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

DHJJ 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
-118
Closed -$11K – 935
2024
Q4 		$11K Hold
118
– – ﹤0.01% 488
2024
Q3 		$12K Hold
118
– – ﹤0.01% 474
2024
Q2 		$10.4K Hold
118
– – ﹤0.01% 452
2024
Q1 		$10.6K Sell
118
-105
-47% -$9.28K ﹤0.01% 441
2023
Q4 		$20.4K Sell
223
-18
-7% -$1.47K 0.01% 361
2023
Q3 		$18.8K Buy
+241
New +$20.5K 0.01% 362

Other funds holding IYR

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

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

DHJJ Financial Advisors sold out of iShares US Real Estate ETF (IYR) in Q1 2025, closing a stake of 118 shares — an estimated $11K sold.

DHJJ Financial Advisors first reported a position in IYR in Q3 2023 and held it in 6 quarters. The position peaked at $20.4K in Q4 2023. 480 funds tracked by Wall St. Rank hold IYR as of Q1 2025.

  • DHJJ Financial Advisors reported no remaining iShares US Real Estate ETF position as of Q1 2025 after selling out during the quarter.
  • DHJJ Financial Advisors sold 118 iShares US Real Estate ETF shares in Q1 2025, an estimated $11K.
  • DHJJ Financial Advisors first reported a position in iShares US Real Estate ETF in Q3 2023 and held it in 6 quarters.
  • DHJJ Financial Advisors's iShares US Real Estate ETF position peaked at $20.4K in Q4 2023.
  • 480 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2025.

Based on DHJJ Financial Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.