North Star Investment Management’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
2025 Q4	–	Sell	-192	Closed	-$18.6K	–	1593
2025 Q3	$18.6K	Hold	192	–	–	﹤0.01%	821
2025 Q2	$18.2K	Buy	+192	New	+$17.9K	﹤0.01%	801
2018 Q1	–	Sell	-444	Closed	-$36K	–	1081
2017 Q4	$36K	Hold	444	–	–	﹤0.01%	600
2017 Q3	$35K	Hold	444	–	–	﹤0.01%	603
2017 Q2	$35K	Hold	444	–	–	﹤0.01%	599
2017 Q1	$35K	Hold	444	–	–	﹤0.01%	581
2016 Q4	$34K	Hold	444	–	–	0.01%	550
2016 Q3	$36K	Buy	444 +188	+73%	+$15.6K	0.01%	454
2016 Q2	$21K	Hold	256	–	–	﹤0.01%	529
2016 Q1	$20K	Hold	256	–	–	﹤0.01%	509
2015 Q4	$19K	Hold	256	–	–	﹤0.01%	509
2015 Q3	$18K	Hold	256	–	–	﹤0.01%	520
2015 Q2	$18K	Hold	256	–	–	﹤0.01%	507
2015 Q1	$20K	Hold	256	–	–	﹤0.01%	479
2014 Q4	$20K	Sell	256 -219	-46%	-$16.4K	﹤0.01%	478
2014 Q3	$33K	Hold	475	–	–	0.01%	409
2014 Q2	$34K	Buy	475 +219	+86%	+$15.4K	0.01%	427
2014 Q1	$17K	Buy	+256	New	+$17K	﹤0.01%	489