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Brookstone Capital Management’s iShares US Real Estate ETF IYR Stock Holding History

Brookstone Capital 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
Q3 		– Sell
-2,965
Closed -$281K – 1159
2025
Q2 		$281K Buy
+2,965
New +$277K ﹤0.01% 923
2025
Q1 		– Sell
-50,765
Closed -$4.72M – 1039
2024
Q4 		$4.72M Buy
+50,765
New +$5M 0.07% 260
2024
Q1 		– Sell
-3,438
Closed -$314K – 937
2023
Q4 		$314K Sell
3,438
-222
-6% -$18.2K 0.01% 696
2023
Q3 		$275K Buy
3,660
+12
+0.3% +$1.02K 0.01% 702
2023
Q2 		$316K Sell
3,648
-2,336
-39% -$196K 0.01% 675
2023
Q1 		$508K Buy
5,984
+598
+11% +$52.3K 0.01% 590
2022
Q4 		$464K Sell
5,386
-1,015
-16% -$85.2K 0.01% 598
2022
Q3 		$498K Sell
6,401
-1,018
-14% -$96.4K 0.01% 566
2022
Q2 		$690K Sell
7,419
-38,856
-84% -$3.87M 0.02% 500
2022
Q1 		$5.03M Sell
46,275
-447,010
-91% -$47.2M 0.1% 190
2021
Q4 		$54.7M Buy
493,285
+119,859
+32% +$13.1M 0.94% 21
2021
Q3 		$39.5M Sell
373,426
-13,890
-4% -$1.48M 0.71% 40
2021
Q2 		$40.5M Buy
+387,316
New +$38.4M 0.73% 35
2020
Q1 		– Sell
-22,951
Closed -$2.14M – 374
2019
Q4 		$2.14M Buy
22,951
+70
+0.3% +$6.49K 0.11% 116
2019
Q3 		$2.14M Buy
22,881
+12,550
+121% +$1.14M 0.12% 114
2019
Q2 		$902K Buy
+10,331
New +$904K 0.05% 197
2015
Q3 		– Sell
-19,733
Closed -$1.41M – 2052
2015
Q2 		$1.41M Buy
+19,733
New +$1.5M 0.18% 90
2014
Q4 		– Sell
-2,926
Closed -$202K – 179
2014
Q3 		$202K Buy
+2,926
New +$212K 0.04% 158

Other funds holding IYR

Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Brookstone Capital Management's IYR Position: Q3 2025 in Review

Brookstone Capital Management sold out of iShares US Real Estate ETF (IYR) in Q3 2025, closing a stake of 2,965 shares — an estimated $281K sold.

Brookstone Capital Management first reported a position in IYR in Q3 2014 and held it in 18 quarters. The position peaked at $54.7M in Q4 2021. 467 funds tracked by Wall St. Rank hold IYR as of Q3 2025.

  • Brookstone Capital Management reported no remaining iShares US Real Estate ETF position as of Q3 2025 after selling out during the quarter.
  • Brookstone Capital Management sold 2,965 iShares US Real Estate ETF shares in Q3 2025, an estimated $281K.
  • Brookstone Capital Management first reported a position in iShares US Real Estate ETF in Q3 2014 and held it in 18 quarters.
  • Brookstone Capital Management's iShares US Real Estate ETF position peaked at $54.7M in Q4 2021.
  • 467 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2025.

Based on Brookstone Capital Management's 13F filing for Q3 2025, filed 15 Oct 2025.