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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $232K | Hold |
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|
2025
Q1 | $235K | Hold |
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|
2024
Q4 | $228K | Hold |
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|
2024
Q3 | $250K | Hold |
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|
2024
Q2 | $215K | Hold |
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|
2024
Q1 | $220K | Sell |
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|
2023
Q4 | $242K | Hold |
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|
2023
Q3 | $207K | Hold |
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|
2023
Q2 | $229K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $366K | Hold |
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|
2022
Q3 | $354K | Hold |
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|
2022
Q2 | $400K | Sell |
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|
2022
Q1 | $536K | Sell |
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|
2021
Q4 | $6.96M | Buy |
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|
2021
Q3 | $1.02M | Buy |
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|
2021
Q2 | $510K | Buy |
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|
2016
Q4 | $8K | Hold |
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|
2016
Q3 | $8K | Hold |
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|
2016
Q2 | $8K | Hold |
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|
2016
Q1 | $8K | Hold |
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|
2015
Q4 | $8K | Hold |
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|
2015
Q3 | $7K | Hold |
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|
2015
Q2 | $7K | Hold |
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|
2015
Q1 | $8K | Sell |
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|
2014
Q4 | $15K | Hold |
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|
2014
Q3 | $14K | Hold |
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|
2014
Q2 | $14K | Hold |
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|
2014
Q1 | $14K | Buy |
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|
2013
Q4 | $9K | Hold |
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|
2013
Q3 | $10K | Sell |
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|
2013
Q2 | $13K | Buy |
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