J. Safra Sarasin Holding’s iShares US Real Estate ETF IYR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-9,607	Closed	-$920K	–	519
2025 Q1	$920K	Sell	9,607 -7,000	-42%	-$670K	0.02%	350
2024 Q4	$1.55M	Buy	16,607 +6,207	+60%	+$578K	0.03%	259
2024 Q3	$1.06M	Hold	10,400	–	–	0.02%	325
2024 Q2	$912K	Buy	+10,400	New	+$912K	0.02%	355