Mascoma Wealth Management’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	$3.31K	Hold	35	–	–	﹤0.01%	392
2025 Q4	$3.29K	Hold	35	–	–	﹤0.01%	394
2025 Q3	$3.4K	Sell	35 -35	-50%	-$3.37K	﹤0.01%	403
2025 Q2	$6.63K	Buy	+70	New	+$6.53K	﹤0.01%	364
2023 Q1	–	Sell	-125	Closed	-$10.5K	–	661
2022 Q4	$10.5K	Hold	125	–	–	﹤0.01%	402
2022 Q3	$10K	Hold	125	–	–	﹤0.01%	400
2022 Q2	$11K	Hold	125	–	–	﹤0.01%	408
2022 Q1	$14K	Hold	125	–	–	﹤0.01%	404
2021 Q4	$15K	Buy	+125	New	+$13.7K	0.01%	365
2019 Q2	–	Sell	-1,300	Closed	-$113K	–	395
2019 Q1	$113K	Hold	1,300	–	–	0.08%	100
2018 Q4	$97K	Hold	1,300	–	–	0.07%	106
2018 Q3	$104K	Hold	1,300	–	–	0.07%	121
2018 Q2	$105K	Hold	1,300	–	–	0.07%	108
2018 Q1	$98K	Hold	1,300	–	–	0.06%	117
2017 Q4	$99K	Hold	1,300	–	–	0.06%	110
2017 Q3	$104K	Hold	1,300	–	–	0.07%	110
2017 Q2	$104K	Hold	1,300	–	–	0.07%	112
2017 Q1	$102K	Hold	1,300	–	–	0.07%	98
2016 Q4	$100K	Buy	+1,300	New	+$98.8K	0.07%	103