Strategic Wealth 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	$9.83K	Hold	104	–	–	﹤0.01%	896
2025 Q4	$9.77K	Hold	104	–	–	﹤0.01%	899
2025 Q3	$10.1K	Hold	104	–	–	﹤0.01%	893
2025 Q2	$9.86K	Buy	+104	New	+$9.7K	﹤0.01%	789
2020 Q2	–	Sell	-4,273	Closed	-$398K	–	150
2020 Q1	$398K	Hold	4,273	–	–	0.21%	102
2019 Q4	$398K	Sell	4,273 -800	-16%	-$74.2K	0.21%	102
2019 Q3	$48.1K	Buy	5,073 +3,923	+341%	+$357K	0.25%	81
2019 Q2	$100K	Sell	1,150 -11,768	-91%	-$1.03M	0.05%	180
2019 Q1	$1.12M	Sell	12,918 -1,466	-10%	-$121K	0.52%	58
2018 Q4	$1.14M	Buy	+14,384	New	+$1.13M	0.58%	47
2018 Q3	–	Sell	-281	Closed	-$23K	–	670
2018 Q2	$23K	Sell	281 -195	-41%	-$15K	0.01%	363
2018 Q1	$36K	Sell	476 -2,119	-82%	-$161K	0.02%	278
2017 Q4	$214K	Buy	+2,595	New	+$211K	0.12%	141