Acropolis Investment Management’s iShares US Real Estate ETF IYR Stock Holding History

Acropolis Investment Management’s Portfolio IYR Stock Details IYR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$123K	Buy	+1,305	New	+$127K	0.01%	350
2025 Q2	–	Sell	-1,400	Closed	-$134K	–	274
2025 Q1	$134K	Hold	1,400	–	–	0.01%	272
2024 Q4	$130K	Hold	1,400	–	–	0.01%	282
2024 Q3	$143K	Hold	1,400	–	–	0.01%	265
2024 Q2	$123K	Sell	1,400 -135	-9%	-$11.6K	0.01%	264
2024 Q1	$138K	Hold	1,535	–	–	0.01%	249
2023 Q4	$140K	Hold	1,535	–	–	0.01%	249
2023 Q3	$120K	Sell	1,535 -135	-8%	-$11.5K	0.01%	256
2023 Q2	$145K	Sell	1,670 -362	-18%	-$30.4K	0.01%	225
2023 Q1	$173K	Hold	2,032	–	–	0.01%	208
2022 Q4	$171K	Sell	2,032 -75	-4%	-$6.3K	0.02%	201
2022 Q3	$172K	Hold	2,107	–	–	0.02%	190
2022 Q2	$194K	Hold	2,107	–	–	0.02%	180
2022 Q1	$228K	Sell	2,107 -550	-21%	-$58K	0.02%	174
2021 Q4	$309K	Hold	2,657	–	–	0.03%	155
2021 Q3	$263K	Sell	2,657 -90	-3%	-$9.58K	0.03%	156
2021 Q2	$280K	Sell	2,747 -808	-23%	-$80.2K	0.03%	154
2021 Q1	$327K	Sell	3,555 -490	-12%	-$43K	0.03%	145
2020 Q4	$346K	Sell	4,045 -1,276	-24%	-$106K	0.04%	133
2020 Q3	$425K	Sell	5,321 -5,793	-52%	-$468K	0.05%	114
2020 Q2	$876K	Sell	11,114 -7,524	-40%	-$570K	0.12%	68
2020 Q1	$1.3M	Sell	18,638 -370	-2%	-$32.7K	0.2%	45
2019 Q4	$1.77M	Sell	19,008 -518	-3%	-$48K	0.24%	35
2019 Q3	$1.81M	Sell	19,526 -650	-3%	-$59.2K	0.26%	35
2019 Q2	$1.76M	Sell	20,176 -263	-1%	-$23K	0.27%	34
2019 Q1	$1.78M	Sell	20,439 -147	-0.7%	-$12.2K	0.28%	34
2018 Q4	$1.54M	Sell	20,586 -262	-1%	-$20.6K	0.27%	35
2018 Q3	$1.67M	Sell	20,848 -93	-0.4%	-$7.58K	0.27%	32
2018 Q2	$1.69M	Sell	20,941 -80	-0.4%	-$6.16K	0.28%	30
2018 Q1	$1.59M	Buy	21,021 +2	+0%	+$152	0.26%	42
2017 Q4	$1.7M	Buy	21,019 +303	+1%	+$24.6K	0.26%	36
2017 Q3	$1.66M	Sell	20,716 -399	-2%	-$32K	0.27%	36
2017 Q2	$1.68M	Sell	21,115 -90	-0.4%	-$7.16K	0.29%	41
2017 Q1	$1.66M	Sell	21,205 -595	-3%	-$46.4K	0.29%	41
2016 Q4	$1.68M	Buy	21,800 +491	+2%	+$37.3K	0.31%	41
2016 Q3	$1.72M	Sell	21,309 -7,190	-25%	-$595K	0.32%	40
2016 Q2	$2.35M	Sell	28,499 -104	-0.4%	-$8.15K	0.44%	28
2016 Q1	$2.23M	Sell	28,603 -246	-0.9%	-$17.9K	0.43%	28
2015 Q4	$2.17M	Sell	28,849 -743	-3%	-$55.5K	0.43%	28
2015 Q3	$2.1M	Buy	29,592 +646	+2%	+$47.1K	0.43%	27
2015 Q2	$2.06M	Sell	28,946 -774	-3%	-$58.7K	0.4%	29
2015 Q1	$2.36M	Sell	29,720 -937	-3%	-$75K	0.44%	32
2014 Q4	$2.36M	Sell	30,657 -972	-3%	-$72.7K	0.46%	31
2014 Q3	$2.19M	Buy	31,629 +6,217	+24%	+$450K	0.44%	35
2014 Q2	$1.82M	Sell	25,412 -1,014	-4%	-$71.4K	0.37%	40
2014 Q1	$1.79M	Sell	26,426 -340	-1%	-$22.6K	0.37%	42
2013 Q4	$1.69M	Sell	26,766 -1,777	-6%	-$114K	0.37%	42
2013 Q3	$1.82M	Sell	28,543 -1,388	-5%	-$90.7K	0.38%	42
2013 Q2	$1.99M	Buy	+29,931	New	+$2.12M	0.43%	40