Silver Oak Securities’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	$2.53M	Sell	26,764 -135	-0.5%	-$13.1K	0.19%	124
2025 Q4	$2.55M	Sell	26,899 -1,245	-4%	-$119K	0.17%	131
2025 Q3	$2.73M	Sell	28,144 -1,065	-4%	-$102K	0.2%	113
2025 Q2	$2.77M	Buy	29,209 +1,842	+7%	+$172K	0.23%	99
2025 Q1	$2.59M	Sell	27,367 -4,616	-14%	-$439K	0.24%	94
2024 Q4	$2.95M	Buy	31,983 +3,288	+11%	+$324K	0.27%	80
2024 Q3	$2.9M	Buy	28,695 +15,262	+114%	+$1.47M	0.31%	76
2024 Q2	$1.18M	Buy	13,433 +266	+2%	+$22.8K	0.18%	120
2024 Q1	$1.18M	Sell	13,167 -3,785	-22%	-$335K	0.18%	123
2023 Q4	$1.55M	Buy	16,952 +8,344	+97%	+$683K	0.21%	115
2023 Q3	$673K	Sell	8,608 -3,741	-30%	-$319K	0.15%	138
2023 Q2	$1.07M	Buy	12,349 +916	+8%	+$76.9K	0.17%	118
2023 Q1	$971K	Buy	11,433 +182	+2%	+$15.9K	0.16%	116
2022 Q4	$947K	Buy	11,251 +2,643	+31%	+$222K	0.18%	95
2022 Q3	$673K	Sell	8,608 -2,831	-25%	-$268K	0.15%	138
2022 Q2	$1.09M	Sell	11,439 -633	-5%	-$63.1K	0.24%	77
2022 Q1	$1.33M	Buy	+12,072	New	+$1.27M	0.27%	83