AP
IYR icon

Advisors Preferred’s iShares US Real Estate ETF IYR Stock Holding History

Advisors Preferred’s Portfolio IYR Stock Details IYR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-50
Closed -$4.79K – 250
2025
Q1 		$4.79K Hold
50
– – ﹤0.01% 238
2024
Q4 		$4.62K Sell
50
-50
-50% -$4.93K ﹤0.01% 194
2024
Q3 		$10.1K Buy
+100
New +$9.63K ﹤0.01% 184
2022
Q2 		– Sell
-100
Closed -$11K – 165
2022
Q1 		$11K Sell
100
-1,161
-92% -$123K ﹤0.01% 146
2021
Q4 		$145K Sell
1,261
-248
-16% -$27.2K 0.01% 142
2021
Q3 		$157K Sell
1,509
-763,176
-100% -$81.2M 0.02% 143
2021
Q2 		$78.3M Buy
764,685
+764,435
+305,774% +$75.9M 7.74% 3
2021
Q1 		$23K Buy
+250
New +$21.9K ﹤0.01% 158
2019
Q4 		– Sell
-328,149
Closed -$30.7M – 280
2019
Q3 		$30.7M Sell
328,149
-5,806
-2% -$529K 7.67% 4
2019
Q2 		$29.3M Buy
333,955
+20,185
+6% +$1.77M 9.95% 4
2019
Q1 		$27.3M Buy
+313,770
New +$25.9M 8.64% 3
2018
Q4 		– Sell
-311,349
Closed -$24.9M – 170
2018
Q3 		$24.9M Buy
+311,349
New +$25.4M 11.15% 3
2017
Q3 		– Sell
-83,268
Closed -$6.64M – 251
2017
Q2 		$6.64M Buy
+83,268
New +$6.62M 3.65% 7
2016
Q3 		– Sell
-183,822
Closed -$15.1M – 226
2016
Q2 		$15.1M Sell
183,822
-25,246
-12% -$1.98M 8.78% 1
2016
Q1 		$16.3M Buy
209,068
+171,479
+456% +$12.4M 8.08% 2
2015
Q4 		$2.82M Buy
+37,589
New +$2.81M 1.54% 12
2014
Q4 		– Sell
-80,221
Closed -$5.55M – 313
2014
Q3 		$5.55M Buy
80,221
+79,851
+21,581% +$5.78M 3.58% 6
2014
Q2 		$26.6K Buy
+370
New +$26.1K 0.01% 210

Other funds holding IYR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Advisors Preferred's IYR Position: Q2 2025 in Review

Advisors Preferred sold out of iShares US Real Estate ETF (IYR) in Q2 2025, closing a stake of 50 shares — an estimated $4.79K sold.

Advisors Preferred first reported a position in IYR in Q2 2014 and held it in 18 quarters. The position peaked at $78.3M in Q2 2021. 476 funds tracked by Wall St. Rank hold IYR as of Q2 2025.

  • Advisors Preferred reported no remaining iShares US Real Estate ETF position as of Q2 2025 after selling out during the quarter.
  • Advisors Preferred sold 50 iShares US Real Estate ETF shares in Q2 2025, an estimated $4.79K.
  • Advisors Preferred first reported a position in iShares US Real Estate ETF in Q2 2014 and held it in 18 quarters.
  • Advisors Preferred's iShares US Real Estate ETF position peaked at $78.3M in Q2 2021.
  • 476 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2025.

Based on Advisors Preferred's 13F filing for Q2 2025, filed 5 Aug 2025.