Passaic 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
2026 Q1	$17.3M	Buy	+183,304	New	+$17.8M	2.1%	10
2025 Q4	–	Sell	-189,294	Closed	-$18.4M	–	16
2025 Q3	$18.4M	Sell	189,294 -27,840	-13%	-$2.68M	2.21%	7
2025 Q2	$20.6M	Buy	217,134 +63,687	+42%	+$5.94M	2.49%	7
2025 Q1	$14.7M	Sell	153,447 -25,304	-14%	-$2.41M	2.23%	9
2024 Q4	$16.6M	Sell	178,751 -42,682	-19%	-$4.21M	2.42%	9
2024 Q3	$22.6M	Buy	221,433 +67,553	+44%	+$6.51M	3.38%	5
2024 Q2	$13.5M	Buy	153,880 +6,034	+4%	+$518K	1.99%	8
2024 Q1	$13.3M	Sell	147,846 -51,276	-26%	-$4.53M	1.92%	8
2023 Q4	$18.2M	Sell	199,122 -97,851	-33%	-$8.01M	3.08%	5
2023 Q3	$23.2M	Sell	296,973 -35	-0%	-$2.98K	4.22%	6
2023 Q2	$25.7M	Buy	297,008 +154,268	+108%	+$13M	4.39%	6
2023 Q1	$12.1M	Buy	142,740 +1,720	+1%	+$150K	2.45%	6
2022 Q4	$11.9M	Buy	+141,020	New	+$11.8M	2.48%	7
2022 Q3	–	Sell	-143,174	Closed	-$13.2M	–	10
2022 Q2	$13.2M	Buy	143,174 +10,524	+8%	+$1.05M	2.3%	5
2022 Q1	$14.4M	Sell	132,650 -4,002	-3%	-$422K	2.22%	6
2021 Q4	$15.9M	Buy	+136,652	New	+$15M	1.13%	5