5.38K	0.27%	41
2019 Q3	$322K	Buy	+3,441	New	+$313K	0.3%	39