Wealthcare Advisory Partners’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
2025 Q3	–	Sell	-2,296	Closed	-$218K	–	1041
2025 Q2	$218K	Buy	2,296 +1	+0%	+$93	0.01%	910
2025 Q1	$220K	Buy	2,295 +1	+0%	+$95	0.01%	843
2024 Q4	$213K	Buy	2,294 +3	+0.1%	+$296	0.01%	840
2024 Q3	$233K	Buy	2,291 +2	+0.1%	+$193	0.01%	787
2024 Q2	$201K	Buy	+2,289	New	+$196K	0.01%	790
2023 Q3	–	Sell	-2,393	Closed	-$207K	–	726
2023 Q2	$207K	Buy	+2,393	New	+$201K	0.01%	673
2022 Q3	–	Sell	-2,937	Closed	-$270K	–	616
2022 Q2	$270K	Sell	2,937 -795	-21%	-$79.3K	0.02%	460
2022 Q1	$404K	Sell	3,732 -19	-0.5%	-$2K	0.02%	347
2021 Q4	$436K	Sell	3,751 -150	-4%	-$16.4K	0.03%	341
2021 Q3	$399K	Sell	3,901 -320	-8%	-$34.1K	0.03%	359
2021 Q2	$430K	Buy	4,221 +270	+7%	+$26.8K	0.03%	346
2021 Q1	$363K	Sell	3,951 -789	-17%	-$69.2K	0.03%	348
2020 Q4	$406K	Buy	4,740 +65	+1%	+$5.41K	0.04%	267
2020 Q3	$373K	Hold	4,675	–	–	0.04%	246
2020 Q2	$368K	Buy	4,675 +391	+9%	+$29.6K	0.05%	215
2020 Q1	$298K	Buy	4,284 +2	+0%	+$177	0.04%	218
2019 Q4	$399K	Buy	4,282 +403	+10%	+$37.4K	0.05%	200
2019 Q3	$363K	Buy	3,879 +1	+0%	+$91	0.05%	186
2019 Q2	$339K	Sell	3,878 -628	-14%	-$55K	0.05%	188
2019 Q1	$392K	Buy	4,506 +57	+1%	+$4.71K	0.07%	154
2018 Q4	$333K	Sell	4,449 -391	-8%	-$30.7K	0.06%	152
2018 Q3	$387K	Buy	4,840 +62	+1%	+$5.05K	0.07%	148
2018 Q2	$385K	Sell	4,778 -334	-7%	-$25.7K	0.08%	143
2018 Q1	$386K	Sell	5,112 -1,260	-20%	-$95.6K	0.09%	126
2017 Q4	$516K	Sell	6,372 -375	-6%	-$30.4K	0.13%	90
2017 Q3	$539K	Buy	+6,747	New	+$542K	0.16%	76
2017 Q1	–	Sell	-154	Closed	-$12K	–	125
2016 Q4	$12K	Buy	+154	New	+$11.7K	0.01%	78