Lifeworks Advisors’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	$2.07M	Sell	21,852 -13,021	-37%	-$1.23M	0.31%	81
2025 Q1	$3.34M	Sell	34,873 -14,020	-29%	-$1.34M	0.55%	48
2024 Q4	$4.55M	Buy	48,893 +19,628	+67%	+$1.83M	0.82%	39
2024 Q3	$2.98M	Buy	+29,265	New	+$2.98M	0.59%	54