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Delos Wealth Advisors’s iShares US Real Estate ETF IYR Stock Holding History

Delos Wealth 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
2024
Q4 		– Sell
-43
Closed -$4.38K – 208
2024
Q3 		$4.38K Sell
43
-10
-19% -$963 ﹤0.01% 136
2024
Q2 		$4.65K Sell
53
-458
-90% -$39.3K ﹤0.01% 161
2024
Q1 		$45.9K Sell
511
-188
-27% -$16.6K 0.05% 69
2023
Q4 		$63.9K Hold
699
– – 0.09% 53
2023
Q3 		$59.7K Hold
699
– – 0.07% 62
2023
Q2 		$60.5K Sell
699
-178
-20% -$15K 0.08% 59
2023
Q1 		$74.5K Sell
877
-12,187
-93% -$1.07M 0.09% 54
2022
Q4 		$1.1M Sell
13,064
-24,620
-65% -$2.07M 1.7% 21
2022
Q3 		$3.07M Buy
37,684
+4,162
+12% +$394K 3.67% 11
2022
Q2 		$3.08M Buy
33,522
+2,370
+8% +$236K 3.45% 10
2022
Q1 		$3.37M Buy
31,152
+1,928
+7% +$203K 3.32% 8
2021
Q4 		$3.39M Buy
29,224
+768
+3% +$84.1K 3.23% 8
2021
Q3 		$2.91M Buy
28,456
+3,162
+13% +$336K 3.2% 10
2021
Q2 		$2.58M Buy
+25,294
New +$2.51M 3.22% 6

Other funds holding IYR

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Delos Wealth Advisors's IYR Position: Q4 2024 in Review

Delos Wealth Advisors sold out of iShares US Real Estate ETF (IYR) in Q4 2024, closing a stake of 43 shares — an estimated $4.38K sold.

Delos Wealth Advisors first reported a position in IYR in Q2 2021 and held it in 14 quarters. The position peaked at $3.39M in Q4 2021. 515 funds tracked by Wall St. Rank hold IYR as of Q4 2024.

  • Delos Wealth Advisors reported no remaining iShares US Real Estate ETF position as of Q4 2024 after selling out during the quarter.
  • Delos Wealth Advisors sold 43 iShares US Real Estate ETF shares in Q4 2024, an estimated $4.38K.
  • Delos Wealth Advisors first reported a position in iShares US Real Estate ETF in Q2 2021 and held it in 14 quarters.
  • Delos Wealth Advisors's iShares US Real Estate ETF position peaked at $3.39M in Q4 2021.
  • 515 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2024.

Based on Delos Wealth Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.