SOA Wealth 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
2026 Q1	$1.87M	Sell	19,819 -950	-5%	-$92.3K	0.35%	55
2025 Q4	$1.95M	Sell	20,769 -632	-3%	-$60.2K	0.33%	53
2025 Q3	$2.08M	Sell	21,401 -1,500	-7%	-$144K	0.36%	54
2025 Q2	$2.17M	Sell	22,901 -2,695	-11%	-$251K	0.41%	50
2025 Q1	$2.45M	Sell	25,596 -95	-0.4%	-$9.04K	0.51%	39
2024 Q4	$2.39M	Sell	25,691 -321	-1%	-$31.6K	0.44%	47
2024 Q3	$2.65M	Sell	26,012 -752	-3%	-$72.4K	0.51%	43
2024 Q2	$2.35M	Sell	26,764 -5,971	-18%	-$512K	0.47%	44
2024 Q1	$2.94M	Sell	32,735 -1,257	-4%	-$111K	0.61%	37
2023 Q4	$3.11M	Sell	33,992 -1,584	-4%	-$130K	0.69%	34
2023 Q3	$2.78M	Sell	35,576 -441	-1%	-$37.6K	0.69%	32
2023 Q2	$3.12M	Sell	36,017 -14,548	-29%	-$1.22M	0.73%	32
2023 Q1	$4.29M	Sell	50,565 -472	-0.9%	-$41.3K	1.06%	23
2022 Q4	$4.3M	Sell	51,037 -230	-0.4%	-$19.3K	1.16%	23
2022 Q3	$4.17M	Buy	51,267 +6	+0%	+$568	1.26%	20
2022 Q2	$4.71M	Sell	51,261 -3,084	-6%	-$307K	1.39%	17
2022 Q1	$5.88M	Sell	54,345 -525	-1%	-$55.4K	1.43%	16
2021 Q4	$6.36M	Buy	54,870 +798	+1%	+$87.4K	1.54%	16
2021 Q3	$5.54M	Buy	54,072 +1,195	+2%	+$127K	1.42%	17
2021 Q2	$5.39M	Buy	52,877 +362	+0.7%	+$35.9K	1.39%	17
2021 Q1	$4.83M	Sell	52,515 -1,074	-2%	-$94.2K	1.35%	19
2020 Q4	$4.79M	Buy	+53,589	New	+$4.46M	1.3%	21