Plante Moran Financial 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
2023 Q3	–	Sell	-240	Closed	-$20.8K	–	827
2023 Q2	$20.8K	Hold	240	–	–	﹤0.01%	435
2023 Q1	$20.4K	Hold	240	–	–	﹤0.01%	437
2022 Q4	$20.2K	Hold	240	–	–	﹤0.01%	455
2022 Q3	$20K	Hold	240	–	–	﹤0.01%	463
2022 Q2	$22K	Hold	240	–	–	﹤0.01%	448
2022 Q1	$26K	Hold	240	–	–	﹤0.01%	439
2021 Q4	$28K	Buy	+240	New	+$26.3K	﹤0.01%	481
2020 Q2	–	Sell	-95	Closed	-$7K	–	819
2020 Q1	$7K	Buy	+95	New	+$8.41K	﹤0.01%	536
2018 Q3	–	Sell	-918	Closed	-$74K	–	807
2018 Q2	$74K	Buy	+918	New	+$70.7K	0.04%	264
2017 Q2	–	Sell	-181	Closed	-$14K	–	869
2017 Q1	$14K	Buy	+181	New	+$14.1K	0.01%	530
2014 Q4	–	Sell	-400	Closed	-$28K	–	826
2014 Q3	$28K	Buy	+400	New	+$29K	0.02%	354
2014 Q1	–	Sell	-200	Closed	-$13K	–	660
2013 Q4	$13K	Sell	200 -300	-60%	-$19.3K	0.01%	408
2013 Q3	$32K	Buy	500 +275	+122%	+$18K	0.02%	237
2013 Q2	$15K	Buy	+225	New	+$15.9K	0.01%	280