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

Financial Engines 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
-2,321
Closed -$216K – 440
2024
Q4 		$216K Sell
2,321
-479
-17% -$47.2K ﹤0.01% 427
2024
Q3 		$285K Sell
2,800
-223
-7% -$21.5K ﹤0.01% 339
2024
Q2 		$265K Sell
3,023
-226
-7% -$19.4K ﹤0.01% 319
2024
Q1 		$292K Sell
3,249
-4,457
-58% -$394K ﹤0.01% 297
2023
Q4 		$704K Buy
+7,706
New +$631K ﹤0.01% 203
2023
Q1 		– Sell
-9,784
Closed -$824K – 302
2022
Q4 		$824K Buy
9,784
+6,031
+161% +$506K ﹤0.01% 185
2022
Q3 		$305K Buy
3,753
+22
+0.6% +$2.08K ﹤0.01% 241
2022
Q2 		$343K Buy
3,731
+1,816
+95% +$181K ﹤0.01% 234
2022
Q1 		$207K Sell
1,915
-194
-9% -$20.5K ﹤0.01% 299
2021
Q4 		$245K Sell
2,109
-24
-1% -$2.63K ﹤0.01% 250
2021
Q3 		$218K Buy
+2,133
New +$227K ﹤0.01% 256

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

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

Financial Engines Advisors sold out of iShares US Real Estate ETF (IYR) in Q1 2025, closing a stake of 2,321 shares — an estimated $216K sold.

Financial Engines Advisors first reported a position in IYR in Q3 2021 and held it in 11 quarters. The position peaked at $824K in Q4 2022. 480 funds tracked by Wall St. Rank hold IYR as of Q1 2025.

  • Financial Engines Advisors reported no remaining iShares US Real Estate ETF position as of Q1 2025 after selling out during the quarter.
  • Financial Engines Advisors sold 2,321 iShares US Real Estate ETF shares in Q1 2025, an estimated $216K.
  • Financial Engines Advisors first reported a position in iShares US Real Estate ETF in Q3 2021 and held it in 11 quarters.
  • Financial Engines Advisors's iShares US Real Estate ETF position peaked at $824K in Q4 2022.
  • 480 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2025.

Based on Financial Engines Advisors's 13F filing for Q1 2025, filed 12 May 2025.