Whittier Trust’s iShares US Real Estate ETF IYR Stock Holding History

Whittier Trust’s Portfolio IYR Stock Details IYR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-20	Closed	-$1.83K	–	1534
2023 Q4	$1.83K	Hold	20	–	–	﹤0.01%	1403
2023 Q3	$1.56K	Sell	20 -30	-60%	-$2.34K	﹤0.01%	1490
2023 Q2	$4.33K	Hold	50	–	–	﹤0.01%	1382
2023 Q1	$4.25K	Hold	50	–	–	﹤0.01%	1413
2022 Q4	$4.21K	Hold	50	–	–	﹤0.01%	1406
2022 Q3	$4K	Hold	50	–	–	﹤0.01%	1483
2022 Q2	$5K	Buy	+50	New	+$5K	﹤0.01%	1441
2021 Q4	–	Sell	-45	Closed	-$5K	–	1589
2021 Q3	$5K	Hold	45	–	–	﹤0.01%	1332
2021 Q2	$5K	Sell	45 -1,331	-97%	-$148K	﹤0.01%	1355
2021 Q1	$127K	Buy	1,376 +1,331	+2,958%	+$123K	﹤0.01%	726
2020 Q4	$4K	Hold	45	–	–	﹤0.01%	1265
2020 Q3	$4K	Sell	45 -45	-50%	-$4K	﹤0.01%	1257
2020 Q2	$7K	Hold	90	–	–	﹤0.01%	1115
2020 Q1	$6K	Hold	90	–	–	﹤0.01%	1190
2019 Q4	$8K	Sell	90 -95	-51%	-$8.44K	﹤0.01%	1167
2019 Q3	$17K	Hold	185	–	–	﹤0.01%	1050
2019 Q2	$16K	Hold	185	–	–	﹤0.01%	993
2019 Q1	$16K	Hold	185	–	–	﹤0.01%	988
2018 Q4	$14K	Hold	185	–	–	﹤0.01%	1029
2018 Q3	$15K	Hold	185	–	–	﹤0.01%	995
2018 Q2	$15K	Hold	185	–	–	﹤0.01%	974
2018 Q1	$14K	Hold	185	–	–	﹤0.01%	994
2017 Q4	$15K	Hold	185	–	–	﹤0.01%	975
2017 Q3	$15K	Hold	185	–	–	﹤0.01%	956
2017 Q2	$15K	Sell	185 -300	-62%	-$24.3K	﹤0.01%	931
2017 Q1	$38K	Buy	485 +134	+38%	+$10.5K	﹤0.01%	769
2016 Q4	$27K	Buy	351 +51	+17%	+$3.92K	﹤0.01%	829
2016 Q3	$24K	Hold	300	–	–	﹤0.01%	849
2016 Q2	$25K	Hold	300	–	–	﹤0.01%	854
2016 Q1	$23K	Hold	300	–	–	﹤0.01%	855
2015 Q4	$23K	Sell	300 -116	-28%	-$8.89K	﹤0.01%	846
2015 Q3	$30K	Hold	416	–	–	﹤0.01%	797
2015 Q2	$30K	Hold	416	–	–	﹤0.01%	836
2015 Q1	$33K	Hold	416	–	–	﹤0.01%	791
2014 Q4	$32K	Hold	416	–	–	﹤0.01%	721
2014 Q3	$29K	Hold	416	–	–	﹤0.01%	722
2014 Q2	$30K	Hold	416	–	–	﹤0.01%	724
2014 Q1	$28K	Hold	416	–	–	﹤0.01%	751
2013 Q4	$26K	Hold	416	–	–	﹤0.01%	769
2013 Q3	$27K	Hold	416	–	–	﹤0.01%	754
2013 Q2	$28K	Buy	+416	New	+$28K	﹤0.01%	743