Moors & Cabot’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	$815K	Sell	8,618 -16	-0.2%	-$1.55K	0.03%	422
2025 Q4	$811K	Buy	8,634 +236	+3%	+$22.5K	0.03%	410
2025 Q3	$815K	Buy	8,398 +108	+1%	+$10.4K	0.04%	408
2025 Q2	$786K	Sell	8,290 -196	-2%	-$18.3K	0.04%	398
2025 Q1	$813K	Buy	8,486 +557	+7%	+$53K	0.04%	368
2024 Q4	$738K	Buy	7,929 +305	+4%	+$30.1K	0.04%	399
2024 Q3	$777K	Buy	7,624 +72	+1%	+$6.93K	0.04%	391
2024 Q2	$663K	Buy	7,552 +67	+0.9%	+$5.75K	0.04%	400
2024 Q1	$673K	Buy	7,485 +724	+11%	+$64K	0.04%	405
2023 Q4	$618K	Buy	6,761 +1,395	+26%	+$114K	0.04%	392
2023 Q3	$419K	Buy	5,366 +655	+14%	+$55.8K	0.03%	490
2023 Q2	$408K	Buy	4,711 +1,587	+51%	+$133K	0.03%	501
2023 Q1	$265K	Sell	3,124 -504	-14%	-$44.1K	0.02%	652
2022 Q4	$305K	Buy	3,628 +693	+24%	+$58.2K	0.02%	578
2022 Q3	$239K	Buy	+2,935	New	+$278K	0.02%	643