Oppenheimer Asset Management’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
2026 Q1	–	Sell	-30,696	Closed	-$2.88M	–	1141
2025 Q4	$2.88M	Buy	+30,696	New	+$2.93M	0.04%	431
2025 Q1	–	Sell	-39,653	Closed	-$3.69M	–	1166
2024 Q4	$3.69M	Buy	+39,653	New	+$3.91M	0.04%	388
2024 Q1	–	Sell	-17,393	Closed	-$1.59M	–	1139
2023 Q4	$1.59M	Buy	+17,393	New	+$1.42M	0.02%	577
2023 Q1	–	Sell	-23,357	Closed	-$1.97M	–	1161
2022 Q4	$1.97M	Buy	+23,357	New	+$1.96M	0.03%	488
2020 Q1	–	Sell	-419	Closed	-$39K	–	1573
2019 Q4	$39K	Buy	+419	New	+$38.8K	﹤0.01%	1376
2019 Q1	–	Sell	-4,318	Closed	-$324K	–	1625
2018 Q4	$324K	Buy	+4,318	New	+$339K	0.01%	877