Pathstone Family Office’s iShares US Real Estate ETF IYR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	$17.6M	Buy	+225,058	New	+$17.6M	0.13%	107
2013 Q4	–	Sell	-80	Closed	-$5K	–	265
2013 Q3	$5K	Sell	80 -193	-71%	-$12.1K	0.02%	216
2013 Q2	$18K	Buy	+273	New	+$18K	0.02%	200