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Financial Management Professionals’s iShares US Real Estate ETF IYR Stock Holding History

Financial Management Professionals’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 		– Sell
-11
Closed -$1K – 1019
2024
Q3 		$1K Hold
11
– – ﹤0.01% 842
2024
Q2 		$1K Sell
11
-1,860
-99% -$160K ﹤0.01% 797
2024
Q1 		$168K Sell
1,871
-26
-1% -$2.3K 0.02% 159
2023
Q4 		$173K Buy
1,897
+1,892
+37,840% +$155K 0.03% 142
2023
Q3 		$0 Sell
5
-3
-38% -$256 ﹤0.01% 965
2023
Q2 		$1K Hold
8
– – ﹤0.01% 833
2023
Q1 		$1K Hold
8
– – ﹤0.01% 896
2022
Q4 		$1K Hold
8
– – ﹤0.01% 827
2022
Q3 		$1K Buy
8
+5
+167% +$473 ﹤0.01% 828
2022
Q2 		$0 Buy
+3
New +$299 ﹤0.01% 1032
2018
Q1 		– Sell
-83
Closed -$6K – 296
2017
Q4 		$6K Hold
83
– – ﹤0.01% 159
2017
Q3 		$6K Hold
83
– – ﹤0.01% 161
2017
Q2 		$6K Hold
83
– – ﹤0.01% 178
2017
Q1 		$6K Hold
83
– – ﹤0.01% 207
2016
Q4 		$6K Hold
83
– – ﹤0.01% 189
2016
Q3 		$6K Sell
83
-29
-26% -$2.4K ﹤0.01% 208
2016
Q2 		$8K Buy
112
+29
+35% +$2.27K ﹤0.01% 234
2016
Q1 		$6K Hold
83
– – ﹤0.01% 179
2015
Q4 		$6K Hold
83
– – ﹤0.01% 171
2015
Q3 		$6K Hold
83
– – ﹤0.01% 189
2015
Q2 		$5K Hold
83
– – ﹤0.01% 203
2015
Q1 		$7K Hold
83
– – ﹤0.01% 199
2014
Q4 		$6K Hold
83
– – ﹤0.01% 228
2014
Q3 		$5K Hold
83
– – ﹤0.01% 206
2014
Q2 		$5K Hold
83
– – ﹤0.01% 208
2014
Q1 		$6K Hold
83
– – ﹤0.01% 196
2013
Q4 		$5K Hold
83
– – ﹤0.01% 210
2013
Q3 		$5K Hold
83
– – ﹤0.01% 209
2013
Q2 		$6K Buy
+83
New +$5.87K ﹤0.01% 196

Other funds holding IYR

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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 $11.5B AUM 18.72% 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

Financial Management Professionals's IYR Position: Q4 2024 in Review

Financial Management Professionals sold out of iShares US Real Estate ETF (IYR) in Q4 2024, closing a stake of 11 shares — an estimated $1K sold.

Financial Management Professionals first reported a position in IYR in Q2 2013 and held it in 29 quarters. The position peaked at $173K in Q4 2023. 515 funds tracked by Wall St. Rank hold IYR as of Q4 2024.

  • Financial Management Professionals reported no remaining iShares US Real Estate ETF position as of Q4 2024 after selling out during the quarter.
  • Financial Management Professionals sold 11 iShares US Real Estate ETF shares in Q4 2024, an estimated $1K.
  • Financial Management Professionals first reported a position in iShares US Real Estate ETF in Q2 2013 and held it in 29 quarters.
  • Financial Management Professionals's iShares US Real Estate ETF position peaked at $173K in Q4 2023.
  • 515 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2024.

Based on Financial Management Professionals's 13F filing for Q4 2024, filed 15 Jan 2025.