Camarda Financial Advisors’s iShares US Real Estate ETF IYR Stock Holding History

Camarda Financial Advisors’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	-123,224	Closed	-$11.5M	–	111
2024 Q4	$11.5M	Sell	123,224 -13,635	-10%	-$1.34M	4.31%	9
2024 Q3	$13.9M	Buy	+136,859	New	+$13.2M	5.22%	4
2019 Q2	–	Sell	-94	Closed	-$8K	–	541
2019 Q1	$8K	Buy	+94	New	+$7.77K	0.02%	201
2016 Q1	–	Sell	-1,533	Closed	-$115K	–	288
2015 Q4	$115K	Buy	+1,533	New	+$114K	0.07%	130
2014 Q3	–	Sell	-347	Closed	-$25K	–	232
2014 Q2	$25K	Buy	347 +80	+30%	+$5.63K	0.02%	155
2014 Q1	$18K	Buy	+267	New	+$17.7K	0.01%	142

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

Camarda Financial Advisors's IYR Position: Q1 2025 in Review

Camarda Financial Advisors sold out of iShares US Real Estate ETF (IYR) in Q1 2025, closing a stake of 123,224 shares — an estimated $11.5M sold.

Camarda Financial Advisors first reported a position in IYR in Q1 2014 and held it in 6 quarters. The position peaked at $13.9M in Q3 2024. 480 funds tracked by Wall St. Rank hold IYR as of Q1 2025.

Camarda Financial Advisors reported no remaining iShares US Real Estate ETF position as of Q1 2025 after selling out during the quarter.
Camarda Financial Advisors sold 123,224 iShares US Real Estate ETF shares in Q1 2025, an estimated $11.5M.
Camarda Financial Advisors first reported a position in iShares US Real Estate ETF in Q1 2014 and held it in 6 quarters.
Camarda Financial Advisors's iShares US Real Estate ETF position peaked at $13.9M in Q3 2024.
480 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2025.

Based on Camarda Financial Advisors's 13F filing for Q1 2025, filed 15 May 2025.