Phillips Financial 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
2026 Q1	–	Sell	-20	Closed	-$1.88K	–	304
2025 Q4	$1.88K	Hold	20	–	–	﹤0.01%	302
2025 Q3	$1.94K	Hold	20	–	–	﹤0.01%	300
2025 Q2	$1.9K	Hold	20	–	–	﹤0.01%	274
2025 Q1	$1.92K	Hold	20	–	–	﹤0.01%	257
2024 Q4	$1.86K	Hold	20	–	–	﹤0.01%	257
2024 Q3	$2.04K	Hold	20	–	–	﹤0.01%	270
2024 Q2	$1.75K	Hold	20	–	–	﹤0.01%	263
2024 Q1	$1.8K	Hold	20	–	–	﹤0.01%	257
2023 Q4	$1.83K	Sell	20 -47	-70%	-$3.85K	﹤0.01%	249
2023 Q3	$5.24K	Hold	67	–	–	﹤0.01%	230
2023 Q2	$5.8K	Hold	67	–	–	﹤0.01%	226
2023 Q1	$5.69K	Buy	67 +3	+5%	+$262	﹤0.01%	229
2022 Q4	$5.39K	Hold	64	–	–	﹤0.01%	216
2022 Q3	$5K	Buy	+64	New	+$6.06K	﹤0.01%	215