Stratos 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	–	Sell	-10,483	Closed	-$984K	–	647
2025 Q4	$984K	Buy	10,483 +441	+4%	+$42K	0.05%	312
2025 Q3	$975K	Sell	10,042 -320	-3%	-$30.8K	0.05%	319
2025 Q2	$982K	Sell	10,362 -788	-7%	-$73.5K	0.05%	317
2025 Q1	$1.07M	Sell	11,150 -5,778	-34%	-$550K	0.06%	289
2024 Q4	$1.58M	Sell	16,928 -1,570	-8%	-$155K	0.08%	249
2024 Q3	$1.88M	Buy	18,498 +6,237	+51%	+$601K	0.09%	249
2024 Q2	$1.08M	Buy	12,261 +893	+8%	+$76.6K	0.05%	319
2024 Q1	$1.02M	Buy	11,368 +678	+6%	+$59.9K	0.06%	322
2023 Q4	$977K	Sell	10,690 -76	-0.7%	-$6.22K	0.06%	334
2023 Q3	$841K	Sell	10,766 -599	-5%	-$51.1K	0.06%	341
2023 Q2	$984K	Sell	11,365 -28	-0.2%	-$2.35K	0.07%	314
2023 Q1	$967K	Buy	11,393 +433	+4%	+$37.9K	0.07%	296
2022 Q4	$923K	Buy	10,960 +3,048	+39%	+$256K	0.08%	290
2022 Q3	$644K	Sell	7,912 -46	-0.6%	-$4.35K	0.07%	312
2022 Q2	$732K	Buy	+7,958	New	+$793K	0.07%	303
2022 Q1	–	Sell	-2,556	Closed	-$297K	–	551
2021 Q4	$297K	Buy	+2,556	New	+$280K	0.02%	466
2020 Q2	–	Sell	-593	Closed	-$41K	–	326
2020 Q1	$41K	Buy	+593	New	+$52.5K	0.03%	197