Legacy Private Trust’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	$1.77M	Sell	18,756 -634	-3%	-$61.6K	0.11%	125
2025 Q4	$1.82M	Buy	19,390 +678	+4%	+$64.6K	0.11%	128
2025 Q3	$1.82M	Sell	18,712 -685	-4%	-$65.9K	0.11%	127
2025 Q2	$1.84M	Sell	19,397 -965	-5%	-$90K	0.12%	122
2025 Q1	$1.95M	Sell	20,362 -579	-3%	-$55.1K	0.13%	120
2024 Q4	$1.95M	Sell	20,941 -297	-1%	-$29.3K	0.13%	123
2024 Q3	$2.16M	Sell	21,238 -683	-3%	-$65.8K	0.15%	114
2024 Q2	$1.92M	Sell	21,921 -126	-0.6%	-$10.8K	0.14%	115
2024 Q1	$1.98M	Buy	22,047 +990	+5%	+$87.5K	0.14%	117
2023 Q4	$1.92M	Sell	21,057 -12,166	-37%	-$996K	0.15%	113
2023 Q3	$2.6M	Sell	33,223 -2,521	-7%	-$215K	0.22%	88
2023 Q2	$3.09M	Sell	35,744 -2,332	-6%	-$196K	0.26%	87
2023 Q1	$3.23M	Buy	38,076 +1,963	+5%	+$172K	0.28%	88
2022 Q4	$3.04M	Buy	36,113 +22,977	+175%	+$1.93M	0.27%	84
2022 Q3	$1.07M	Buy	+13,136	New	+$1.24M	0.1%	128
2022 Q2	–	Sell	-23,687	Closed	-$2.56M	–	236
2022 Q1	$2.56M	Buy	+23,687	New	+$2.5M	0.2%	96
2018 Q2	–	Sell	-5,958	Closed	-$450K	–	226
2018 Q1	$450K	Buy	+5,958	New	+$452K	0.05%	181