O'Shaughnessy 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	$144K	Buy	1,518 +1,223	+415%	+$119K	﹤0.01%	2062
2025 Q4	$27.7K	Buy	295 +81	+38%	+$7.72K	﹤0.01%	2309
2025 Q3	$20.8K	Buy	214 +74	+53%	+$7.12K	﹤0.01%	2279
2025 Q2	$13.3K	Hold	140	–	–	﹤0.01%	2162
2025 Q1	$13.4K	Buy	140 +47	+51%	+$4.47K	﹤0.01%	2098
2024 Q4	$8.65K	Buy	93 +2	+2%	+$197	﹤0.01%	2071
2024 Q3	$9.08K	Hold	91	–	–	﹤0.01%	2000
2024 Q2	$7.98K	Hold	91	–	–	﹤0.01%	1849
2024 Q1	$8.14K	Buy	91 +1	+1%	+$88	﹤0.01%	1777
2023 Q4	$8.23K	Sell	90 -6	-6%	-$491	﹤0.01%	1656
2023 Q3	$7.5K	Hold	96	–	–	﹤0.01%	1555
2023 Q2	$8.31K	Sell	96 -120	-56%	-$10.1K	﹤0.01%	1442
2023 Q1	$18.3K	Sell	216 -21	-9%	-$1.84K	﹤0.01%	1393
2022 Q4	$20K	Sell	237 -58	-20%	-$4.87K	﹤0.01%	1305
2022 Q3	$24K	Hold	295	–	–	﹤0.01%	1261
2022 Q2	$27K	Buy	295 +105	+55%	+$10.5K	﹤0.01%	1187
2022 Q1	$21K	Sell	190 -84	-31%	-$8.87K	﹤0.01%	1218
2021 Q4	$32K	Buy	274 +84	+44%	+$9.2K	﹤0.01%	1188
2021 Q3	$19K	Sell	190 -12	-6%	-$1.28K	﹤0.01%	1957
2021 Q2	$21K	Buy	+202	New	+$20.1K	﹤0.01%	1827