AFS
Aft Forsyth & Sober’s iShares US Real Estate ETF IYR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $232K | Hold |
2,450
| – | – | 0.08% | 62 |
|
|
2025
Q1 | $235K | Hold |
2,450
| – | – | 0.08% | 70 |
|
|
2024
Q4 | $228K | Hold |
2,450
| – | – | 0.07% | 77 |
|
|
2024
Q3 | $250K | Hold |
2,450
| – | – | 0.08% | 79 |
|
|
2024
Q2 | $215K | Hold |
2,450
| – | – | 0.07% | 79 |
|
|
2024
Q1 | $220K | Sell |
2,450
-200
| -8% | -$18K | 0.08% | 81 |
|
|
2023
Q4 | $242K | Hold |
2,650
| – | – | 0.09% | 81 |
|
|
2023
Q3 | $207K | Hold |
2,650
| – | – | 0.09% | 83 |
|
|
2023
Q2 | $229K | Buy |
+2,650
| New | +$229K | 0.1% | 83 |
|
|
2023
Q1 | – | Sell |
-4,350
| Closed | -$366K | – | 83 |
|
|
2022
Q4 | $366K | Hold |
4,350
| – | – | 0.16% | 81 |
|
|
2022
Q3 | $354K | Hold |
4,350
| – | – | 0.17% | 82 |
|
|
2022
Q2 | $400K | Sell |
4,350
-600
| -12% | -$55.2K | 0.19% | 82 |
|
|
2022
Q1 | $536K | Sell |
4,950
-55,000
| -92% | -$5.96M | 0.21% | 83 |
|
|
2021
Q4 | $6.96M | Buy |
59,950
+49,950
| +500% | +$5.8M | 2.44% | 11 |
|
|
2021
Q3 | $1.02M | Buy |
10,000
+5,000
| +100% | +$512K | 0.38% | 78 |
|
|
2021
Q2 | $510K | Buy |
+5,000
| New | +$510K | 0.19% | 76 |
|
|
2016
Q4 | $8K | Hold |
100
| – | – | 0.01% | 22 |
|
|
2016
Q3 | $8K | Hold |
100
| – | – | 0.01% | 22 |
|
|
2016
Q2 | $8K | Hold |
100
| – | – | 0.06% | 20 |
|
|
2016
Q1 | $8K | Hold |
100
| – | – | 0.06% | 19 |
|
|
2015
Q4 | $8K | Hold |
100
| – | – | ﹤0.01% | 41 |
|
|
2015
Q3 | $7K | Hold |
100
| – | – | ﹤0.01% | 41 |
|
|
2015
Q2 | $7K | Hold |
100
| – | – | ﹤0.01% | 41 |
|
|
2015
Q1 | $8K | Sell |
100
-100
| -50% | -$8K | ﹤0.01% | 39 |
|
|
2014
Q4 | $15K | Hold |
200
| – | – | ﹤0.01% | 38 |
|
|
2014
Q3 | $14K | Hold |
200
| – | – | ﹤0.01% | 37 |
|
|
2014
Q2 | $14K | Hold |
200
| – | – | ﹤0.01% | 36 |
|
|
2014
Q1 | $14K | Buy |
200
+50
| +33% | +$3.5K | 0.01% | 34 |
|
|
2013
Q4 | $9K | Hold |
150
| – | – | ﹤0.01% | 42 |
|
|
2013
Q3 | $10K | Sell |
150
-50
| -25% | -$3.33K | ﹤0.01% | 41 |
|
|
2013
Q2 | $13K | Buy |
+200
| New | +$13K | ﹤0.01% | 42 |
|