OneDigital Investment 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	$971K	Buy	10,270 +7,263	+242%	+$706K	0.01%	693
2025 Q4	$282K	Buy	3,007 +23	+0.8%	+$2.19K	﹤0.01%	1250
2025 Q3	$290K	Buy	2,984 +15	+0.5%	+$1.44K	﹤0.01%	1205
2025 Q2	$281K	Sell	2,969 -29	-1%	-$2.71K	﹤0.01%	1202
2025 Q1	$287K	Buy	2,998 +11	+0.4%	+$1.05K	﹤0.01%	1135
2024 Q4	$278K	Sell	2,987 -4	-0.1%	-$394	﹤0.01%	1167
2024 Q3	$305K	Buy	2,991 +80	+3%	+$7.71K	﹤0.01%	1149
2024 Q2	$255K	Buy	2,911 +92	+3%	+$7.89K	﹤0.01%	1177
2024 Q1	$253K	Sell	2,819 -146	-5%	-$12.9K	﹤0.01%	968
2023 Q4	$271K	Buy	+2,965	New	+$243K	﹤0.01%	948
2021 Q1	–	Sell	-8,092	Closed	-$693K	–	733
2020 Q4	$693K	Buy	8,092 +44	+0.5%	+$3.66K	0.04%	287
2020 Q3	$643K	Buy	8,048 +4,031	+100%	+$326K	0.04%	265
2020 Q2	$317K	Buy	+4,017	New	+$304K	0.02%	430
2018 Q4	–	Sell	-1,147	Closed	-$92K	–	1206
2018 Q3	$92K	Buy	1,147 +517	+82%	+$42.2K	0.02%	287
2018 Q2	$51K	Sell	630 -31	-5%	-$2.39K	0.01%	490
2018 Q1	$50K	Buy	+661	New	+$50.2K	0.01%	517