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Ehrlich Financial Group’s iShares US Real Estate ETF IYR Stock Holding History

Ehrlich Financial Group’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
-3,844
Closed -$358K – 115
2024
Q4 		$358K Buy
+3,844
New +$379K 0.25% 76

Other funds holding IYR

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 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

Ehrlich Financial Group's IYR Position: Q1 2025 in Review

Ehrlich Financial Group sold out of iShares US Real Estate ETF (IYR) in Q1 2025, closing a stake of 3,844 shares — an estimated $358K sold.

Ehrlich Financial Group first reported a position in IYR in Q4 2024 and held it in 1 quarter. The position peaked at $358K in Q4 2024. 480 funds tracked by Wall St. Rank hold IYR as of Q1 2025.

  • Ehrlich Financial Group reported no remaining iShares US Real Estate ETF position as of Q1 2025 after selling out during the quarter.
  • Ehrlich Financial Group sold 3,844 iShares US Real Estate ETF shares in Q1 2025, an estimated $358K.
  • Ehrlich Financial Group first reported a position in iShares US Real Estate ETF in Q4 2024 and held it in 1 quarter.
  • Ehrlich Financial Group's iShares US Real Estate ETF position peaked at $358K in Q4 2024.
  • 480 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2025.

Based on Ehrlich Financial Group's 13F filing for Q1 2025, filed 11 Apr 2025.