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Agilis Partners’s iShares US Real Estate ETF IYR Stock Holding History

Agilis Partners’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
2024
Q4 		$1.48M Buy
15,878
+1,457
+10% +$144K 0.44% 21
2024
Q3 		$1.47M Sell
14,421
-1,539
-10% -$148K 0.41% 21
2024
Q2 		$1.4M Hold
15,960
– – 0.43% 22
2024
Q1 		$1.43M Hold
15,960
– – 0.37% 22
2023
Q4 		$1.46M Buy
15,960
+306
+2% +$25.1K 0.38% 23
2023
Q3 		$1.22M Buy
15,654
+572
+4% +$48.8K 0.44% 21
2023
Q2 		$1.3M Sell
15,082
-320
-2% -$26.9K 0.51% 21
2023
Q1 		$1.31M Hold
15,402
– – 0.58% 19
2022
Q4 		$1.3M Buy
15,402
+1,655
+12% +$139K 0.6% 19
2022
Q3 		$1.12M Hold
13,747
– – 0.71% 20
2022
Q2 		$1.26M Hold
13,747
– – 0.78% 20
2022
Q1 		$1.49M Hold
13,747
– – 0.74% 20
2021
Q4 		$1.6M Sell
13,747
-690
-5% -$75.6K 0.8% 19
2021
Q3 		$1.48M Hold
14,437
– – 0.73% 20
2021
Q2 		$1.47M Hold
14,437
– – 0.81% 18
2021
Q1 		$1.33M Hold
14,437
– – 0.6% 21
2020
Q4 		$1.24M Hold
14,437
– – 0.58% 20
2020
Q3 		$1.15M Hold
14,437
– – 0.43% 23
2020
Q2 		$1.14M Hold
14,437
– – 0.67% 18
2020
Q1 		$1M Sell
14,437
-785
-5% -$69.5K 0.96% 15
2019
Q4 		$1.42M Sell
15,222
-495
-3% -$45.9K 0.76% 18
2019
Q3 		$1.47M Hold
15,717
– – 1% 16
2019
Q2 		$1.37M Hold
15,717
– – 1.02% 19
2019
Q1 		$1.37M Hold
15,717
– – 1.16% 19
2018
Q4 		$1.18M Buy
+15,717
New +$1.24M 1.22% 18

Other funds holding IYR

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Agilis Partners's IYR Position: Q4 2024 in Review

Agilis Partners increased its iShares US Real Estate ETF (IYR) stake by 10% in Q4 2024, buying an estimated $144K and bringing the position to 15,878 shares worth $1.48M. The position accounts for 0.44% of the portfolio, ranked #21.

Agilis Partners first reported a position in IYR in Q4 2018 and has held it in 25 quarters since. The position peaked at $1.6M in Q4 2021. 515 funds tracked by Wall St. Rank hold IYR as of Q4 2024.

  • Agilis Partners held 15,878 shares of iShares US Real Estate ETF worth $1.48M as of Q4 2024.
  • Agilis Partners bought 1,457 iShares US Real Estate ETF shares in Q4 2024, an estimated $144K.
  • iShares US Real Estate ETF made up 0.44% of Agilis Partners's portfolio in Q4 2024, its #21 holding.
  • Agilis Partners first reported a position in iShares US Real Estate ETF in Q4 2018 and has held it in 25 quarters since.
  • Agilis Partners's iShares US Real Estate ETF position peaked at $1.6M in Q4 2021.
  • 515 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2024.

Based on Agilis Partners's 13F filing for Q4 2024, filed 30 Jan 2025.