Monetary Management Group’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	$70.9K	Hold	750	–	–	0.02%	246
2025 Q4	$70.4K	Sell	750 -500	-40%	-$47.7K	0.02%	242
2025 Q3	$121K	Sell	1,250 -375	-23%	-$36.1K	0.03%	220
2025 Q2	$154K	Hold	1,625	–	–	0.04%	210
2025 Q1	$156K	Hold	1,625	–	–	0.04%	209
2024 Q4	$151K	Hold	1,625	–	–	0.04%	215
2024 Q3	$166K	Hold	1,625	–	–	0.04%	211
2024 Q2	$143K	Hold	1,625	–	–	0.04%	209
2024 Q1	$146K	Hold	1,625	–	–	0.04%	204
2023 Q4	$149K	Hold	1,625	–	–	0.05%	204
2023 Q3	$127K	Hold	1,625	–	–	0.04%	207
2023 Q2	$141K	Hold	1,625	–	–	0.04%	203
2023 Q1	$138K	Hold	1,625	–	–	0.04%	205
2022 Q4	$137K	Sell	1,625 -375	-19%	-$31.5K	0.04%	209
2022 Q3	$163K	Hold	2,000	–	–	0.05%	193
2022 Q2	$184K	Hold	2,000	–	–	0.06%	184
2022 Q1	$216K	Hold	2,000	–	–	0.06%	185
2021 Q4	$232K	Hold	2,000	–	–	0.06%	185
2021 Q3	$205K	Buy	2,000 +500	+33%	+$53.2K	0.06%	188
2021 Q2	$153K	Hold	1,500	–	–	0.05%	193
2021 Q1	$138K	Hold	1,500	–	–	0.04%	193
2020 Q4	$128K	Hold	1,500	–	–	0.04%	188
2020 Q3	$120K	Hold	1,500	–	–	0.04%	183
2020 Q2	$118K	Hold	1,500	–	–	0.04%	176
2020 Q1	$104K	Sell	1,500 -125	-8%	-$11.1K	0.05%	168
2019 Q4	$151K	Hold	1,625	–	–	0.06%	175
2019 Q3	$152K	Hold	1,625	–	–	0.06%	178
2019 Q2	$142K	Hold	1,625	–	–	0.05%	178
2019 Q1	$141K	Sell	1,625 -550	-25%	-$45.5K	0.06%	180
2018 Q4	$163K	Sell	2,175 -1,000	-31%	-$78.6K	0.07%	158
2018 Q3	$254K	Sell	3,175 -375	-11%	-$30.6K	0.1%	137
2018 Q2	$286K	Sell	3,550 -250	-7%	-$19.3K	0.12%	133
2018 Q1	$287K	Buy	+3,800	New	+$288K	0.12%	128
2016 Q2	–	Sell	-3,250	Closed	-$253K	–	334
2016 Q1	$253K	Buy	3,250 +1,500	+86%	+$109K	0.12%	127
2015 Q4	$131K	Buy	+1,750	New	+$131K	0.06%	165