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Avantax Advisory Services’s iShares US Real Estate ETF IYR Stock Holding History

Avantax Advisory Services’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 		$2.01M Sell
21,183
-1,125
-5% -$105K 0.01% 797
2025
Q1 		$2.14M Buy
22,308
+1,976
+10% +$188K 0.01% 706
2024
Q4 		$1.89M Buy
20,332
+3,742
+23% +$369K 0.01% 739
2024
Q3 		$1.69M Sell
16,590
-2,409
-13% -$232K 0.01% 780
2024
Q2 		$1.67M Buy
18,999
+1,169
+7% +$100K 0.01% 735
2024
Q1 		$1.6M Sell
17,830
-955
-5% -$84.4K 0.01% 600
2023
Q4 		$1.72M Sell
18,785
-1,869
-9% -$153K 0.02% 548
2023
Q3 		$1.61M Sell
20,654
-790
-4% -$67.3K 0.02% 530
2023
Q2 		$1.86M Sell
21,444
-347
-2% -$29.1K 0.02% 477
2023
Q1 		$1.85M Sell
21,791
-4,603
-17% -$403K 0.02% 462
2022
Q4 		$2.22M Buy
26,394
+6,071
+30% +$510K 0.03% 387
2022
Q3 		$1.66M Sell
20,323
-1,838
-8% -$174K 0.03% 415
2022
Q2 		$2.04M Sell
22,161
-4,297
-16% -$428K 0.03% 375
2022
Q1 		$2.86M Buy
26,458
+6,004
+29% +$634K 0.04% 307
2021
Q4 		$2.38M Buy
20,454
+1,540
+8% +$169K 0.04% 335
2021
Q3 		$1.93M Buy
18,914
+1,371
+8% +$146K 0.03% 341
2021
Q2 		$1.79M Buy
17,543
+178
+1% +$17.7K 0.03% 352
2021
Q1 		$1.6M Sell
17,365
-3,078
-15% -$270K 0.03% 334
2020
Q4 		$1.75M Sell
20,443
-40,303
-66% -$3.36M 0.04% 292
2020
Q3 		$4.85M Buy
60,746
+34,474
+131% +$2.78M 0.08% 213
2020
Q2 		$2.07M Sell
26,272
-370
-1% -$28K 0.06% 212
2020
Q1 		$1.85M Buy
26,642
+2,087
+8% +$185K 0.06% 203
2019
Q4 		$2.29M Buy
+24,555
New +$2.28M 0.05% 190

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 $12.8B AUM 19.73% 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

Avantax Advisory Services's IYR Position: Q2 2025 in Review

Avantax Advisory Services reduced its iShares US Real Estate ETF (IYR) stake by 5% in Q2 2025, selling an estimated $105K and leaving 21,183 shares worth $2.01M. The position accounts for 0.01% of the portfolio, ranked #797.

Avantax Advisory Services first reported a position in IYR in Q4 2019 and has held it in 23 quarters since. The position peaked at $4.85M in Q3 2020. 476 funds tracked by Wall St. Rank hold IYR as of Q2 2025.

  • Avantax Advisory Services held 21,183 shares of iShares US Real Estate ETF worth $2.01M as of Q2 2025.
  • Avantax Advisory Services sold 1,125 iShares US Real Estate ETF shares in Q2 2025, an estimated $105K.
  • iShares US Real Estate ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #797 holding.
  • Avantax Advisory Services first reported a position in iShares US Real Estate ETF in Q4 2019 and has held it in 23 quarters since.
  • Avantax Advisory Services's iShares US Real Estate ETF position peaked at $4.85M in Q3 2020.
  • 476 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.