Rakuten Investment 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	$5.32M	Buy	55,072 +27,536	+100%	+$2.67M	0.01%	249
2025 Q4	$2.66M	Hold	27,536	–	–	0.01%	396
2025 Q3	$2.66M	Buy	+27,536	New	+$2.65M	0.01%	367
2025 Q1	$2.47M	Buy	+26,096	New	+$2.48M	0.01%	330
2024 Q3	$2.45M	Hold	24,176	–	–	0.01%	205
2024 Q2	$2.11M	Hold	24,176	–	–	0.01%	173
2024 Q1	$2.17M	Hold	24,176	–	–	0.02%	115
2023 Q4	$2.24M	Hold	24,176	–	–	0.02%	20
2023 Q3	$1.88M	Hold	24,176	–	–	0.02%	19
2023 Q2	$2.08M	Hold	24,176	–	–	0.02%	17
2023 Q1	$2.01M	Buy	24,176 +1,400	+6%	+$122K	0.02%	17
2022 Q4	$1.93M	Buy	22,776 +500	+2%	+$42K	0.03%	18
2022 Q3	$1.8M	Hold	22,276	–	–	0.03%	18
2022 Q2	$2.05M	Hold	22,276	–	–	0.03%	18
2022 Q1	$2.44M	Hold	22,276	–	–	0.04%	15
2021 Q4	$2.57M	Hold	22,276	–	–	0.04%	15
2021 Q3	$2.32M	Hold	22,276	–	–	0.05%	15
2021 Q2	$2.28M	Hold	22,276	–	–	0.06%	15
2021 Q1	$2.06M	Hold	22,276	–	–	0.07%	13
2020 Q4	$1.88M	Buy	22,276 +600	+3%	+$50K	0.08%	14
2020 Q3	$1.72M	Buy	21,676 +800	+4%	+$64.6K	0.09%	13
2020 Q2	$1.63M	Buy	20,876 +900	+5%	+$68.2K	0.11%	13
2020 Q1	$1.43M	Buy	19,976 +1,000	+5%	+$88.5K	0.13%	10
2019 Q4	$1.75M	Buy	+18,976	New	+$1.76M	0.16%	12