Wealth Dimensions Group’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	$274K	Buy	2,900 +30	+1%	+$2.91K	0.05%	143
2025 Q4	$269K	Sell	2,870 -61	-2%	-$5.81K	0.05%	139
2025 Q3	$285K	Buy	2,931 +1	+0%	+$96	0.06%	140
2025 Q2	$278K	Sell	2,930 -10	-0.3%	-$933	0.06%	137
2025 Q1	$282K	Hold	2,940	–	–	0.07%	130
2024 Q4	$274K	Sell	2,940 -49	-2%	-$4.83K	0.07%	126
2024 Q3	$305K	Hold	2,989	–	–	0.08%	115
2024 Q2	$262K	Sell	2,989 -517	-15%	-$44.4K	0.07%	122
2024 Q1	$315K	Hold	3,506	–	–	0.09%	108
2023 Q4	$320K	Buy	3,506 +27	+0.8%	+$2.21K	0.1%	105
2023 Q3	$272K	Sell	3,479 -134	-4%	-$11.4K	0.1%	107
2023 Q2	$313K	Sell	3,613 -68	-2%	-$5.71K	0.11%	105
2023 Q1	$313K	Sell	3,681 -10	-0.3%	-$875	0.12%	101
2022 Q4	$311K	Buy	3,691 +37	+1%	+$3.11K	0.13%	100
2022 Q3	$298K	Buy	3,654 +2	+0.1%	+$189	0.15%	91
2022 Q2	$336K	Sell	3,652 -793	-18%	-$79.1K	0.16%	91
2022 Q1	$481K	Sell	4,445 -75	-2%	-$7.92K	0.22%	77
2021 Q4	$525K	Sell	4,520 -161	-3%	-$17.6K	0.26%	68
2021 Q3	$479K	Hold	4,681	–	–	0.31%	73
2021 Q2	$477K	Buy	4,681 +1	+0%	+$99	0.32%	66
2021 Q1	$430K	Hold	4,680	–	–	0.33%	70
2020 Q4	$401K	Buy	+4,680	New	+$390K	0.35%	63