TS Financial Group (TSFG)’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	-168	Closed	-$16K	–	852
2025 Q4	$16K	Hold	168	–	–	﹤0.01%	500
2025 Q3	$16K	Hold	168	–	–	﹤0.01%	507
2025 Q2	$16K	Hold	168	–	–	﹤0.01%	492
2025 Q1	$16K	Hold	168	–	–	﹤0.01%	478
2024 Q4	$16K	Hold	168	–	–	﹤0.01%	427
2024 Q3	$17K	Hold	168	–	–	﹤0.01%	422
2024 Q2	$15K	Hold	168	–	–	﹤0.01%	424
2024 Q1	$15K	Hold	168	–	–	﹤0.01%	424
2023 Q4	$15K	Hold	168	–	–	﹤0.01%	449
2023 Q3	$13K	Sell	168 -645	-79%	-$55K	﹤0.01%	486
2023 Q2	$70K	Buy	813 +3	+0.4%	+$252	0.03%	237
2023 Q1	$69K	Buy	810 +3	+0.4%	+$262	0.03%	244
2022 Q4	$68K	Sell	807 -164	-17%	-$13.8K	0.03%	238
2022 Q3	$79K	Sell	971 -93	-9%	-$8.8K	0.04%	198
2022 Q2	$98K	Buy	1,064 +340	+47%	+$33.9K	0.04%	183
2022 Q1	$78K	Buy	724 +3	+0.4%	+$317	0.03%	245
2021 Q4	$84K	Sell	721 -44	-6%	-$4.82K	0.03%	244
2021 Q3	$78K	Buy	765 +52	+7%	+$5.53K	0.03%	258
2021 Q2	$73K	Buy	713 +613	+613%	+$60.9K	0.03%	262
2021 Q1	$9K	Hold	100	–	–	﹤0.01%	512
2020 Q4	$9K	Hold	100	–	–	﹤0.01%	506
2020 Q3	$8K	Hold	100	–	–	﹤0.01%	472
2020 Q2	$8K	Hold	100	–	–	0.01%	466
2020 Q1	$7K	Hold	100	–	–	0.01%	429
2019 Q4	$9K	Hold	100	–	–	0.01%	441
2019 Q3	$9K	Hold	100	–	–	0.01%	429
2019 Q2	$9K	Hold	100	–	–	0.01%	422
2019 Q1	$9K	Buy	+100	New	+$8.27K	0.01%	409