Dimension Capital Management’s iShares US Real Estate ETF IYR Stock Holding History

Dimension Capital 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	$587K	Sell	6,206 -123	-2%	-$11.9K	0.08%	75
2025 Q4	$594K	Sell	6,329 -270	-4%	-$25.7K	0.08%	70
2025 Q3	$641K	Hold	6,599	–	–	0.09%	74
2025 Q2	$625K	Hold	6,599	–	–	0.1%	71
2025 Q1	$632K	Sell	6,599 -34	-0.5%	-$3.23K	0.11%	62
2024 Q4	$617K	Hold	6,633	–	–	0.1%	59
2024 Q3	$676K	Hold	6,633	–	–	0.13%	58
2024 Q2	$582K	Hold	6,633	–	–	0.12%	60
2024 Q1	$596K	Hold	6,633	–	–	0.12%	60
2023 Q4	$606K	Hold	6,633	–	–	0.13%	57
2023 Q3	$518K	Sell	6,633 -620	-9%	-$52.8K	0.12%	49
2023 Q2	$628K	Hold	7,253	–	–	0.14%	49
2023 Q1	$616K	Hold	7,253	–	–	0.14%	49
2022 Q4	$611K	Hold	7,253	–	–	0.14%	48
2022 Q3	$590K	Hold	7,253	–	–	0.14%	54
2022 Q2	$669K	Hold	7,253	–	–	0.15%	49
2022 Q1	$784K	Sell	7,253 -94	-1%	-$9.92K	0.15%	56
2021 Q4	$854K	Hold	7,347	–	–	0.16%	55
2021 Q3	$752K	Buy	7,347 +5,250	+250%	+$559K	0.16%	59
2021 Q2	$214K	Buy	+2,097	New	+$208K	0.05%	91
2020 Q4	–	Sell	-7,726	Closed	-$618K	–	88
2020 Q3	$618K	Hold	7,726	–	–	0.19%	54
2020 Q2	$608K	Sell	7,726 -273	-3%	-$20.7K	0.19%	55
2020 Q1	$557K	Buy	7,999 +160	+2%	+$14.2K	0.2%	51
2019 Q4	$730K	Sell	7,839 -1,456	-16%	-$135K	0.21%	52
2019 Q3	$869K	Hold	9,295	–	–	0.3%	42
2019 Q2	$812K	Sell	9,295 -1,709	-16%	-$150K	0.27%	44
2019 Q1	$958K	Sell	11,004 -121	-1%	-$10K	0.41%	39
2018 Q4	$834K	Sell	11,125 -3,135	-22%	-$246K	0.41%	37
2018 Q3	$1.14M	Sell	14,260 -131	-0.9%	-$10.7K	0.55%	29
2018 Q2	$1.16M	Sell	14,391 -385	-3%	-$29.7K	0.64%	27
2018 Q1	$1.11M	Buy	14,776 +11	+0.1%	+$835	0.62%	26
2017 Q4	$1.2M	Buy	14,765 +141	+1%	+$11.4K	0.75%	24
2017 Q3	$1.17M	Buy	14,624 +506	+4%	+$40.6K	0.73%	26
2017 Q2	$1.13M	Buy	14,118 +11	+0.1%	+$875	0.72%	26
2017 Q1	$1.11M	Sell	14,107 -8,103	-36%	-$632K	0.89%	18
2016 Q4	$1.71M	Buy	+22,210	New	+$1.69M	1.62%	15