Key Financial Inc’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	$3.03K	Hold	32	–	–	﹤0.01%	1120
2025 Q4	$3K	Hold	32	–	–	﹤0.01%	1124
2025 Q3	$3.11K	Hold	32	–	–	﹤0.01%	1133
2025 Q2	$3.03K	Hold	32	–	–	﹤0.01%	1125
2025 Q1	$3.06K	Hold	32	–	–	﹤0.01%	1091
2024 Q4	$2.98K	Hold	32	–	–	﹤0.01%	1098
2024 Q3	$3.26K	Hold	32	–	–	﹤0.01%	1050
2024 Q2	$2.81K	Hold	32	–	–	﹤0.01%	1065
2024 Q1	$2.88K	Hold	32	–	–	﹤0.01%	1052
2023 Q4	$2.92K	Hold	32	–	–	﹤0.01%	1051
2023 Q3	$2.5K	Hold	32	–	–	﹤0.01%	1081
2023 Q2	$2.77K	Hold	32	–	–	﹤0.01%	1118
2023 Q1	$2.72K	Hold	32	–	–	﹤0.01%	912
2022 Q4	$2.6K	Hold	32	–	–	﹤0.01%	910
2022 Q3	$3K	Hold	32	–	–	﹤0.01%	892
2022 Q2	$3K	Buy	+32	New	+$3.19K	﹤0.01%	889
2020 Q2	–	Sell	-78	Closed	-$6K	–	372
2020 Q1	$6K	Buy	+78	New	+$6.9K	0.01%	487