Oxford Financial Group’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	$7.47K	Hold	79	–	–	﹤0.01%	289
2025 Q4	$7.42K	Hold	79	–	–	﹤0.01%	276
2025 Q3	$7.67K	Hold	79	–	–	﹤0.01%	269
2025 Q2	$7.49K	Hold	79	–	–	﹤0.01%	254
2025 Q1	$7.56K	Hold	79	–	–	﹤0.01%	254
2024 Q4	$7.35K	Hold	79	–	–	﹤0.01%	289
2024 Q3	$8.05K	Hold	79	–	–	﹤0.01%	283
2024 Q2	$6.93K	Hold	79	–	–	﹤0.01%	309
2024 Q1	$7.1K	Sell	79 -673	-89%	-$59.5K	﹤0.01%	270
2023 Q4	$68.7K	Buy	752 +79	+12%	+$6.47K	0.01%	259
2023 Q3	$52.6K	Hold	673	–	–	﹤0.01%	238
2023 Q2	$58.2K	Hold	673	–	–	0.01%	254
2023 Q1	$57.1K	Hold	673	–	–	0.01%	216
2022 Q4	$56.7K	Sell	673 -640	-49%	-$53.7K	0.01%	214
2022 Q3	$107K	Buy	1,313 +673	+105%	+$63.7K	0.02%	180
2022 Q2	$59K	Hold	640	–	–	0.01%	219
2022 Q1	$69K	Buy	+640	New	+$67.5K	0.01%	212