Waverly Advisors’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	$2.98M	Buy	31,493 +2,533	+9%	+$246K	0.02%	551
2025 Q4	$2.72M	Sell	28,960 -5,952	-17%	-$567K	0.02%	521
2025 Q3	$3.39M	Buy	34,912 +8,107	+30%	+$780K	0.03%	396
2025 Q2	$2.54M	Buy	26,805 +12,736	+91%	+$1.19M	0.03%	444
2025 Q1	$1.35M	Buy	14,069 +7,170	+104%	+$682K	0.02%	550
2024 Q4	$642K	Buy	+6,899	New	+$680K	0.01%	618
2015 Q4	–	Sell	-568	Closed	-$40K	–	265
2015 Q3	$40K	Hold	568	–	–	0.03%	166
2015 Q2	$40K	Hold	568	–	–	0.02%	163
2015 Q1	$45K	Hold	568	–	–	0.02%	135
2014 Q4	$44K	Buy	568 +318	+127%	+$23.8K	0.02%	132
2014 Q3	$17K	Hold	250	–	–	0.01%	370
2014 Q2	$18K	Hold	250	–	–	0.01%	348
2014 Q1	$17K	Hold	250	–	–	0.01%	344
2013 Q4	$16K	Hold	250	–	–	0.01%	496
2013 Q3	$16K	Buy	+250	New	+$16.3K	0.01%	386