Bensler’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 Q4	–	Sell	-2,314	Closed	-$225K	–	198
2025 Q3	$225K	Buy	2,314 +6	+0.3%	+$577	0.02%	161
2025 Q2	$219K	Buy	2,308 +5	+0.2%	+$467	0.02%	164
2025 Q1	$220K	Sell	2,303 -52	-2%	-$4.95K	0.03%	149
2024 Q4	$219K	Buy	2,355 +8	+0.3%	+$788	0.03%	155
2024 Q3	$239K	Buy	2,347 +7	+0.3%	+$674	0.03%	149
2024 Q2	$205K	Buy	2,340 +6	+0.3%	+$515	0.03%	157
2024 Q1	$210K	Buy	2,334 +4	+0.2%	+$354	0.03%	147
2023 Q4	$213K	Buy	+2,330	New	+$191K	0.04%	147
2023 Q3	–	Sell	-2,321	Closed	-$201K	–	155
2023 Q2	$201K	Buy	+2,321	New	+$195K	0.04%	151
2022 Q3	–	Sell	-2,288	Closed	-$210K	–	155
2022 Q2	$210K	Buy	2,288 +9	+0.4%	+$897	0.05%	146
2022 Q1	$247K	Buy	+2,279	New	+$241K	0.05%	142