Larson Financial 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	$30.7K	Hold	325	–	–	﹤0.01%	1616
2025 Q4	$30.5K	Sell	325 -236	-42%	-$22.5K	﹤0.01%	1483
2025 Q3	$54.5K	Sell	561 -1,200	-68%	-$115K	﹤0.01%	1123
2025 Q2	$167K	Sell	1,761 -111	-6%	-$10.4K	0.01%	700
2025 Q1	$179K	Hold	1,872	–	–	0.01%	643
2024 Q4	$174K	Hold	1,872	–	–	0.01%	602
2024 Q3	$191K	Buy	1,872 +1,200	+179%	+$116K	0.01%	589
2024 Q2	$59K	Hold	672	–	–	﹤0.01%	771
2024 Q1	$60.4K	Buy	672 +325	+94%	+$28.7K	﹤0.01%	650
2023 Q4	$31.7K	Hold	347	–	–	﹤0.01%	746
2023 Q3	$27.1K	Hold	347	–	–	﹤0.01%	745
2023 Q2	$30K	Hold	347	–	–	﹤0.01%	645
2023 Q1	$29.5K	Sell	347 -33	-9%	-$2.89K	﹤0.01%	659
2022 Q4	$32K	Sell	380 -101	-21%	-$8.48K	﹤0.01%	600
2022 Q3	$39K	Buy	481 +1	+0.2%	+$95	0.01%	510
2022 Q2	$44K	Hold	480	–	–	0.01%	396
2022 Q1	$52K	Hold	480	–	–	0.01%	370
2021 Q4	$56K	Sell	480 -150	-24%	-$16.4K	0.01%	368
2021 Q3	$65K	Buy	630 +469	+291%	+$49.9K	0.01%	255
2021 Q2	$16K	Hold	161	–	–	﹤0.01%	479
2021 Q1	$15K	Hold	161	–	–	﹤0.01%	464
2020 Q4	$14K	Hold	161	–	–	﹤0.01%	439
2020 Q3	$13K	Sell	161 -333	-67%	-$26.9K	0.01%	393
2020 Q2	$39K	Buy	494 +1	+0.2%	+$76	0.02%	208
2020 Q1	$34K	Sell	493 -17	-3%	-$1.5K	0.02%	180
2019 Q4	$47K	Buy	510 +2	+0.4%	+$185	0.03%	158
2019 Q3	$47K	Buy	508 +1	+0.2%	+$91	0.03%	152
2019 Q2	$44K	Buy	507 +2	+0.4%	+$175	0.03%	132
2019 Q1	$44K	Buy	505 +1	+0.2%	+$83	0.03%	123
2018 Q4	$38K	Buy	+504	New	+$39.6K	0.04%	125