Prospera Financial Services’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	$608K	Buy	6,432 +224	+4%	+$21.8K	0.01%	919
2025 Q4	$583K	Sell	6,208 -333	-5%	-$31.7K	0.01%	870
2025 Q3	$635K	Sell	6,541 -240	-4%	-$23.1K	0.01%	848
2025 Q2	$643K	Buy	6,781 +845	+14%	+$78.8K	0.01%	820
2025 Q1	$568K	Sell	5,936 -420	-7%	-$40K	0.01%	729
2024 Q4	$591K	Buy	6,356 +711	+13%	+$70.1K	0.01%	692
2024 Q3	$575K	Sell	5,645 -270	-5%	-$26K	0.01%	675
2024 Q2	$519K	Sell	5,915 -167	-3%	-$14.3K	0.01%	698
2024 Q1	$547K	Buy	6,082 +164	+3%	+$14.5K	0.02%	685
2023 Q4	$541K	Sell	5,918 -3,123	-35%	-$256K	0.02%	633
2023 Q3	$707K	Sell	9,041 -5,012	-36%	-$427K	0.03%	522
2023 Q2	$1.22M	Sell	14,053 -1,808	-11%	-$152K	0.05%	364
2023 Q1	$1.35M	Buy	15,861 +1,796	+13%	+$157K	0.06%	342
2022 Q4	$1.18M	Sell	14,065 -4,245	-23%	-$356K	0.06%	319
2022 Q3	$1.49M	Sell	18,310 -27,422	-60%	-$2.6M	0.08%	281
2022 Q2	$4.21M	Buy	45,732 +30,240	+195%	+$3.01M	0.21%	102
2022 Q1	$1.68M	Buy	15,492 +1,145	+8%	+$121K	0.07%	308
2021 Q4	$1.67M	Buy	14,347 +296	+2%	+$32.4K	0.07%	303
2021 Q3	$1.44M	Buy	14,051 +163	+1%	+$17.3K	0.07%	306
2021 Q2	$1.42M	Buy	13,888 +1,936	+16%	+$192K	0.07%	316
2021 Q1	$1.1M	Buy	11,952 +4,528	+61%	+$397K	0.07%	325
2020 Q4	$636K	Buy	+7,424	New	+$618K	0.04%	373
2020 Q1	–	Sell	-4,648	Closed	-$433K	–	576
2019 Q4	$433K	Buy	4,648 +1,030	+28%	+$95.5K	0.03%	405
2019 Q3	$338K	Sell	3,618 -230	-6%	-$20.9K	0.03%	402
2019 Q2	$336K	Buy	+3,848	New	+$337K	0.04%	376