LGT Financial Advisors’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
2025 Q3	–	Sell	-2,785	Closed	-$264K	–	520
2025 Q2	$264K	Buy	2,785 +14	+0.5%	+$1.31K	0.67%	33
2025 Q1	$265K	Buy	2,771 +11	+0.4%	+$1.05K	0.81%	32
2024 Q4	$257K	Buy	2,760 +23	+0.8%	+$2.27K	0.57%	31
2024 Q3	$279K	Buy	2,737 +18	+0.7%	+$1.73K	0.69%	32
2024 Q2	$238K	Sell	2,719 -196	-7%	-$16.8K	0.5%	43
2024 Q1	$262K	Buy	2,915 +12	+0.4%	+$1.06K	0.3%	67
2023 Q4	$265K	Sell	2,903 -1,576	-35%	-$129K	0.32%	68
2023 Q3	$350K	Hold	4,479	–	–	0.44%	45
2023 Q2	$388K	Buy	+4,479	New	+$376K	0.41%	68
2023 Q1	–	Sell	-4,450	Closed	-$375K	–	154
2022 Q4	$375K	Buy	+4,450	New	+$374K	0.44%	45