Platform Technology Partners’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	$239K	Hold	2,530	–	–	0.05%	275
2025 Q4	$238K	Hold	2,530	–	–	0.05%	224
2025 Q3	$246K	Hold	2,530	–	–	0.06%	216
2025 Q2	$240K	Hold	2,530	–	–	0.06%	220
2025 Q1	$242K	Hold	2,530	–	–	0.07%	197
2024 Q4	$235K	Sell	2,530 -632	-20%	-$62.3K	0.07%	194
2024 Q3	$322K	Hold	3,162	–	–	0.1%	166
2024 Q2	$277K	Buy	+3,162	New	+$271K	0.1%	175
2023 Q4	$275K	Hold	3,162	–	–	0.11%	166
2023 Q3	$247K	Hold	3,162	–	–	0.12%	160
2023 Q2	$279K	Hold	3,162	–	–	0.13%	156
2023 Q1	$268K	Hold	3,162	–	–	0.13%	154
2022 Q4	$266K	Hold	3,162	–	–	0.14%	149
2022 Q3	$257K	Hold	3,162	–	–	0.15%	148
2022 Q2	$291K	Hold	3,162	–	–	0.16%	135
2022 Q1	$342K	Hold	3,162	–	–	0.16%	137
2021 Q4	$367K	Sell	3,162 -2,719	-46%	-$298K	0.16%	143
2021 Q3	$602K	Hold	5,881	–	–	0.27%	94
2021 Q2	$600K	Buy	+5,881	New	+$584K	0.25%	108
2020 Q4	$550K	Buy	6,425 +303	+5%	+$25.2K	0.27%	100
2020 Q3	$489K	Buy	6,122 +235	+4%	+$19K	0.3%	93
2020 Q2	$464K	Sell	5,887 -107	-2%	-$8.11K	0.33%	89
2020 Q1	$417K	Buy	+5,994	New	+$530K	0.38%	78