Valeo Financial Advisors’s iShares US Real Estate ETF IYR Stock Holding History

Valeo Financial Advisors’s Portfolio IYR Stock Details IYR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$442K	Sell	4,325 -243	-5%	-$24.7K	0.01%	484
2026 Q1	$432K	Sell	4,568 -718	-14%	-$69.7K	0.01%	448
2025 Q4	$496K	Sell	5,286 -27	-0.5%	-$2.57K	0.01%	466
2025 Q3	$516K	Sell	5,313 -544	-9%	-$52.3K	0.01%	454
2025 Q2	$555K	Buy	5,857 +2	+0%	+$187	0.01%	425
2025 Q1	$561K	Sell	5,855 -291	-5%	-$27.7K	0.02%	391
2024 Q4	$572K	Sell	6,146 -67	-1%	-$6.6K	0.02%	383
2024 Q3	$633K	Sell	6,213 -350	-5%	-$33.7K	0.02%	357
2024 Q2	$576K	Buy	6,563 +4	+0.1%	+$343	0.02%	352
2024 Q1	$548K	Sell	6,559 -493	-7%	-$43.6K	0.02%	349
2023 Q4	$645K	Sell	7,052 -354	-5%	-$29K	0.03%	291
2023 Q3	$579K	Buy	7,406 +125	+2%	+$10.7K	0.03%	296
2023 Q2	$630K	Buy	7,281 +721	+11%	+$60.6K	0.03%	275
2023 Q1	$557K	Sell	6,560 -180	-3%	-$15.7K	0.03%	312
2022 Q4	$567K	Buy	6,740 +834	+14%	+$70K	0.03%	258
2022 Q3	$481K	Sell	5,906 -444	-7%	-$42K	0.03%	267
2022 Q2	$584K	Buy	6,350 +452	+8%	+$45.1K	0.04%	232
2022 Q1	$638K	Sell	5,898 -5	-0.1%	-$528	0.03%	276
2021 Q4	$686K	Buy	5,903 +23	+0.4%	+$2.52K	0.04%	241
2021 Q3	$602K	Hold	5,880	–	–	0.04%	260
2021 Q2	$599K	Hold	5,880	–	–	0.04%	234
2021 Q1	$541K	Hold	5,880	–	–	0.03%	261
2020 Q4	$504K	Hold	5,880	–	–	0.03%	247
2020 Q3	$469K	Sell	5,880 -197	-3%	-$15.9K	0.04%	197
2020 Q2	$479K	Buy	6,077 +155	+3%	+$11.7K	0.04%	191
2020 Q1	$467K	Buy	5,922 +772	+15%	+$68.3K	0.05%	180
2019 Q4	$479K	Hold	5,150	–	–	0.05%	197
2019 Q3	$482K	Sell	5,150 -133	-3%	-$12.1K	0.05%	173
2019 Q2	$461K	Sell	5,283 -152	-3%	-$13.3K	0.05%	185
2019 Q1	$473K	Buy	5,435 +433	+9%	+$35.8K	0.06%	180
2018 Q4	$375K	Sell	5,002 -35	-0.7%	-$2.75K	0.05%	186
2018 Q3	$393K	Hold	5,037	–	–	0.05%	189
2018 Q2	$407K	Hold	5,037	–	–	0.06%	194
2018 Q1	$380K	Hold	5,037	–	–	0.06%	178
2017 Q4	$408K	Sell	5,037 -895	-15%	-$72.7K	0.07%	170
2017 Q3	$474K	Buy	+5,932	New	+$476K	0.11%	127

Other funds holding IYR

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return

First Financial Corp Terre Haute, Indiana $289M AUM 28.65% 1-Year Est. Return

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return