MCF Advisors’s iShares US Real Estate ETF IYR Stock Holding History

MCF Advisors’s Portfolio IYR Stock Details IYR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$37K	Hold	390	–	–	﹤0.01%	453
2025 Q1	$37.3K	Hold	390	–	–	﹤0.01%	438
2024 Q4	$36.3K	Hold	390	–	–	﹤0.01%	457
2024 Q3	$39.7K	Hold	390	–	–	﹤0.01%	427
2024 Q2	$34.2K	Hold	390	–	–	﹤0.01%	448
2024 Q1	$35.1K	Hold	390	–	–	﹤0.01%	437
2023 Q4	$35.7K	Hold	390	–	–	﹤0.01%	422
2023 Q3	$30.5K	Hold	390	–	–	﹤0.01%	423
2023 Q2	$33.8K	Hold	390	–	–	﹤0.01%	413
2023 Q1	$33.1K	Hold	390	–	–	﹤0.01%	412
2022 Q4	$32.8K	Hold	390	–	–	﹤0.01%	399
2022 Q3	$32K	Hold	390	–	–	﹤0.01%	391
2022 Q2	$36K	Hold	390	–	–	﹤0.01%	359
2022 Q1	$42K	Buy	+390	New	+$42K	﹤0.01%	353
2021 Q4	–	Sell	-390	Closed	-$40K	–	375
2021 Q3	$40K	Hold	390	–	–	﹤0.01%	330
2021 Q2	$40K	Hold	390	–	–	﹤0.01%	314
2021 Q1	$36K	Hold	390	–	–	﹤0.01%	304
2020 Q4	$33K	Hold	390	–	–	﹤0.01%	289
2020 Q3	$31K	Hold	390	–	–	﹤0.01%	278
2020 Q2	$31K	Hold	390	–	–	﹤0.01%	261
2020 Q1	$27K	Hold	390	–	–	﹤0.01%	276
2019 Q4	$36K	Hold	390	–	–	0.01%	278
2019 Q3	$36K	Hold	390	–	–	0.01%	268
2019 Q2	$34K	Hold	390	–	–	0.01%	265
2019 Q1	$34K	Hold	390	–	–	0.01%	258
2018 Q4	$29K	Hold	390	–	–	0.01%	258
2018 Q3	$31K	Hold	390	–	–	0.01%	257
2018 Q2	$31K	Hold	390	–	–	0.01%	242
2018 Q1	$29K	Sell	390 -45	-10%	-$3.35K	0.01%	259
2017 Q4	$35K	Hold	435	–	–	0.01%	254
2017 Q3	$35K	Hold	435	–	–	0.01%	260
2017 Q2	$35K	Hold	435	–	–	0.01%	258
2017 Q1	$34K	Hold	435	–	–	0.01%	267
2016 Q4	$33K	Hold	435	–	–	0.01%	235
2016 Q3	$35K	Hold	435	–	–	0.01%	234
2016 Q2	$36K	Hold	435	–	–	0.01%	244
2016 Q1	$34K	Hold	435	–	–	0.01%	219
2015 Q4	$33K	Buy	435 +390	+867%	+$29.6K	0.01%	213
2015 Q3	$3K	Hold	45	–	–	﹤0.01%	400
2015 Q2	$3K	Sell	45 -67	-60%	-$4.47K	﹤0.01%	410
2015 Q1	$9K	Sell	112 -85,051	-100%	-$6.83M	﹤0.01%	333
2014 Q4	$6.54M	Buy	85,163 +6,477	+8%	+$498K	1.81%	15
2014 Q3	$5.33M	Buy	78,686 +7,105	+10%	+$481K	1.57%	17
2014 Q2	$4.84M	Buy	71,581 +4,019	+6%	+$272K	1.53%	17
2014 Q1	$4.57M	Buy	+67,562	New	+$4.57M	1.54%	13