AE Wealth Management’s iShares US Real Estate ETF IYR Stock Holding History

AE Wealth Management’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
2026 Q1	$740K	Buy	7,821 +2,745	+54%	+$267K	﹤0.01%	937
2025 Q4	$477K	Buy	5,076 +2,413	+91%	+$230K	﹤0.01%	1071
2025 Q3	$259K	Sell	2,663 -32,107	-92%	-$3.09M	﹤0.01%	1254
2025 Q2	$3.3M	Buy	34,770 +33,560	+2,774%	+$3.13M	0.02%	431
2025 Q1	$116K	Sell	1,210 -71,772	-98%	-$6.83M	﹤0.01%	1407
2024 Q4	$6.79M	Buy	+72,982	New	+$7.19M	0.06%	286
2024 Q1	–	Sell	-25,061	Closed	-$2.2M	–	1586
2023 Q4	$2.2M	Sell	25,061 -28,491	-53%	-$2.33M	0.01%	871
2023 Q3	$4.18M	Sell	53,552 -7,593	-12%	-$647K	0.03%	597
2023 Q2	$5.29M	Buy	61,145 +47,724	+356%	+$4.01M	0.03%	520
2023 Q1	$1.14M	Buy	+13,421	New	+$1.17M	0.01%	998
2022 Q4	–	Sell	-3,056	Closed	-$249K	–	1864
2022 Q3	$249K	Sell	3,056 -5,101	-63%	-$483K	﹤0.01%	1542
2022 Q2	$750K	Sell	8,157 -2,795	-26%	-$279K	0.01%	994
2022 Q1	$1.19M	Sell	10,952 -102,605	-90%	-$10.8M	0.01%	866
2021 Q4	$13.2M	Buy	113,557 +50,395	+80%	+$5.52M	0.09%	215
2021 Q3	$6.47M	Buy	63,162 +49,595	+366%	+$5.28M	0.05%	320
2021 Q2	$1.38M	Buy	13,567 +1,838	+16%	+$182K	0.01%	732
2021 Q1	$1.08M	Sell	11,729 -6,287	-35%	-$552K	0.01%	745
2020 Q4	$1.54M	Buy	18,016 +14,942	+486%	+$1.24M	0.02%	577
2020 Q3	$245K	Sell	3,074 -6,297	-67%	-$509K	﹤0.01%	1107
2020 Q2	$739K	Buy	9,371 +5,237	+127%	+$397K	0.01%	722
2020 Q1	$288K	Sell	4,134 -5,456	-57%	-$483K	0.01%	892
2019 Q4	$893K	Buy	9,590 +2,275	+31%	+$211K	0.02%	553
2019 Q3	$684K	Buy	7,315 +566	+8%	+$51.5K	0.02%	538
2019 Q2	$589K	Buy	6,749 +3,451	+105%	+$302K	0.02%	543
2019 Q1	$287K	Buy	+3,298	New	+$273K	0.02%	479
2018 Q4	–	Sell	-7,533	Closed	-$603K	–	546
2018 Q3	$603K	Buy	7,533 +131	+2%	+$10.7K	0.03%	288
2018 Q2	$596K	Sell	7,402 -767	-9%	-$59.1K	0.04%	239
2018 Q1	$617K	Sell	8,169 -527	-6%	-$40K	0.05%	230
2017 Q4	$704K	Buy	+8,696	New	+$706K	0.06%	203