Rebalance’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	$4.34M	Buy	45,935 +497	+1%	+$48.3K	0.25%	33
2025 Q4	$4.27M	Sell	45,438 -1,815	-4%	-$173K	0.25%	33
2025 Q3	$4.59M	Buy	47,253 +563	+1%	+$54.2K	0.28%	32
2025 Q2	$4.42M	Sell	46,690 -12,653	-21%	-$1.18M	0.3%	26
2025 Q1	$5.68M	Sell	59,343 -4,310	-7%	-$410K	0.42%	23
2024 Q4	$5.92M	Sell	63,653 -4,736	-7%	-$467K	0.44%	23
2024 Q3	$6.97M	Buy	68,389 +4,934	+8%	+$475K	0.51%	22
2024 Q2	$5.57M	Buy	63,455 +2,241	+4%	+$192K	0.45%	24
2024 Q1	$5.5M	Sell	61,214 -744	-1%	-$65.8K	0.45%	27
2023 Q4	$5.66M	Buy	61,958 +25,213	+69%	+$2.06M	0.49%	21
2023 Q3	$2.87M	Buy	36,745 +1,139	+3%	+$97.1K	0.28%	29
2023 Q2	$3.08M	Buy	35,606 +11,058	+45%	+$929K	0.29%	29
2023 Q1	$2.08M	Sell	24,548 -958	-4%	-$83.8K	0.21%	40
2022 Q4	$2.15M	Buy	+25,506	New	+$2.14M	0.22%	40