Rather & Kittrell’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	$1.45M	Buy	15,298 +61	+0.4%	+$5.93K	0.22%	35
2025 Q4	$1.43M	Buy	15,237 +15	+0.1%	+$1.43K	0.23%	35
2025 Q3	$1.48M	Sell	15,222 -1,485	-9%	-$143K	0.26%	34
2025 Q2	$1.58M	Sell	16,707 -229	-1%	-$21.4K	0.31%	31
2025 Q1	$1.62M	Sell	16,936 -234	-1%	-$22.3K	0.35%	29
2024 Q4	$1.6M	Sell	17,170 -1,008	-6%	-$99.3K	0.38%	26
2024 Q3	$1.85M	Buy	18,178 +429	+2%	+$41.3K	0.45%	27
2024 Q2	$1.56M	Sell	17,749 -230	-1%	-$19.7K	0.43%	28
2024 Q1	$1.62M	Sell	17,979 -330	-2%	-$29.2K	0.48%	26
2023 Q4	$1.67M	Buy	18,309 +378	+2%	+$30.9K	0.58%	26
2023 Q3	$1.4M	Sell	17,931 -8	-0%	-$682	0.57%	26
2023 Q2	$1.55M	Sell	17,939 -220	-1%	-$18.5K	0.65%	25
2023 Q1	$1.54M	Sell	18,159 -438	-2%	-$38.3K	0.7%	26
2022 Q4	$1.56M	Sell	18,597 -419	-2%	-$35.2K	0.83%	25
2022 Q3	$1.55M	Buy	19,016 +79	+0.4%	+$7.48K	1.63%	14
2022 Q2	$1.74M	Sell	18,937 -352	-2%	-$35.1K	1.91%	13
2022 Q1	$2.09M	Sell	19,289 -978	-5%	-$103K	2.03%	12
2021 Q4	$2.35M	Buy	+20,267	New	+$2.22M	2.07%	13