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

Fairhaven Wealth Management’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 		$394K Hold
4,230
– – 0.12% 72
2024
Q3 		$431K Buy
4,230
+500
+13% +$48.2K 0.13% 72
2024
Q2 		$327K Hold
3,730
– – 0.11% 78
2024
Q1 		$335K Sell
3,730
-12
-0.3% -$1.06K 0.12% 79
2023
Q4 		$342K Sell
3,742
-150
-4% -$12.3K 0.13% 73
2023
Q3 		$304K Sell
3,892
-575
-13% -$49K 0.12% 77
2023
Q2 		$387K Buy
+4,467
New +$375K 0.15% 69
2022
Q4 		$377K Buy
4,476
+78
+2% +$6.55K 0.16% 64
2022
Q3 		$358K Sell
4,398
-164
-4% -$15.5K 0.16% 63
2022
Q2 		$420K Sell
4,562
-87
-2% -$8.67K 0.2% 54
2022
Q1 		$503K Hold
4,649
– – 0.2% 57
2021
Q4 		$540K Sell
4,649
-64
-1% -$7.01K 0.21% 55
2021
Q3 		$483K Sell
4,713
-5
-0.1% -$532 0.2% 60
2021
Q2 		$481K Sell
4,718
-6
-0.1% -$596 0.19% 58
2021
Q1 		$434K Sell
4,724
-54,496
-92% -$4.78M 0.18% 59
2020
Q4 		$5.07M Buy
59,220
+1,714
+3% +$143K 2.23% 11
2020
Q3 		$4.59M Sell
57,506
-170
-0.3% -$13.7K 2.72% 9
2020
Q2 		$4.54M Buy
57,676
+3,185
+6% +$241K 2.99% 9
2020
Q1 		$3.79M Buy
54,491
+1,240
+2% +$110K 3.44% 8
2019
Q4 		$4.96M Buy
53,251
+452
+0.9% +$41.9K 4.12% 7
2019
Q3 		$4.94M Buy
52,799
+556
+1% +$50.6K 4.62% 7
2019
Q2 		$4.56M Sell
52,243
-623
-1% -$54.5K 4.24% 7
2019
Q1 		$4.6M Buy
52,866
+2,111
+4% +$175K 4.38% 8
2018
Q4 		$3.8M Buy
+50,755
New +$3.99M 3.74% 9

Other funds holding IYR

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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 $12.8B AUM 19.73% 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

Fairhaven Wealth Management's IYR Position: Q4 2024 in Review

Fairhaven Wealth Management held its iShares US Real Estate ETF (IYR) position steady in Q4 2024 at 4,230 shares worth $394K. The position accounts for 0.12% of the portfolio, ranked #72.

Fairhaven Wealth Management first reported a position in IYR in Q4 2018 and has held it in 24 quarters since. The position peaked at $5.07M in Q4 2020. 515 funds tracked by Wall St. Rank hold IYR as of Q4 2024.

  • Fairhaven Wealth Management held 4,230 shares of iShares US Real Estate ETF worth $394K as of Q4 2024.
  • Fairhaven Wealth Management left its iShares US Real Estate ETF share count unchanged in Q4 2024.
  • iShares US Real Estate ETF made up 0.12% of Fairhaven Wealth Management's portfolio in Q4 2024, its #72 holding.
  • Fairhaven Wealth Management first reported a position in iShares US Real Estate ETF in Q4 2018 and has held it in 24 quarters since.
  • Fairhaven Wealth Management's iShares US Real Estate ETF position peaked at $5.07M in Q4 2020.
  • 515 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2024.

Based on Fairhaven Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.