ProVise Management Group’s iShares US Real Estate ETF IYR Stock Holding History

ProVise Management Group’s Portfolio IYR Stock Details IYR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$293K	Hold	3,095	–	–	0.02%	223
2025 Q4	$291K	Hold	3,095	–	–	0.02%	220
2025 Q3	$300K	Hold	3,095	–	–	0.02%	219
2025 Q2	$293K	Hold	3,095	–	–	0.02%	218
2025 Q1	$296K	Hold	3,095	–	–	0.03%	207
2024 Q4	$288K	Hold	3,095	–	–	0.02%	213
2024 Q3	$315K	Hold	3,095	–	–	0.03%	244
2024 Q2	$272K	Hold	3,095	–	–	0.02%	253
2024 Q1	$278K	Sell	3,095 -2,193	-41%	-$194K	0.02%	251
2023 Q4	$483K	Sell	5,288 -110	-2%	-$9.01K	0.04%	226
2023 Q3	$422K	Buy	5,398 +1,040	+24%	+$88.6K	0.04%	237
2023 Q2	$377K	Sell	4,358 -11,284	-72%	-$948K	0.03%	258
2023 Q1	$1.33M	Buy	15,642 +12,512	+400%	+$1.09M	0.13%	144
2022 Q4	$264K	Hold	3,130	–	–	0.03%	270
2022 Q3	$255K	Hold	3,130	–	–	0.03%	266
2022 Q2	$288K	Hold	3,130	–	–	0.03%	262
2022 Q1	$339K	Hold	3,130	–	–	0.03%	269
2021 Q4	$364K	Hold	3,130	–	–	0.03%	274
2021 Q3	$320K	Hold	3,130	–	–	0.03%	272
2021 Q2	$319K	Hold	3,130	–	–	0.03%	281
2021 Q1	$288K	Hold	3,130	–	–	0.03%	289
2020 Q4	$268K	Hold	3,130	–	–	0.03%	280
2020 Q3	$250K	Sell	3,130 -1,500	-32%	-$121K	0.03%	250
2020 Q2	$365K	Sell	4,630 -85	-2%	-$6.44K	0.05%	209
2020 Q1	$328K	Hold	4,715	–	–	0.06%	210
2019 Q4	$439K	Sell	4,715 -200	-4%	-$18.5K	0.05%	212
2019 Q3	$460K	Hold	4,915	–	–	0.06%	201
2019 Q2	$429K	Hold	4,915	–	–	0.06%	218
2019 Q1	$428K	Hold	4,915	–	–	0.06%	204
2018 Q4	$368K	Hold	4,915	–	–	0.06%	216
2018 Q3	$393K	Hold	4,915	–	–	0.05%	237
2018 Q2	$396	Buy	4,915 +1,500	+44%	+$116K	0.03%	242
2018 Q1	$258K	Hold	3,415	–	–	0.04%	261
2017 Q4	$277K	Sell	3,415 -341	-9%	-$27.7K	0.04%	266
2017 Q3	$300K	Buy	3,756 +18	+0.5%	+$1.45K	0.04%	257
2017 Q2	$298K	Sell	3,738 -80	-2%	-$6.36K	0.05%	265
2017 Q1	$300K	Hold	3,818	–	–	0.05%	261
2016 Q4	$294K	Hold	3,818	–	–	0.05%	265
2016 Q3	$308K	Hold	3,818	–	–	0.05%	259
2016 Q2	$315K	Hold	3,818	–	–	0.06%	246
2016 Q1	$297K	Sell	3,818 -3,541	-48%	-$257K	0.06%	231
2015 Q4	$552K	Buy	7,359 +3,582	+95%	+$267K	0.12%	170
2015 Q3	$268K	Sell	3,777 -665	-15%	-$48.4K	0.06%	226
2015 Q2	$317K	Sell	4,442 -3,725	-46%	-$282K	0.07%	229
2015 Q1	$648K	Buy	8,167 +783	+11%	+$62.6K	0.14%	154
2014 Q4	$567K	Sell	7,384 -11,704	-61%	-$875K	0.12%	175
2014 Q3	$1.32M	Buy	19,088 +179	+0.9%	+$13K	0.29%	106
2014 Q2	$1.36M	Buy	18,909 +4,044	+27%	+$285K	0.29%	105
2014 Q1	$1.01M	Buy	14,865 +6,923	+87%	+$459K	0.24%	113
2013 Q4	$501K	Buy	7,942 +3,414	+75%	+$220K	0.13%	175
2013 Q3	$289K	Sell	4,528 -4,570	-50%	-$299K	0.08%	245
2013 Q2	$604K	Buy	+9,098	New	+$643K	0.18%	156