Sunbelt Securities’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	$35.6K	Buy	376 +366	+3,660%	+$35.6K	﹤0.01%	1118
2025 Q4	$959	Hold	10	–	–	﹤0.01%	2071
2025 Q3	$982	Sell	10 -165	-94%	-$15.9K	﹤0.01%	2058
2025 Q2	$16.3K	Hold	175	–	–	﹤0.01%	1203
2025 Q1	$16.8K	Hold	175	–	–	﹤0.01%	1163
2024 Q4	$16.1K	Hold	175	–	–	﹤0.01%	1204
2024 Q3	$17.8K	Buy	+175	New	+$16.9K	﹤0.01%	1195
2023 Q3	–	Sell	-208	Closed	-$18K	–	1802
2023 Q2	$18K	Sell	208 -2	-1%	-$168	﹤0.01%	1047
2023 Q1	$17.5K	Buy	+210	New	+$18.4K	﹤0.01%	994
2015 Q3	–	Sell	-3,257	Closed	-$232K	–	123
2015 Q2	$232K	Sell	3,257 -209	-6%	-$15.8K	0.32%	80
2015 Q1	$265K	Sell	3,466 -143	-4%	-$11.4K	0.39%	58
2014 Q4	$268K	Buy	+3,609	New	+$270K	0.35%	63