Moneta Group Investment Advisors’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	$768K	Sell	8,117 -444	-5%	-$43.1K	0.01%	412
2025 Q4	$804K	Buy	8,561 +420	+5%	+$40K	0.01%	399
2025 Q3	$790K	Buy	8,141 +1,301	+19%	+$125K	0.01%	399
2025 Q2	$648K	Buy	6,840 +414	+6%	+$38.6K	0.01%	381
2025 Q1	$615K	Buy	6,426 +181	+3%	+$17.2K	0.01%	369
2024 Q4	$581K	Buy	6,245 +52	+0.8%	+$5.13K	0.01%	377
2024 Q3	$631K	Buy	6,193 +44	+0.7%	+$4.24K	0.01%	358
2024 Q2	$540K	Buy	6,149 +38	+0.6%	+$3.26K	0.01%	374
2024 Q1	$549K	Buy	6,111 +113	+2%	+$9.99K	0.01%	361
2023 Q4	$548K	Sell	5,998 -196	-3%	-$16K	0.01%	329
2023 Q3	$484K	Buy	6,194 +61	+1%	+$5.2K	0.01%	325
2023 Q2	$531K	Buy	6,133 +25	+0.4%	+$2.1K	0.01%	315
2023 Q1	$519K	Buy	+6,108	New	+$534K	0.01%	317