Sheets Smith Wealth Management’s iShares US Real Estate ETF IYR Stock Holding History

Sheets Smith Wealth Management’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 Q2	$3.68M	Hold	36,000	–	–	0.37%	68
2026 Q1	$3.4M	Hold	36,000	–	–	0.38%	62
2025 Q4	$3.38M	Hold	36,000	–	–	0.37%	66
2025 Q3	$3.49M	Hold	36,000	–	–	0.4%	60
2025 Q2	$3.41M	Hold	36,000	–	–	0.4%	60
2025 Q1	$3.45M	Hold	36,000	–	–	0.43%	60
2024 Q4	$3.35M	Hold	36,000	–	–	0.41%	62
2024 Q3	$3.67M	Hold	36,000	–	–	0.45%	57
2024 Q2	$3.16M	Hold	36,000	–	–	0.38%	67
2024 Q1	$3.24M	Hold	36,000	–	–	0.36%	69
2023 Q4	$3.29M	Hold	36,000	–	–	0.47%	58
2023 Q3	$2.81M	Hold	36,000	–	–	0.43%	61
2023 Q2	$3.12M	Hold	36,000	–	–	0.46%	57
2023 Q1	$3.06M	Hold	36,000	–	–	0.47%	51
2022 Q4	$3.03M	Hold	36,000	–	–	0.47%	53
2022 Q3	$2.93M	Hold	36,000	–	–	0.49%	53
2022 Q2	$3.31M	Hold	36,000	–	–	0.55%	50
2022 Q1	$3.9M	Hold	36,000	–	–	0.54%	50
2021 Q4	$4.18M	Hold	36,000	–	–	0.52%	51
2021 Q3	$3.69M	Hold	36,000	–	–	0.5%	54
2021 Q2	$3.67M	Hold	36,000	–	–	0.49%	53
2021 Q1	$3.31M	Hold	36,000	–	–	0.49%	53
2020 Q4	$3.08M	Hold	36,000	–	–	0.47%	61
2020 Q3	$2.87M	Hold	36,000	–	–	0.5%	58
2020 Q2	$2.84M	Hold	36,000	–	–	0.57%	47
2020 Q1	$2.5M	Hold	36,000	–	–	0.52%	45
2019 Q4	$3.35M	Hold	36,000	–	–	0.64%	45
2019 Q3	$3.37M	Hold	36,000	–	–	0.69%	42
2019 Q2	$3.14M	Hold	36,000	–	–	0.65%	41
2019 Q1	$3.13M	Hold	36,000	–	–	0.68%	36
2018 Q4	$2.7M	Hold	36,000	–	–	0.73%	37
2018 Q3	$2.88M	Hold	36,000	–	–	0.6%	43
2018 Q2	$2.9M	Hold	36,000	–	–	0.68%	41
2018 Q1	$2.72M	Hold	36,000	–	–	0.65%	39
2017 Q4	$2.92M	Hold	36,000	–	–	0.69%	38
2017 Q3	$2.88M	Hold	36,000	–	–	0.73%	35
2017 Q2	$2.87M	Hold	36,000	–	–	0.76%	33
2017 Q1	$2.83M	Hold	36,000	–	–	0.75%	35
2016 Q4	$2.77M	Hold	36,000	–	–	0.78%	31
2016 Q3	$2.9M	Hold	36,000	–	–	0.82%	30
2016 Q2	$2.97M	Hold	36,000	–	–	0.86%	27
2016 Q1	$2.8M	Hold	36,000	–	–	0.86%	27
2015 Q4	$2.7M	Hold	36,000	–	–	0.82%	30
2015 Q3	$2.55M	Hold	36,000	–	–	0.86%	32
2015 Q2	$2.57M	Hold	36,000	–	–	0.7%	36
2015 Q1	$2.86M	Hold	36,000	–	–	0.79%	31
2014 Q4	$2.77M	Hold	36,000	–	–	0.72%	40
2014 Q3	$2.49M	Hold	36,000	–	–	0.68%	46
2014 Q2	$2.58M	Hold	36,000	–	–	0.69%	43
2014 Q1	$2.44M	Hold	36,000	–	–	0.68%	45
2013 Q4	$2.27M	Hold	36,000	–	–	0.63%	47
2013 Q3	$2.3M	Hold	36,000	–	–	0.75%	40
2013 Q2	$2.39M	Buy	+36,000	New	+$2.54M	0.81%	37