Sierra Capital’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	$268K	Hold	2,830	–	–	0.03%	197
2025 Q4	$266K	Hold	2,830	–	–	0.03%	182
2025 Q3	$275K	Hold	2,830	–	–	0.03%	195
2025 Q2	$268K	Hold	2,830	–	–	0.03%	193
2025 Q1	$271K	Sell	2,830 -1,714	-38%	-$163K	0.03%	176
2024 Q4	$423K	Sell	4,544 -1,780	-28%	-$175K	0.05%	160
2024 Q3	$644K	Buy	6,324 +25	+0.4%	+$2.41K	0.08%	149
2024 Q2	$553K	Buy	6,299 +22	+0.4%	+$1.89K	0.07%	146
2024 Q1	$564K	Buy	6,277 +13	+0.2%	+$1.15K	0.07%	143
2023 Q4	$573K	Buy	6,264 +68	+1%	+$5.57K	0.08%	136
2023 Q3	$484K	Hold	6,196	–	–	0.08%	139
2023 Q2	$536K	Buy	6,196 +15	+0.2%	+$1.26K	0.08%	134
2023 Q1	$525K	Buy	6,181 +18	+0.3%	+$1.57K	0.09%	134
2022 Q4	$519K	Buy	6,163 +67	+1%	+$5.63K	0.09%	126
2022 Q3	$496K	Hold	6,096	–	–	0.09%	125
2022 Q2	$561K	Buy	6,096 +13	+0.2%	+$1.3K	0.1%	130
2022 Q1	$658K	Buy	6,083 +13	+0.2%	+$1.37K	0.1%	130
2021 Q4	$705K	Buy	6,070 +33	+0.5%	+$3.62K	0.11%	126
2021 Q3	$663K	Buy	6,037 +978	+19%	+$104K	0.11%	124
2021 Q2	$516K	Buy	5,059 +438	+9%	+$43.5K	0.1%	121
2021 Q1	$425K	Buy	+4,621	New	+$405K	0.08%	129