Milestone Asset Management’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	–	Sell	-13,470	Closed	-$1.29M	–	225
2025 Q1	$1.29M	Buy	13,470 +8,802	+189%	+$843K	0.27%	76
2024 Q4	$435K	Buy	4,668 +1,637	+54%	+$152K	0.1%	169
2024 Q3	$309K	Buy	3,031 +197	+7%	+$20.1K	0.07%	175
2024 Q2	$249K	Buy	+2,834	New	+$249K	0.06%	174