Moisand Fitzgerald Tamayo’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	–	Sell	-85	Closed	-$7.98K	–	526
2025 Q4	$7.98K	Hold	85	–	–	﹤0.01%	370
2025 Q3	$8.25K	Hold	85	–	–	﹤0.01%	377
2025 Q2	$8.06K	Hold	85	–	–	﹤0.01%	368
2025 Q1	$8.14K	Hold	85	–	–	﹤0.01%	366
2024 Q4	$7.91K	Hold	85	–	–	﹤0.01%	371
2024 Q3	$8.66K	Hold	85	–	–	﹤0.01%	369
2024 Q2	$7.46K	Hold	85	–	–	﹤0.01%	338
2024 Q1	$7.64K	Hold	85	–	–	﹤0.01%	343
2023 Q4	$7.77K	Hold	85	–	–	﹤0.01%	368
2023 Q3	$6.64K	Hold	85	–	–	﹤0.01%	388
2023 Q2	$7.36K	Hold	85	–	–	﹤0.01%	351
2023 Q1	$7.22K	Hold	85	–	–	﹤0.01%	362
2022 Q4	$7.16K	Sell	85 -9	-10%	-$756	﹤0.01%	356
2022 Q3	$8K	Hold	94	–	–	﹤0.01%	305
2022 Q2	$9K	Buy	94 +9	+11%	+$897	﹤0.01%	279
2022 Q1	$9K	Buy	85 +13	+18%	+$1.37K	﹤0.01%	195
2021 Q4	$8K	Hold	72	–	–	﹤0.01%	271
2021 Q3	$7K	Hold	72	–	–	﹤0.01%	272
2021 Q2	$7K	Buy	+72	New	+$7.15K	﹤0.01%	292
2020 Q2	–	Sell	-111	Closed	-$8K	–	324
2020 Q1	$8K	Sell	111 -538	-83%	-$47.6K	0.01%	182
2019 Q4	$60K	Buy	649 +7	+1%	+$649	0.03%	110
2019 Q3	$60K	Buy	642 +4	+0.6%	+$364	0.03%	108
2019 Q2	$56K	Sell	638 -433	-40%	-$37.9K	0.03%	110
2019 Q1	$93K	Buy	1,071 +7	+0.7%	+$579	0.05%	98
2018 Q4	$80K	Buy	1,064 +17	+2%	+$1.34K	0.05%	98
2018 Q3	$84K	Buy	1,047 +49	+5%	+$4K	0.05%	104
2018 Q2	$80K	Hold	998	–	–	0.05%	104
2018 Q1	$75K	Buy	998 +8	+0.8%	+$607	0.04%	109
2017 Q4	$80K	Buy	990 +10	+1%	+$812	0.05%	96
2017 Q3	$78K	Buy	+980	New	+$78.7K	0.05%	100
2016 Q2	–	Sell	-923	Closed	-$72K	–	123
2016 Q1	$72K	Sell	923 -13	-1%	-$943	0.06%	80
2015 Q4	$70K	Buy	+936	New	+$69.9K	0.06%	78