Peak Asset 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
2022 Q3	–	Sell	-9,980	Closed	-$918K	–	142
2022 Q2	$918K	Buy	9,980 +528	+6%	+$52.6K	0.25%	69
2022 Q1	$1.02M	Buy	9,452 +997	+12%	+$105K	0.24%	68
2021 Q4	$982K	Buy	8,455 +512	+6%	+$56.1K	0.23%	69
2021 Q3	$813K	Buy	7,943 +1,083	+16%	+$115K	0.2%	76
2021 Q2	$699K	Buy	6,860 +823	+14%	+$81.7K	0.17%	80
2021 Q1	$555K	Buy	6,037 +1,126	+23%	+$98.8K	0.13%	94
2020 Q4	$421K	Buy	4,911 +64	+1%	+$5.33K	0.11%	99
2020 Q3	$387K	Buy	4,847 +12	+0.2%	+$969	0.12%	91
2020 Q2	$381K	Sell	4,835 -43	-0.9%	-$3.26K	0.12%	85
2020 Q1	$339K	Buy	4,878 +322	+7%	+$28.5K	0.13%	78
2019 Q4	$424K	Buy	4,556 +25	+0.6%	+$2.32K	0.13%	81
2019 Q3	$424K	Buy	4,531 +210	+5%	+$19.1K	0.14%	80
2019 Q2	$377K	Buy	4,321 +397	+10%	+$34.8K	0.12%	88
2019 Q1	$342K	Buy	3,924 +133	+4%	+$11K	0.12%	94
2018 Q4	$284K	Buy	3,791 +345	+10%	+$27.1K	0.11%	98
2018 Q3	$276K	Buy	3,446 +437	+15%	+$35.6K	0.09%	107
2018 Q2	$242K	Hold	3,009	–	–	0.09%	115
2018 Q1	$227K	Buy	+3,009	New	+$228K	0.08%	114
2015 Q4	–	Sell	-4,920	Closed	-$349K	–	125
2015 Q3	$349K	Sell	4,920 -320	-6%	-$23.3K	0.19%	77
2015 Q2	$374K	Buy	5,240 +120	+2%	+$9.1K	0.2%	81
2015 Q1	$406K	Buy	5,120 +412	+9%	+$33K	0.2%	79
2014 Q4	$362K	Buy	+4,708	New	+$352K	0.19%	79