Stamos Capital Partners’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	$3.62M	Buy	38,300 +5,489	+17%	+$533K	0.57%	57
2025 Q4	$3.08M	Buy	32,811 +13,981	+74%	+$1.33M	0.5%	60
2025 Q3	$1.83M	Sell	18,830 -10,773	-36%	-$1.04M	0.34%	74
2025 Q2	$2.81M	Buy	29,603 +11,567	+64%	+$1.08M	0.5%	61
2025 Q1	$1.73M	Sell	18,036 -3,514	-16%	-$334K	0.45%	72
2024 Q4	$2.01M	Buy	21,550 +9,310	+76%	+$918K	0.47%	66
2024 Q3	$1.25M	Sell	12,240 -1,890	-13%	-$182K	0.29%	82
2024 Q2	$1.24M	Buy	14,130 +210	+2%	+$18K	0.26%	92
2024 Q1	$1.25M	Sell	13,920 -1,890	-12%	-$167K	0.28%	77
2023 Q4	$1.45M	Sell	15,810 -3,430	-18%	-$281K	0.39%	63
2023 Q3	$1.5M	Buy	19,240 +1,280	+7%	+$109K	0.33%	80
2023 Q2	$1.55M	Buy	17,960 +3,210	+22%	+$270K	0.36%	75
2023 Q1	$1.25M	Hold	14,750	–	–	0.32%	71
2022 Q4	$1.24M	Sell	14,750 -17,750	-55%	-$1.49M	0.39%	62
2022 Q3	$2.65M	Hold	32,500	–	–	0.67%	43
2022 Q2	$2.99M	Sell	32,500 -4,240	-12%	-$423K	0.9%	29
2022 Q1	$3.98M	Buy	36,740 +2,340	+7%	+$247K	1.33%	26
2021 Q4	$4M	Buy	34,400 +1,350	+4%	+$148K	1.85%	25
2021 Q3	$3.38M	Sell	33,050 -800	-2%	-$85.1K	1.89%	26
2021 Q2	$3.45M	Sell	33,850 -1,550	-4%	-$154K	1.82%	25
2021 Q1	$3.25M	Hold	35,400	–	–	1.64%	27
2020 Q4	$3.03M	Buy	35,400 +25,900	+273%	+$2.16M	1.29%	24
2020 Q3	$758K	Buy	9,500 +5,400	+132%	+$436K	0.28%	46
2020 Q2	$323K	Buy	+4,100	New	+$311K	0.19%	45