Spire Wealth Management’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	$40.3K	Sell	426 -1,148	-73%	-$112K	﹤0.01%	1227
2025 Q4	$148K	Buy	1,574 +12	+0.8%	+$1.14K	﹤0.01%	881
2025 Q3	$152K	Buy	1,562 +277	+22%	+$26.7K	0.01%	866
2025 Q2	$122K	Sell	1,285 -926	-42%	-$86.4K	﹤0.01%	909
2025 Q1	$212K	Sell	2,211 -2,916	-57%	-$277K	0.01%	812
2024 Q4	$477K	Buy	5,127 +159	+3%	+$15.7K	0.01%	555
2024 Q3	$506K	Buy	4,968 +4,150	+507%	+$400K	0.02%	513
2024 Q2	$71.7K	Buy	818 +470	+135%	+$40.3K	﹤0.01%	997
2024 Q1	$31.2K	Sell	348 -21	-6%	-$1.86K	﹤0.01%	1374
2023 Q4	$32.6K	Sell	369 -327	-47%	-$26.8K	﹤0.01%	1348
2023 Q3	$54.4K	Sell	696 -1,322	-66%	-$113K	﹤0.01%	1154
2023 Q2	$175K	Sell	2,018 -161	-7%	-$13.5K	0.01%	770
2023 Q1	$185K	Buy	2,179 +58	+3%	+$5.07K	0.01%	744
2022 Q4	$179K	Sell	2,121 -157	-7%	-$13.2K	0.01%	582
2022 Q3	$185K	Sell	2,278 -523	-19%	-$49.5K	0.01%	549
2022 Q2	$258K	Sell	2,801 -1,253	-31%	-$125K	0.01%	676
2022 Q1	$439K	Sell	4,054 -3,212	-44%	-$339K	0.01%	612
2021 Q4	$844K	Buy	7,266 +2,952	+68%	+$323K	0.02%	518
2021 Q3	$442K	Buy	4,314 +150	+4%	+$16K	0.01%	630
2021 Q2	$425K	Sell	4,164 -11,675	-74%	-$1.16M	0.01%	658
2021 Q1	$1.42M	Buy	+15,839	New	+$1.39M	0.04%	357