Sage Rhino Capital’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	$3M	Buy	31,706 +6,171	+24%	+$599K	0.56%	40
2025 Q4	$2.4M	Buy	25,535 +671	+3%	+$64K	0.45%	47
2025 Q3	$2.41M	Buy	24,864 +471	+2%	+$45.3K	0.47%	46
2025 Q2	$2.31M	Buy	24,393 +432	+2%	+$40.3K	0.49%	45
2025 Q1	$2.29M	Buy	23,961 +336	+1%	+$32K	0.53%	45
2024 Q4	$2.2M	Buy	23,625 +4,207	+22%	+$415K	0.48%	47
2024 Q3	$1.98M	Sell	19,418 -1,319	-6%	-$127K	0.44%	51
2024 Q2	$1.82M	Buy	20,737 +742	+4%	+$63.7K	0.43%	53
2024 Q1	$1.8M	Buy	19,995 +841	+4%	+$74.4K	0.42%	53
2023 Q4	$1.75M	Sell	19,154 -367	-2%	-$30K	0.45%	51
2023 Q3	$1.53M	Buy	19,521 +449	+2%	+$38.3K	0.43%	51
2023 Q2	$1.65M	Buy	19,072 +688	+4%	+$57.8K	0.46%	49
2023 Q1	$1.56M	Buy	18,384 +578	+3%	+$50.6K	0.46%	51
2022 Q4	$1.5M	Buy	17,806 +1,456	+9%	+$122K	0.48%	47
2022 Q3	$1.33M	Buy	16,350 +14	+0.1%	+$1.32K	0.53%	37
2022 Q2	$1.5M	Buy	16,336 +315	+2%	+$31.4K	0.57%	33
2022 Q1	$1.73M	Buy	16,021 +441	+3%	+$46.5K	0.53%	36
2021 Q4	$1.81M	Sell	15,580 -557	-3%	-$61K	0.51%	37
2021 Q3	$1.65M	Sell	16,137 -438	-3%	-$46.6K	0.5%	38
2021 Q2	$1.69M	Buy	16,575 +124	+0.8%	+$12.3K	0.5%	36
2021 Q1	$1.51M	Buy	16,451 +1,804	+12%	+$158K	0.5%	36
2020 Q4	$1.25M	Buy	14,647 +196	+1%	+$16.3K	0.5%	38
2020 Q3	$1.15M	Buy	14,451 +705	+5%	+$56.9K	0.56%	33
2020 Q2	$1.08M	Buy	13,746 +252	+2%	+$19.1K	0.57%	36
2020 Q1	$939K	Sell	13,494 -2,665	-16%	-$236K	0.67%	32
2019 Q4	$1.5M	Sell	16,159 -60	-0.4%	-$5.56K	0.86%	25
2019 Q3	$1.52M	Sell	16,219 -230	-1%	-$20.9K	0.95%	22
2019 Q2	$1.44M	Sell	16,449 -490	-3%	-$42.9K	0.92%	26
2019 Q1	$1.47M	Buy	+16,939	New	+$1.4M	0.97%	23