Upper Left Wealth Management’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	$1.33M	Sell	14,080 -174	-1%	-$16.9K	0.79%	30
2025 Q4	$1.34M	Sell	14,254 -40	-0.3%	-$3.81K	0.82%	31
2025 Q3	$1.39M	Sell	14,294 -10	-0.1%	-$962	0.87%	31
2025 Q2	$1.36M	Buy	14,304 +2,725	+24%	+$254K	0.9%	31
2025 Q1	$1.11M	Sell	11,579 -187	-2%	-$17.8K	0.8%	32
2024 Q4	$1.09M	Sell	11,766 -327	-3%	-$32.2K	0.94%	33
2024 Q3	$1.2M	Sell	12,093 -364	-3%	-$35.1K	1.05%	31
2024 Q2	$1.09M	Buy	12,457 +757	+6%	+$64.9K	0.99%	29
2024 Q1	$1.05M	Sell	11,700 -1,792	-13%	-$158K	0.98%	32
2023 Q4	$1.23M	Buy	13,492 +1,685	+14%	+$138K	1.21%	27
2023 Q3	$923K	Sell	11,807 -150	-1%	-$12.8K	0.96%	27
2023 Q2	$1.03M	Sell	11,957 -85	-0.7%	-$7.14K	1.15%	28
2023 Q1	$1.02M	Sell	12,042 -827	-6%	-$72.3K	1.16%	27
2022 Q4	$1.08M	Sell	12,869 -158	-1%	-$13.3K	1.28%	26
2022 Q3	$1.08M	Sell	13,027 -2,215	-15%	-$210K	1.41%	23
2022 Q2	$1.32M	Sell	15,242 -395	-3%	-$39.4K	1.53%	23
2022 Q1	$1.62M	Buy	15,637 +791	+5%	+$83.5K	1.68%	22
2021 Q4	$1.72M	Buy	+14,846	New	+$1.63M	1.72%	21