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

Avior 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
2025 Q1	–	Sell	-401	Closed	-$37.4K	–	1552
2024 Q4	$37.4K	Buy	401 +238	+146%	+$23.5K	﹤0.01%	1236
2024 Q3	$16.6K	Hold	163	–	–	﹤0.01%	1416
2024 Q2	$14.3K	Sell	163 -419	-72%	-$35.9K	﹤0.01%	1419
2024 Q1	$52.3K	Buy	582 +32	+6%	+$2.83K	﹤0.01%	1215
2023 Q4	$50.3K	Hold	550	–	–	﹤0.01%	728
2023 Q3	$43K	Hold	550	–	–	﹤0.01%	786
2023 Q2	$47.6K	Hold	550	–	–	﹤0.01%	772
2023 Q1	$46.7K	Hold	550	–	–	﹤0.01%	784
2022 Q4	$46.3K	Hold	550	–	–	﹤0.01%	642
2022 Q3	$44K	Hold	550	–	–	﹤0.01%	624
2022 Q2	$50K	Sell	550 -33	-6%	-$3.29K	0.01%	567
2022 Q1	$63K	Sell	583 -132	-18%	-$13.9K	0.01%	561
2021 Q4	$83K	Hold	715	–	–	0.01%	526
2021 Q3	$73K	Sell	715 -43	-6%	-$4.58K	0.01%	523
2021 Q2	$77K	Hold	758	–	–	0.01%	494
2021 Q1	$69K	Sell	758 -55	-7%	-$4.83K	0.01%	498
2020 Q4	$69K	Hold	813	–	–	0.01%	465
2020 Q3	$64K	Hold	813	–	–	0.01%	485
2020 Q2	$64K	Sell	813 -168	-17%	-$12.7K	0.01%	475
2020 Q1	$68K	Sell	981 -332	-25%	-$29.4K	0.01%	440
2019 Q4	$122K	Buy	1,313 +17	+1%	+$1.58K	0.02%	411
2019 Q3	$121K	Hold	1,296	–	–	0.02%	398
2019 Q2	$113K	Hold	1,296	–	–	0.02%	401
2019 Q1	$112K	Sell	1,296 -18	-1%	-$1.49K	0.02%	393
2018 Q4	$98K	Hold	1,314	–	–	0.02%	430
2018 Q3	$105K	Hold	1,314	–	–	0.02%	434
2018 Q2	$106K	Hold	1,314	–	–	0.02%	436
2018 Q1	$99K	Hold	1,314	–	–	0.02%	441
2017 Q4	$106K	Sell	1,314 -111	-8%	-$9.01K	0.02%	441
2017 Q3	$114K	Sell	1,425 -21	-1%	-$1.69K	0.04%	165
2017 Q2	$115K	Hold	1,446	–	–	0.05%	150
2017 Q1	$113K	Buy	1,446 +1	+0.1%	+$78	0.04%	178
2016 Q4	$111K	Buy	1,445 +28	+2%	+$2.13K	0.04%	162
2016 Q3	$114K	Sell	1,417 -162	-10%	-$13.4K	0.04%	163
2016 Q2	$130K	Buy	1,579 +2	+0.1%	+$157	0.06%	144
2016 Q1	$123K	Buy	1,577 +3	+0.2%	+$218	0.05%	142
2015 Q4	$118K	Sell	1,574 -34	-2%	-$2.54K	0.06%	130
2015 Q3	$114K	Hold	1,608	–	–	0.07%	124
2015 Q2	$115K	Sell	1,608 -135	-8%	-$10.2K	0.09%	89
2015 Q1	$138K	Sell	1,743 -61	-3%	-$4.88K	0.11%	83
2014 Q4	$139K	Buy	1,804 +4	+0.2%	+$299	0.11%	77
2014 Q3	$125K	Buy	1,800 +135	+8%	+$9.78K	0.11%	79
2014 Q2	$120K	Sell	1,665 -164	-9%	-$11.5K	0.1%	78
2014 Q1	$124K	Buy	+1,829	New	+$121K	0.1%	77

Other funds holding IYR

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

CWM

CIBC World Markets New York $20.8B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Avior Wealth Management's IYR Position: Q1 2025 in Review

Avior Wealth Management sold out of iShares US Real Estate ETF (IYR) in Q1 2025, closing a stake of 401 shares — an estimated $37.4K sold.

Avior Wealth Management first reported a position in IYR in Q1 2014 and held it in 44 quarters. The position peaked at $139K in Q4 2014. 480 funds tracked by Wall St. Rank hold IYR as of Q1 2025.

Avior Wealth Management reported no remaining iShares US Real Estate ETF position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 401 iShares US Real Estate ETF shares in Q1 2025, an estimated $37.4K.
Avior Wealth Management first reported a position in iShares US Real Estate ETF in Q1 2014 and held it in 44 quarters.
Avior Wealth Management's iShares US Real Estate ETF position peaked at $139K in Q4 2014.
480 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.