Wealth Architects’s iShares US Real Estate ETF IYR Stock Holding History

Wealth Architects’s Portfolio IYR Stock Details IYR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$310K	Hold	3,275	–	–	0.03%	171
2025 Q1	$314K	Hold	3,275	–	–	0.03%	179
2024 Q4	$305K	Hold	3,275	–	–	0.03%	166
2024 Q3	$334K	Hold	3,275	–	–	0.04%	158
2024 Q2	$287K	Hold	3,275	–	–	0.04%	168
2024 Q1	$294K	Hold	3,275	–	–	0.04%	160
2023 Q4	$299K	Hold	3,275	–	–	0.04%	155
2023 Q3	$256K	Hold	3,275	–	–	0.04%	157
2023 Q2	$283K	Hold	3,275	–	–	0.05%	149
2023 Q1	$278K	Hold	3,275	–	–	0.05%	146
2022 Q4	$276K	Hold	3,275	–	–	0.05%	144
2022 Q3	$267K	Hold	3,275	–	–	0.06%	136
2022 Q2	$301K	Hold	3,275	–	–	0.06%	136
2022 Q1	$354K	Buy	3,275 +525	+19%	+$56.7K	0.06%	142
2021 Q4	$319K	Hold	2,750	–	–	0.06%	148
2021 Q3	$282K	Sell	2,750 -400	-13%	-$41K	0.05%	141
2021 Q2	$321K	Hold	3,150	–	–	0.06%	127
2021 Q1	$290K	Hold	3,150	–	–	0.06%	120
2020 Q4	$270K	Hold	3,150	–	–	0.06%	122
2020 Q3	$251K	Hold	3,150	–	–	0.07%	123
2020 Q2	$248K	Hold	3,150	–	–	0.07%	119
2020 Q1	$219K	Sell	3,150 -45	-1%	-$3.13K	0.08%	115
2019 Q4	$297K	Buy	3,195 +45	+1%	+$4.18K	0.08%	97
2019 Q3	$295K	Hold	3,150	–	–	0.09%	96
2019 Q2	$275K	Hold	3,150	–	–	0.08%	104
2019 Q1	$274K	Hold	3,150	–	–	0.09%	101
2018 Q4	$236K	Hold	3,150	–	–	0.08%	104
2018 Q3	$252K	Hold	3,150	–	–	0.08%	115
2018 Q2	$254K	Hold	3,150	–	–	0.08%	104
2018 Q1	$238K	Hold	3,150	–	–	0.08%	108
2017 Q4	$255K	Hold	3,150	–	–	0.08%	107
2017 Q3	$252K	Sell	3,150 -145	-4%	-$11.6K	0.09%	107
2017 Q2	$262K	Hold	3,295	–	–	0.1%	98
2017 Q1	$259K	Hold	3,295	–	–	0.1%	95
2016 Q4	$254K	Hold	3,295	–	–	0.11%	97
2016 Q3	$265K	Hold	3,295	–	–	0.12%	90
2016 Q2	$271K	Hold	3,295	–	–	0.13%	89
2016 Q1	$257K	Hold	3,295	–	–	0.13%	93
2015 Q4	$247K	Hold	3,295	–	–	0.12%	100
2015 Q3	$234K	Buy	3,295 +6	+0.2%	+$426	0.13%	97
2015 Q2	$235K	Sell	3,289 -305	-8%	-$21.8K	0.13%	105
2015 Q1	$285K	Sell	3,594 -25	-0.7%	-$1.98K	0.16%	78
2014 Q4	$278K	Buy	+3,619	New	+$278K	0.16%	76