Mutual 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	$1.13M	Buy	11,945 +251	+2%	+$24.4K	0.02%	547
2025 Q4	$1.1M	Buy	11,694 +64	+0.6%	+$6.1K	0.02%	549
2025 Q3	$1.14M	Buy	11,630 +1,223	+12%	+$118K	0.03%	519
2025 Q2	$1.02M	Sell	10,407 -6,085	-37%	-$568K	0.03%	504
2025 Q1	$1.52M	Buy	16,492 +2,944	+22%	+$280K	0.04%	348
2024 Q4	$1.27M	Sell	13,548 -17,966	-57%	-$1.77M	0.04%	403
2024 Q3	$3.19M	Buy	31,514 +17,671	+128%	+$1.7M	0.09%	197
2024 Q2	$1.3M	Sell	13,843 -688	-5%	-$59K	0.04%	395
2024 Q1	$1.31M	Buy	+14,531	New	+$1.28M	0.04%	392
2023 Q4	–	Sell	-7,063	Closed	-$552K	–	1042
2023 Q3	$552K	Buy	+7,063	New	+$602K	0.02%	597
2023 Q2	–	Sell	-7,632	Closed	-$648K	–	1035
2023 Q1	$648K	Buy	+7,632	New	+$668K	0.03%	552
2022 Q2	–	Sell	-20,607	Closed	-$2.23M	–	891
2022 Q1	$2.23M	Sell	20,607 -64,162	-76%	-$6.77M	0.13%	193
2021 Q4	$9.85M	Buy	84,769 +25,744	+44%	+$2.82M	0.52%	28
2021 Q3	$6.04M	Buy	+59,025	New	+$6.28M	0.36%	58
2021 Q1	–	Sell	-14,095	Closed	-$1.21M	–	807
2020 Q4	$1.21M	Buy	14,095 +1,731	+14%	+$144K	0.09%	263
2020 Q3	$987K	Sell	12,364 -788	-6%	-$63.6K	0.09%	254
2020 Q2	$1.04M	Buy	13,152 +4,655	+55%	+$353K	0.1%	221
2020 Q1	$591K	Sell	8,497 -3,347	-28%	-$296K	0.08%	259
2019 Q4	$1.1M	Sell	11,844 -18,299	-61%	-$1.7M	0.12%	216
2019 Q3	$2.82M	Buy	30,143 +67	+0.2%	+$6.1K	0.37%	59
2019 Q2	$2.63M	Buy	30,076 +179	+0.6%	+$15.7K	0.34%	60
2019 Q1	$2.6M	Buy	+29,897	New	+$2.47M	0.39%	58
2018 Q4	–	Sell	-10,351	Closed	-$828K	–	463
2018 Q3	$828K	Buy	+10,351	New	+$844K	0.13%	200