StoneX 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	$1.37M	Sell	14,479 -9,951	-41%	-$967K	0.07%	209
2025 Q4	$2.29M	Buy	24,430 +14,447	+145%	+$1.38M	0.1%	162
2025 Q3	$969K	Sell	9,983 -775	-7%	-$74.6K	0.04%	371
2025 Q2	$1.02M	Buy	+10,758	New	+$1M	0.05%	324
2025 Q1	–	Sell	-15,272	Closed	-$1.42M	–	921
2024 Q4	$1.42M	Buy	+15,272	New	+$1.51M	0.08%	214
2023 Q3	–	Sell	-2,456	Closed	-$213K	–	431
2023 Q2	$213K	Buy	2,456 +81	+3%	+$6.8K	0.12%	280
2023 Q1	$202K	Sell	2,375 -1,047	-31%	-$91.6K	0.12%	294
2022 Q4	$288K	Buy	3,422 +11	+0.3%	+$924	0.04%	306
2022 Q3	$278K	Sell	3,411 -1,874	-35%	-$177K	0.05%	224
2022 Q2	$486K	Sell	5,285 -16,246	-75%	-$1.62M	0.08%	175
2022 Q1	$2.33M	Buy	21,531 +1,905	+10%	+$201K	0.22%	93
2021 Q4	$2.28M	Buy	19,626 +14,611	+291%	+$1.6M	0.26%	81
2021 Q3	$513K	Buy	5,015 +3	+0.1%	+$319	0.07%	254
2021 Q2	$511K	Buy	5,012 +365	+8%	+$36.2K	0.08%	250
2021 Q1	$427K	Buy	4,647 +250	+6%	+$21.9K	0.08%	243
2020 Q4	$377K	Sell	4,397 -763	-15%	-$63.5K	0.08%	232
2020 Q3	$412K	Sell	5,160 -1,330	-20%	-$107K	0.13%	186
2020 Q2	$511K	Sell	6,490 -141	-2%	-$10.7K	0.19%	140
2020 Q1	$461K	Sell	6,631 -735	-10%	-$65.1K	0.24%	113
2019 Q4	$686K	Buy	7,366 +538	+8%	+$49.9K	0.28%	106
2019 Q3	$639K	Buy	6,828 +2,392	+54%	+$218K	0.4%	80
2019 Q2	$387K	Buy	4,436 +305	+7%	+$26.7K	0.25%	127
2019 Q1	$360K	Buy	+4,131	New	+$342K	0.27%	126