Naviter Wealth’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	$2.48M	Buy	26,194 +30	+0.1%	+$2.91K	0.31%	77
2025 Q4	$2.46M	Sell	26,164 -10,877	-29%	-$1.04M	0.32%	74
2025 Q3	$3.6M	Buy	37,041 +6	+0%	+$577	0.42%	58
2025 Q2	$3.51M	Buy	37,035 +16,700	+82%	+$1.56M	0.43%	52
2025 Q1	$1.93M	Hold	20,335	–	–	0.23%	118
2024 Q4	$1.89M	Buy	20,335 +13,883	+215%	+$1.37M	0.23%	116
2024 Q3	$657K	Buy	6,452 +3,785	+142%	+$365K	0.09%	179
2024 Q2	$234K	Sell	2,667 -35	-1%	-$3K	0.03%	208
2024 Q1	$243K	Buy	2,702 +79	+3%	+$6.99K	0.04%	205
2023 Q4	$240K	Buy	+2,623	New	+$215K	0.05%	198
2023 Q3	–	Sell	-2,475	Closed	-$214K	–	231
2023 Q2	$214K	Sell	2,475 -5,375	-68%	-$451K	0.05%	210
2023 Q1	$666K	Sell	7,850 -81,941	-91%	-$7.17M	0.23%	122
2022 Q4	$8.09M	Buy	89,791 +73,912	+465%	+$6.21M	2.22%	11
2022 Q3	$1.29M	Sell	15,879 -18,853	-54%	-$1.78M	0.53%	35
2022 Q2	$3.19M	Sell	34,732 -22,224	-39%	-$2.22M	1.31%	12
2022 Q1	$6.16M	Buy	56,956 +6,084	+12%	+$642K	2.06%	10
2021 Q4	$5.91M	Buy	+50,872	New	+$5.57M	1.77%	12