Rathbones Group’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	$324K	Hold	3,431	–	–	﹤0.01%	516
2025 Q4	$322K	Sell	3,431 -507	-13%	-$48.3K	﹤0.01%	510
2025 Q3	$382K	Sell	3,938 -600	-13%	-$57.7K	﹤0.01%	479
2025 Q2	$430K	Sell	4,538 -70	-2%	-$6.53K	﹤0.01%	449
2025 Q1	$441K	Sell	4,608 -32	-0.7%	-$3.04K	﹤0.01%	423
2024 Q4	$432K	Sell	4,640 -81	-2%	-$7.98K	﹤0.01%	430
2024 Q3	$481K	Hold	4,721	–	–	﹤0.01%	421
2024 Q2	$414K	Sell	4,721 -710	-13%	-$60.9K	﹤0.01%	446
2024 Q1	$488K	Sell	5,431 -200	-4%	-$17.7K	﹤0.01%	412
2023 Q4	$515K	Hold	5,631	–	–	﹤0.01%	397
2023 Q3	$440K	Buy	+5,631	New	+$480K	﹤0.01%	416