Wealth Enhancement Advisory Services’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	$1.71M	Sell	17,766 -8,448	-32%	-$821K	﹤0.01%	1487
2025 Q4	$2.48M	Sell	26,214 -1,045	-4%	-$99.6K	﹤0.01%	1396
2025 Q3	$2.61M	Buy	27,259 +817	+3%	+$78.6K	﹤0.01%	1296
2025 Q2	$2.53M	Sell	26,442 -2,216	-8%	-$207K	﹤0.01%	1237
2025 Q1	$2.74M	Sell	28,658 -807	-3%	-$76.8K	0.01%	1090
2024 Q4	$2.74M	Buy	29,465 +2,423	+9%	+$239K	0.01%	1034
2024 Q3	$2.75M	Sell	27,042 -457	-2%	-$44K	0.01%	934
2024 Q2	$2.41M	Sell	27,499 -2,327	-8%	-$200K	0.01%	915
2024 Q1	$2.68M	Sell	29,826 -8,798	-23%	-$778K	0.01%	845
2023 Q4	$3.53M	Buy	38,624 +6,709	+21%	+$549K	0.01%	706
2023 Q3	$2.49M	Buy	+31,915	New	+$2.72M	0.01%	785
2023 Q2	–	Sell	-21,541	Closed	-$1.83M	–	543
2023 Q1	$1.83M	Sell	21,541 -3,883	-15%	-$340K	0.02%	238
2022 Q4	$2.31M	Sell	25,424 -1,556	-6%	-$131K	0.03%	164
2022 Q3	$2.12M	Buy	26,980 +12,867	+91%	+$1.22M	0.03%	166
2022 Q2	$1.31M	Buy	14,113 +8,753	+163%	+$873K	0.02%	233
2022 Q1	$588K	Buy	5,360 +1,702	+47%	+$180K	0.01%	266
2021 Q4	$389K	Buy	3,658 +1,100	+43%	+$121K	0.01%	261
2021 Q3	$283K	Buy	+2,558	New	+$272K	﹤0.01%	270