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Carolinas Wealth Consulting’s iShares US Real Estate ETF IYR Stock Holding History

Carolinas Wealth Consulting’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 		– Sell
-153
Closed -$14.7K – 490
2025
Q1 		$14.7K Sell
153
-2
-1% -$190 ﹤0.01% 486
2024
Q4 		$14.4K Hold
155
– – ﹤0.01% 506
2024
Q3 		$15.8K Buy
155
+44
+40% +$4.24K ﹤0.01% 501
2024
Q2 		$9.74K Sell
111
-37
-25% -$3.17K ﹤0.01% 561
2024
Q1 		$13.3K Buy
+148
New +$13.1K ﹤0.01% 526

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

Carolinas Wealth Consulting's IYR Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of iShares US Real Estate ETF (IYR) in Q2 2025, closing a stake of 153 shares — an estimated $14.7K sold.

Carolinas Wealth Consulting first reported a position in IYR in Q1 2024 and held it in 5 quarters. The position peaked at $15.8K in Q3 2024. 476 funds tracked by Wall St. Rank hold IYR as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining iShares US Real Estate ETF position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 153 iShares US Real Estate ETF shares in Q2 2025, an estimated $14.7K.
  • Carolinas Wealth Consulting first reported a position in iShares US Real Estate ETF in Q1 2024 and held it in 5 quarters.
  • Carolinas Wealth Consulting's iShares US Real Estate ETF position peaked at $15.8K in Q3 2024.
  • 476 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.