Investment Advisory Group’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	$404K	Buy	4,270 +160	+4%	+$15.5K	0.1%	125
2025 Q4	$386K	Hold	4,110	–	–	0.1%	128
2025 Q3	$399K	Hold	4,110	–	–	0.11%	120
2025 Q2	$389K	Sell	4,110 -24	-0.6%	-$2.24K	0.12%	115
2025 Q1	$396K	Buy	4,134 +150	+4%	+$14.3K	0.13%	108
2024 Q4	$371K	Hold	3,984	–	–	0.12%	110
2024 Q3	$406K	Sell	3,984 -12	-0.3%	-$1.16K	0.14%	107
2024 Q2	$351K	Hold	3,996	–	–	0.14%	106
2024 Q1	$359K	Hold	3,996	–	–	0.15%	99
2023 Q4	$365K	Buy	3,996 +112	+3%	+$9.17K	0.17%	99
2023 Q3	$303K	Hold	3,884	–	–	0.16%	97
2023 Q2	$336K	Hold	3,884	–	–	0.17%	93
2023 Q1	$330K	Sell	3,884 -1,425	-27%	-$125K	0.19%	91
2022 Q4	$447K	Hold	5,309	–	–	0.27%	77
2022 Q3	$432K	Buy	5,309 +25	+0.5%	+$2.37K	0.3%	67
2022 Q2	$484K	Buy	5,284 +50	+1%	+$4.99K	0.33%	64
2022 Q1	$566K	Hold	5,234	–	–	0.34%	59
2021 Q4	$545K	Buy	+5,234	New	+$573K	0.35%	57