Rise 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
2025 Q4	–	Sell	-1,320	Closed	-$128K	–	772
2025 Q3	$128K	Buy	1,320 +8	+0.6%	+$770	0.05%	133
2025 Q2	$124K	Buy	1,312 +7	+0.5%	+$653	0.05%	130
2025 Q1	$125K	Buy	1,305 +5	+0.4%	+$476	0.06%	125
2024 Q4	$121K	Buy	1,300 +11	+0.9%	+$1.08K	0.06%	128
2024 Q3	$131K	Buy	1,289 +9	+0.7%	+$867	0.06%	124
2024 Q2	$112K	Buy	1,280 +8	+0.6%	+$686	0.06%	136
2024 Q1	$114K	Buy	1,272 +5	+0.4%	+$442	0.06%	136
2023 Q4	$116K	Buy	1,267 +24	+2%	+$1.97K	0.08%	96
2023 Q3	$97.1K	Sell	1,243 -959	-44%	-$81.7K	0.08%	92
2023 Q2	$191K	Buy	2,202 +10	+0.5%	+$840	0.15%	68
2023 Q1	$186K	Sell	2,192 -24	-1%	-$2.1K	0.14%	70
2022 Q4	$187K	Buy	2,216 +19	+0.9%	+$1.6K	0.15%	66
2022 Q3	$179K	Buy	2,197 +24	+1%	+$2.27K	0.15%	65
2022 Q2	$200K	Buy	2,173 +44	+2%	+$4.39K	0.2%	59
2022 Q1	$230K	Buy	2,129 +9	+0.4%	+$950	0.21%	61
2021 Q4	$246K	Buy	+2,120	New	+$232K	0.23%	56