NewEdge 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	$303K	Sell	3,207 -289	-8%	-$28.1K	﹤0.01%	2329
2025 Q4	$328K	Sell	3,496 -508	-13%	-$48.4K	﹤0.01%	2256
2025 Q3	$389K	Buy	4,004 +3,208	+403%	+$309K	﹤0.01%	1995
2025 Q2	$75.4K	Buy	796 +3	+0.4%	+$280	﹤0.01%	2526
2025 Q1	$75.9K	Buy	793 +3	+0.4%	+$285	﹤0.01%	2394
2024 Q4	$73.5K	Sell	790 -212	-21%	-$20.9K	﹤0.01%	2386
2024 Q3	$102K	Buy	1,002 +73	+8%	+$7.03K	﹤0.01%	2183
2024 Q2	$81.5K	Sell	929 -255	-22%	-$21.9K	﹤0.01%	2182
2024 Q1	$106K	Buy	1,184 +25	+2%	+$2.21K	﹤0.01%	2047
2023 Q4	$106K	Sell	1,159 -255	-18%	-$20.9K	﹤0.01%	1929
2023 Q3	$110K	Buy	1,414 +1,100	+350%	+$93.8K	﹤0.01%	1798
2023 Q2	$27.2K	Sell	314 -452	-59%	-$38K	﹤0.01%	2287
2023 Q1	$65.1K	Sell	766 -124	-14%	-$10.8K	﹤0.01%	1896
2022 Q4	$32.4K	Sell	890 -3,629	-80%	-$305K	﹤0.01%	1919
2022 Q3	$368K	Buy	+4,519	New	+$428K	0.01%	1097
2022 Q1	–	Sell	-5,470	Closed	-$635K	–	1389
2021 Q4	$635K	Buy	+5,470	New	+$599K	0.01%	957
2020 Q1	–	Sell	-15,013	Closed	-$1.4M	–	843
2019 Q4	$1.4M	Buy	15,013 +65	+0.4%	+$6.03K	0.06%	297
2019 Q3	$1.42M	Buy	+14,948	New	+$1.36M	0.06%	282