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

Element Wealth’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	-44	Closed	-$4.09K	–	235
2024 Q4	$4.09K	Buy	+44	New	+$4.34K	﹤0.01%	270
2024 Q2	–	Sell	-2,517	Closed	-$226K	–	293
2024 Q1	$226K	Buy	2,517 +1,330	+112%	+$118K	0.13%	126
2023 Q4	$109K	Hold	1,187	–	–	0.07%	153
2023 Q3	$92.8K	Hold	1,187	–	–	0.07%	152
2023 Q2	$103K	Hold	1,187	–	–	0.07%	150
2023 Q1	$101K	Hold	1,187	–	–	0.08%	142
2022 Q4	$99.9K	Hold	1,187	–	–	0.08%	139
2022 Q3	$97K	Hold	1,187	–	–	0.09%	124
2022 Q2	$109K	Hold	1,187	–	–	0.11%	119
2022 Q1	$128K	Hold	1,187	–	–	0.1%	126
2021 Q4	$138K	Hold	1,187	–	–	0.1%	115
2021 Q3	$122K	Hold	1,187	–	–	0.1%	110
2021 Q2	$121K	Hold	1,187	–	–	0.09%	107
2021 Q1	$109K	Hold	1,187	–	–	0.09%	108
2020 Q4	$102K	Sell	1,187 -525	-31%	-$43.7K	0.09%	107
2020 Q3	$137K	Hold	1,712	–	–	0.15%	93
2020 Q2	$135K	Hold	1,712	–	–	0.15%	88
2020 Q1	$119K	Buy	1,712 +525	+44%	+$46.5K	0.16%	81
2019 Q4	$110K	Buy	+1,187	New	+$110K	0.11%	80

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

Element Wealth's IYR Position: Q1 2025 in Review

Element Wealth sold out of iShares US Real Estate ETF (IYR) in Q1 2025, closing a stake of 44 shares — an estimated $4.09K sold.

Element Wealth first reported a position in IYR in Q4 2019 and held it in 19 quarters. The position peaked at $226K in Q1 2024. 480 funds tracked by Wall St. Rank hold IYR as of Q1 2025.

Element Wealth reported no remaining iShares US Real Estate ETF position as of Q1 2025 after selling out during the quarter.
Element Wealth sold 44 iShares US Real Estate ETF shares in Q1 2025, an estimated $4.09K.
Element Wealth first reported a position in iShares US Real Estate ETF in Q4 2019 and held it in 19 quarters.
Element Wealth's iShares US Real Estate ETF position peaked at $226K in Q1 2024.
480 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2025.

Based on Element Wealth's 13F filing for Q1 2025, filed 29 Apr 2025.