TFO 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	$559K	Buy	5,914 +1	+0%	+$97	0.08%	48
2025 Q4	$555K	Buy	5,913 +1	+0%	+$95	0.08%	40
2025 Q3	$574K	Buy	5,912 +1	+0%	+$96	0.09%	39
2025 Q2	$560K	Hold	5,911	–	–	0.1%	31
2025 Q1	$566K	Buy	+5,911	New	+$562K	0.11%	27
2024 Q2	–	Sell	-123	Closed	-$11.1K	–	408
2024 Q1	$11.1K	Hold	123	–	–	﹤0.01%	87
2023 Q4	$11.2K	Buy	123 +3	+3%	+$246	﹤0.01%	89
2023 Q3	$10.4K	Hold	120	–	–	﹤0.01%	162
2023 Q2	$10.4K	Hold	120	–	–	﹤0.01%	152
2023 Q1	$10.2K	Sell	120 -15,728	-99%	-$1.38M	﹤0.01%	110
2022 Q4	$2.76M	Buy	15,848 +15,731	+13,445%	+$1.32M	0.64%	14
2022 Q3	$10K	Hold	117	–	–	﹤0.01%	89
2022 Q2	$11K	Buy	117 +1	+0.9%	+$100	﹤0.01%	116
2022 Q1	$13K	Buy	116 +1	+0.9%	+$106	﹤0.01%	93
2021 Q4	$13K	Buy	115 +1	+0.9%	+$110	﹤0.01%	86
2021 Q3	$12K	Hold	114	–	–	﹤0.01%	89
2021 Q2	$12K	Buy	114 +1	+0.9%	+$99	﹤0.01%	61
2021 Q1	$10K	Hold	113	–	–	﹤0.01%	131
2020 Q4	$10K	Buy	113 +1	+0.9%	+$83	﹤0.01%	69
2020 Q3	$9K	Hold	112	–	–	﹤0.01%	82
2020 Q2	$9K	Buy	112 +2	+2%	+$152	﹤0.01%	96
2020 Q1	$7K	Hold	110	–	–	﹤0.01%	98
2019 Q4	$10K	Buy	+110	New	+$10.2K	0.01%	125