Schoolcraft 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	$434K	Hold	4,595	–	–	0.08%	51
2025 Q4	$431K	Sell	4,595 -67	-1%	-$6.39K	0.08%	49
2025 Q3	$453K	Hold	4,662	–	–	0.09%	48
2025 Q2	$442K	Buy	4,662 +278	+6%	+$25.9K	0.09%	51
2025 Q1	$420K	Hold	4,384	–	–	0.08%	55
2024 Q4	$408K	Hold	4,384	–	–	0.09%	54
2024 Q3	$447K	Sell	4,384 -15	-0.3%	-$1.45K	0.09%	52
2024 Q2	$386K	Sell	4,399 -495	-10%	-$42.5K	0.08%	55
2024 Q1	$440K	Hold	4,894	–	–	0.1%	46
2023 Q4	$447K	Sell	4,894 -33	-0.7%	-$2.7K	0.11%	45
2023 Q3	$385K	Sell	4,927 -224	-4%	-$19.1K	0.11%	47
2023 Q2	$446K	Sell	5,151 -400	-7%	-$33.6K	0.12%	42
2023 Q1	$471K	Sell	5,551 -12	-0.2%	-$1.05K	0.14%	42
2022 Q4	$468K	Buy	5,563 +16	+0.3%	+$1.34K	0.14%	38
2022 Q3	$452K	Hold	5,547	–	–	0.15%	39
2022 Q2	$510K	Buy	5,547 +5	+0.1%	+$499	0.16%	37
2022 Q1	$600K	Sell	5,542 -65	-1%	-$6.86K	0.18%	34
2021 Q4	$651K	Buy	5,607 +21	+0.4%	+$2.3K	0.2%	33
2021 Q3	$572K	Sell	5,586 -85	-1%	-$9.04K	0.19%	33
2021 Q2	$578K	Sell	5,671 -409	-7%	-$40.6K	0.21%	33
2021 Q1	$559K	Sell	6,080 -241	-4%	-$21.1K	0.22%	31
2020 Q4	$541K	Buy	6,321 +6	+0.1%	+$500	0.23%	29
2020 Q3	$504K	Buy	6,315 +69	+1%	+$5.57K	0.24%	28
2020 Q2	$492K	Buy	6,246 +5	+0.1%	+$379	0.24%	28
2020 Q1	$434K	Sell	6,241 -225	-3%	-$19.9K	0.26%	32
2019 Q4	$602K	Buy	6,466 +20	+0.3%	+$1.85K	0.31%	34
2019 Q3	$603K	Buy	6,446 +43	+0.7%	+$3.92K	0.35%	32
2019 Q2	$559K	Sell	6,403 -457	-7%	-$40K	0.33%	31
2019 Q1	$597K	Buy	+6,860	New	+$567K	0.38%	30