Whitegate Investment Counselors’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	$3.3M	Sell	34,940 -96	-0.3%	-$9.33K	1.05%	24
2025 Q4	$3.29M	Sell	35,036 -187	-0.5%	-$17.8K	1.03%	24
2025 Q3	$3.42M	Sell	35,223 -165	-0.5%	-$15.9K	1.13%	23
2025 Q2	$3.35M	Sell	35,388 -443	-1%	-$41.3K	1.14%	23
2025 Q1	$3.43M	Buy	35,831 +6	+0%	+$571	1.22%	24
2024 Q4	$3.33M	Sell	35,825 -13,521	-27%	-$1.33M	1.14%	24
2024 Q3	$5.03M	Sell	49,346 -55	-0.1%	-$5.3K	1.33%	21
2024 Q2	$4.33M	Sell	49,401 -156	-0.3%	-$13.4K	1.23%	21
2024 Q1	$4.46M	Sell	49,557 -120	-0.2%	-$10.6K	1.25%	21
2023 Q4	$4.54M	Sell	49,677 -2,884	-5%	-$236K	1.38%	21
2023 Q3	$4.11M	Buy	52,561 +335	+0.6%	+$28.6K	1.38%	21
2023 Q2	$4.52M	Buy	52,226 +821	+2%	+$69K	1.48%	20
2023 Q1	$4.36M	Buy	51,405 +3,893	+8%	+$341K	1.41%	23
2022 Q4	$4M	Sell	47,512 -3,637	-7%	-$305K	1.37%	23
2022 Q3	$4.17M	Buy	51,149 +6,015	+13%	+$569K	1.58%	21
2022 Q2	$4.15M	Sell	45,134 -1,457	-3%	-$145K	1.52%	21
2022 Q1	$5.04M	Sell	46,591 -1,174	-2%	-$124K	1.56%	22
2021 Q4	$5.55M	Sell	47,765 -2,159	-4%	-$237K	1.63%	21
2021 Q3	$5.11M	Sell	49,924 -750	-1%	-$79.8K	0.73%	43
2021 Q2	$5.17M	Buy	50,674 +81	+0.2%	+$8.04K	0.73%	41
2021 Q1	$4.65M	Buy	50,593 +1,654	+3%	+$145K	0.71%	41
2020 Q4	$4.19M	Buy	48,939 +2,251	+5%	+$187K	0.68%	42
2020 Q3	$3.73M	Buy	46,688 +2,528	+6%	+$204K	0.68%	43
2020 Q2	$3.48M	Buy	+44,160	New	+$3.35M	0.7%	42