Allie Family Office’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	$4.72M	Sell	49,873 -626	-1%	-$60.8K	2.07%	12
2025 Q4	$4.74M	Buy	50,499 +131	+0.3%	+$12.5K	2.21%	11
2025 Q3	$4.88M	Buy	50,368 +12,513	+33%	+$1.2M	2.32%	10
2025 Q2	$3.58M	Buy	37,855 +1,866	+5%	+$174K	1.78%	12
2025 Q1	$3.45M	Buy	35,989 +4,133	+13%	+$393K	1.89%	12
2024 Q4	$2.96M	Buy	31,856 +1,984	+7%	+$196K	1.65%	14
2024 Q3	$3.04M	Sell	29,872 -915	-3%	-$88.1K	1.64%	15
2024 Q2	$2.68M	Buy	30,787 +5,758	+23%	+$494K	1.61%	14
2024 Q1	$2.25M	Sell	25,029 -624	-2%	-$55.2K	1.32%	15
2023 Q4	$2.35M	Sell	25,653 -500	-2%	-$40.9K	1.62%	16
2023 Q3	$2.05M	Buy	26,153 +449	+2%	+$38.3K	1.66%	14
2023 Q2	$2.2M	Buy	25,704 +320	+1%	+$26.9K	1.58%	13
2023 Q1	$2.17M	Sell	25,384 -3,099	-11%	-$271K	1.62%	12
2022 Q4	$2.4M	Buy	28,483 +2,600	+10%	+$218K	1.97%	11
2022 Q3	$2.14M	Buy	25,883 +5,030	+24%	+$476K	1.84%	12
2022 Q2	$1.92M	Sell	20,853 -16,345	-44%	-$1.63M	1.55%	11
2022 Q1	$4.03M	Buy	37,198 +17,408	+88%	+$1.84M	3.09%	6
2021 Q4	$2.3M	Buy	+19,790	New	+$2.17M	1.82%	11