Kovitz Investment Group Partners’s iShares US Real Estate ETF IYR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$9.03M	Sell	95,327 -55,245	-37%	-$5.24M	0.04%	328
2025 Q1	$14.4M	Buy	150,572 +84,493	+128%	+$8.09M	0.07%	214
2024 Q4	$6.15M	Sell	66,079 -91,293	-58%	-$8.5M	0.03%	361
2024 Q3	$15.9M	Buy	157,372 +100,711	+178%	+$10.2M	0.11%	161
2024 Q2	$4.99M	Buy	+56,661	New	+$4.99M	0.04%	289