Lowe Wealth 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	$15.3K	Hold	158	–	–	0.01%	231
2025 Q2	$15K	Hold	158	–	–	0.01%	224
2025 Q1	$15.1K	Hold	158	–	–	0.01%	222
2024 Q4	$14.7K	Hold	158	–	–	0.01%	205
2024 Q3	$16.1K	Hold	158	–	–	0.01%	186
2024 Q2	$13.9K	Hold	158	–	–	0.01%	199
2024 Q1	$14.2K	Hold	158	–	–	0.01%	187
2023 Q4	$14.4K	Hold	158	–	–	0.01%	184
2023 Q3	$12.3K	Hold	158	–	–	0.01%	187
2023 Q2	$13.7K	Hold	158	–	–	0.01%	194
2023 Q1	$13.4K	Hold	158	–	–	0.01%	185
2022 Q4	$13.3K	Hold	158	–	–	0.01%	192
2022 Q3	$13K	Hold	158	–	–	0.01%	178
2022 Q2	$15K	Hold	158	–	–	0.01%	157
2022 Q1	$17K	Hold	158	–	–	0.01%	161
2021 Q4	$18K	Hold	158	–	–	0.01%	154
2021 Q3	$16K	Hold	158	–	–	0.01%	154
2021 Q2	$16K	Hold	158	–	–	0.01%	153
2021 Q1	$15K	Hold	158	–	–	0.01%	151
2020 Q4	$14K	Hold	158	–	–	0.01%	150
2020 Q3	$13K	Hold	158	–	–	0.01%	145
2020 Q2	$12K	Hold	158	–	–	0.01%	137
2020 Q1	$11K	Hold	158	–	–	0.01%	138
2019 Q4	$15K	Buy	+158	New	+$14.6K	0.01%	133
2017 Q1	–	Sell	-34,911	Closed	-$2.69M	–	234
2016 Q4	$2.69M	Buy	34,911 +120	+0.3%	+$9.12K	1.84%	14
2016 Q3	$2.81M	Sell	34,791 -289	-0.8%	-$23.9K	1.9%	15
2016 Q2	$2.89M	Sell	35,080 -219	-0.6%	-$17.2K	1.94%	15
2016 Q1	$2.75M	Buy	35,299 +978	+3%	+$71K	1.89%	15
2015 Q4	$2.58M	Buy	34,321 +230	+0.7%	+$17.2K	1.75%	16
2015 Q3	$2.42M	Buy	34,091 +33,765	+10,357%	+$2.46M	1.83%	14
2015 Q2	$23K	Buy	326 +95	+41%	+$7.2K	0.02%	96
2015 Q1	$18K	Hold	231	–	–	0.01%	103
2014 Q4	$18K	Buy	+231	New	+$17.3K	0.01%	103