Interval 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
2025 Q2	–	Sell	-31,926	Closed	-$3.06M	–	448
2025 Q1	$3.06M	Buy	31,926 +17,176	+116%	+$1.63M	0.11%	235
2024 Q4	$1.37M	Buy	+14,750	New	+$1.45M	0.04%	300
2023 Q1	–	Sell	-109,971	Closed	-$9.26M	–	314
2022 Q4	$9.26M	Buy	109,971 +28,721	+35%	+$2.41M	0.74%	56
2022 Q3	$6.62M	Buy	+81,250	New	+$7.69M	0.39%	107
2020 Q2	–	Sell	-20,439	Closed	-$1.42M	–	272
2020 Q1	$1.42M	Buy	+20,439	New	+$1.81M	0.15%	138
2019 Q1	–	Sell	-9,426	Closed	-$706K	–	224
2018 Q4	$706K	Sell	9,426 -30,574	-76%	-$2.4M	0.05%	169
2018 Q3	$3.2M	Buy	+40,000	New	+$3.26M	0.22%	140
2018 Q2	–	Sell	-95,000	Closed	-$7.17M	–	234
2018 Q1	$7.17M	Buy	+95,000	New	+$7.21M	0.41%	88
2015 Q4	–	Hold	0	–	–	–	175
2015 Q3	–	Hold	0	–	–	–	164