Running Point Capital 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	$3.68M	Sell	39,223 -12,068	-24%	-$1.15M	1%	23
2025 Q3	$4.98M	Buy	51,291 +1,755	+4%	+$169K	1.33%	18
2025 Q2	$4.69M	Sell	49,536 -4,591	-8%	-$428K	1.3%	18
2025 Q1	$5.18M	Sell	54,127 -3,312	-6%	-$315K	1.65%	16
2024 Q4	$5.35M	Buy	57,439 +1,541	+3%	+$152K	1.83%	16
2024 Q3	$5.69M	Sell	55,898 -515	-0.9%	-$49.6K	2.2%	13
2024 Q2	$4.95M	Buy	56,413 +1,813	+3%	+$156K	2.05%	13
2024 Q1	$4.91M	Buy	54,600 +66	+0.1%	+$5.83K	2.2%	13
2023 Q4	$4.98M	Buy	54,534 +16,820	+45%	+$1.38M	2.43%	12
2023 Q3	$2.95M	Buy	37,714 +1,073	+3%	+$91.5K	1.71%	16
2023 Q2	$3.17M	Buy	36,641 +955	+3%	+$80.2K	1.78%	15
2023 Q1	$3.03M	Buy	35,686 +608	+2%	+$53.2K	1.84%	13
2022 Q4	$2.95M	Sell	35,078 -2,267	-6%	-$190K	1.81%	13
2022 Q3	$3.04M	Sell	37,345 -1,896	-5%	-$179K	2.01%	12
2022 Q2	$3.61M	Buy	39,241 +415	+1%	+$41.4K	2.32%	11
2022 Q1	$4.2M	Buy	38,826 +13,283	+52%	+$1.4M	2.46%	13
2021 Q4	$2.97M	Buy	25,543 +521	+2%	+$57.1K	1.78%	16
2021 Q3	$2.56M	Buy	25,022 +2,415	+11%	+$257K	1.14%	25
2021 Q2	$2.31M	Buy	22,607 +13,832	+158%	+$1.37M	1.05%	27
2021 Q1	$807K	Buy	8,775 +3,039	+53%	+$267K	0.45%	40
2020 Q4	$491K	Buy	+5,736	New	+$478K	0.29%	51