WealthShield 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
2026 Q1	$111K	Hold	1,170	–	–	0.01%	392
2025 Q4	$110K	Buy	1,170 +360	+44%	+$34.3K	0.01%	384
2025 Q3	$78.6K	Buy	810 +20	+3%	+$1.93K	0.01%	409
2025 Q2	$74.9K	Hold	790	–	–	0.01%	402
2025 Q1	$75.6K	Sell	790 -1	-0.1%	-$95	0.01%	393
2024 Q4	$73.6K	Buy	791 +1	+0.1%	+$99	0.01%	364
2024 Q3	$80.5K	Hold	790	–	–	0.01%	364
2024 Q2	$69.3K	Sell	790 -60	-7%	-$5.15K	0.01%	345
2024 Q1	$76.4K	Sell	850 -2,234	-72%	-$198K	0.01%	335
2023 Q4	$282K	Buy	3,084 +975	+46%	+$79.8K	0.05%	246
2023 Q3	$167K	Buy	2,109 +1,259	+148%	+$107K	0.03%	302
2023 Q2	$73.6K	Hold	850	–	–	0.01%	359
2023 Q1	$72.2K	Buy	+850	New	+$74.4K	0.01%	356
2018 Q4	–	Sell	-100	Closed	-$8K	–	267
2018 Q3	$8K	Buy	+100	New	+$8.15K	﹤0.01%	215