Mission Wealth Management’s iShares US Real Estate ETF IYR Stock Holding History

Mission Wealth Management’s Portfolio IYR Stock Details IYR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.85M	Sell	51,315 -3,307	-6%	-$321K	0.1%	112
2025 Q4	$5.13M	Sell	54,622 -5,822	-10%	-$555K	0.1%	109
2025 Q3	$5.87M	Sell	60,444 -2,913	-5%	-$280K	0.12%	100
2025 Q2	$6M	Sell	63,357 -5,432	-8%	-$507K	0.13%	102
2025 Q1	$6.59M	Sell	68,789 -4,818	-7%	-$458K	0.17%	82
2024 Q4	$6.85M	Sell	73,607 -5,973	-8%	-$589K	0.16%	82
2024 Q3	$8.11M	Sell	79,580 -2,728	-3%	-$263K	0.2%	69
2024 Q2	$7.22M	Sell	82,308 -2,900	-3%	-$249K	0.2%	68
2024 Q1	$7.66M	Sell	85,208 -2,418	-3%	-$214K	0.21%	75
2023 Q4	$8.01M	Sell	87,626 -1,319	-1%	-$108K	0.26%	54
2023 Q3	$6.95M	Sell	88,945 -1,403	-2%	-$120K	0.26%	55
2023 Q2	$7.82M	Sell	90,348 -1,574	-2%	-$132K	0.3%	49
2023 Q1	$7.8M	Buy	91,922 +43,085	+88%	+$3.77M	0.33%	46
2022 Q4	$4.11M	Sell	48,837 -2,095	-4%	-$176K	0.2%	67
2022 Q3	$4.15M	Sell	50,932 -2,423	-5%	-$229K	0.22%	58
2022 Q2	$4.91M	Sell	53,355 -4,531	-8%	-$452K	0.26%	52
2022 Q1	$6.26M	Sell	57,886 -3,183	-5%	-$336K	0.29%	50
2021 Q4	$7.09M	Sell	61,069 -1,592	-3%	-$174K	0.33%	47
2021 Q3	$6.42M	Sell	62,661 -5,865	-9%	-$624K	0.33%	47
2021 Q2	$6.99M	Sell	68,526 -748	-1%	-$74.3K	0.37%	42
2021 Q1	$6.37M	Sell	69,274 -1,650	-2%	-$145K	0.37%	42
2020 Q4	$6.08M	Sell	70,924 -1,096	-2%	-$91.2K	0.38%	43
2020 Q3	$5.75M	Sell	72,020 -1,947	-3%	-$157K	0.43%	38
2020 Q2	$5.83M	Sell	73,967 -3,753	-5%	-$284K	0.5%	35
2020 Q1	$5.41M	Buy	77,720 +68,039	+703%	+$6.02M	0.6%	30
2019 Q4	$901K	Sell	9,681 -1,509	-13%	-$140K	0.09%	123
2019 Q3	$1.05M	Sell	11,190 -481	-4%	-$43.8K	0.11%	97
2019 Q2	$1.02M	Sell	11,671 -346	-3%	-$30.3K	0.11%	94
2019 Q1	$1.05M	Sell	12,017 -403	-3%	-$33.3K	0.12%	95
2018 Q4	$931K	Sell	12,420 -1,759	-12%	-$138K	0.12%	94
2018 Q3	$1.14M	Sell	14,179 -36	-0.3%	-$2.94K	0.15%	84
2018 Q2	$1.15M	Buy	+14,215	New	+$1.1M	0.17%	76