Patten & Patten’s iShares US Real Estate ETF IYR Stock Holding History

Patten & Patten’s Portfolio IYR Stock Details IYR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$477K	Buy	5,047 +800	+19%	+$77.7K	0.03%	242
2025 Q4	$399K	Sell	4,247 -25	-0.6%	-$2.38K	0.02%	265
2025 Q3	$415K	Buy	4,272 +2,069	+94%	+$199K	0.02%	260
2025 Q2	$209K	Sell	2,203 -2	-0.1%	-$187	0.01%	312
2025 Q1	$211K	Buy	+2,205	New	+$210K	0.01%	306
2024 Q4	–	Sell	-2,040	Closed	-$208K	–	322
2024 Q3	$208K	Buy	+2,040	New	+$196K	0.01%	304
2022 Q3	–	Sell	-2,223	Closed	-$204K	–	270
2022 Q2	$204K	Buy	2,223 +226	+11%	+$22.5K	0.02%	264
2022 Q1	$216K	Hold	1,997	–	–	0.02%	270
2021 Q4	$232K	Hold	1,997	–	–	0.02%	260
2021 Q3	$204K	Sell	1,997 -50	-2%	-$5.32K	0.02%	268
2021 Q2	$209K	Sell	2,047 -475	-19%	-$47.2K	0.02%	267
2021 Q1	$232K	Sell	2,522 -135	-5%	-$11.8K	0.02%	252
2020 Q4	$228K	Hold	2,657	–	–	0.02%	237
2020 Q3	$212K	Hold	2,657	–	–	0.02%	229
2020 Q2	$209K	Buy	+2,657	New	+$201K	0.02%	227
2020 Q1	–	Sell	-3,134	Closed	-$292K	–	235
2019 Q4	$292K	Sell	3,134 -22	-0.7%	-$2.04K	0.03%	216
2019 Q3	$295K	Buy	3,156 +51	+2%	+$4.64K	0.03%	205
2019 Q2	$271K	Buy	3,105 +185	+6%	+$16.2K	0.03%	211
2019 Q1	$254K	Hold	2,920	–	–	0.03%	208
2018 Q4	$219K	Sell	2,920 -140	-5%	-$11K	0.03%	211
2018 Q3	$245K	Sell	3,060 -1,000	-25%	-$81.5K	0.02%	220
2018 Q2	$327K	Hold	4,060	–	–	0.03%	197
2018 Q1	$306K	Sell	4,060 -200	-5%	-$15.2K	0.03%	198
2017 Q4	$345K	Sell	4,260 -350	-8%	-$28.4K	0.03%	198
2017 Q3	$368K	Sell	4,610 -485	-10%	-$39K	0.04%	201
2017 Q2	$406K	Buy	5,095 +10	+0.2%	+$795	0.04%	195
2017 Q1	$399K	Sell	5,085 -200	-4%	-$15.6K	0.05%	189
2016 Q4	$407K	Buy	5,285 +210	+4%	+$16K	0.05%	170
2016 Q3	$409K	Buy	5,075 +1,995	+65%	+$165K	0.05%	164
2016 Q2	$254K	Hold	3,080	–	–	0.04%	191
2016 Q1	$240K	Sell	3,080 -25	-0.8%	-$1.81K	0.03%	196
2015 Q4	$233K	Sell	3,105 -25	-0.8%	-$1.87K	0.03%	207
2015 Q3	$222K	Sell	3,130 -715	-19%	-$52.1K	0.03%	191
2015 Q2	$274K	Sell	3,845 -500	-12%	-$37.9K	0.04%	186
2015 Q1	$345K	Sell	4,345 -300	-6%	-$24K	0.05%	179
2014 Q4	$357K	Sell	4,645 -700	-13%	-$52.3K	0.05%	168
2014 Q3	$370K	Sell	5,345 -1,025	-16%	-$74.3K	0.06%	167
2014 Q2	$457K	Sell	6,370 -1,000	-14%	-$70.4K	0.07%	151
2014 Q1	$499K	Sell	7,370 -625	-8%	-$41.5K	0.07%	184
2013 Q4	$504K	Sell	7,995 -1,000	-11%	-$64.4K	0.07%	180
2013 Q3	$574K	Sell	8,995 -2,925	-25%	-$191K	0.09%	160
2013 Q2	$792K	Buy	+11,920	New	+$842K	0.13%	132