Aft Forsyth & Sober’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	$232K	Hold	2,450	–	–	0.07%	62
2025 Q4	$230K	Hold	2,450	–	–	0.07%	58
2025 Q3	$238K	Hold	2,450	–	–	0.07%	56
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%	-$17.7K	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	+$223K	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%	-$59.8K	0.19%	82
2022 Q1	$536K	Sell	4,950 -55,000	-92%	-$5.8M	0.21%	83
2021 Q4	$6.96M	Buy	59,950 +49,950	+500%	+$5.47M	2.44%	11
2021 Q3	$1.02M	Buy	10,000 +5,000	+100%	+$532K	0.38%	78
2021 Q2	$510K	Buy	+5,000	New	+$496K	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%	+$3.32K	0.01%	34
2013 Q4	$9K	Hold	150	–	–	﹤0.01%	42
2013 Q3	$10K	Sell	150 -50	-25%	-$3.27K	﹤0.01%	41
2013 Q2	$13K	Buy	+200	New	+$14.1K	﹤0.01%	42