First Heartland Consultants’s iShares US Real Estate ETF IYR Stock Holding History

First Heartland Consultants’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 Q3	–	Sell	-2,884	Closed	-$273K	–	536
2025 Q2	$273K	Buy	+2,884	New	+$269K	0.02%	406
2025 Q1	–	Sell	-20,659	Closed	-$1.92M	–	462
2024 Q4	$1.92M	Buy	+20,659	New	+$2.04M	0.2%	106
2024 Q2	–	Sell	-65,168	Closed	-$5.86M	–	455
2024 Q1	$5.86M	Buy	+65,168	New	+$5.76M	0.61%	48
2022 Q3	–	Sell	-5,456	Closed	-$501K	–	360
2022 Q2	$501K	Buy	5,456 +2,694	+98%	+$269K	0.08%	188
2022 Q1	$298K	Sell	2,762 -9,196	-77%	-$971K	0.05%	265
2021 Q4	$1.39K	Buy	11,958 +3,130	+35%	+$343K	0.05%	93
2021 Q3	$904K	Buy	8,828 +6,434	+269%	+$685K	0.14%	142
2021 Q2	$244K	Hold	2,394	–	–	0.04%	333
2021 Q1	$220K	Hold	2,394	–	–	0.04%	355
2020 Q4	$205K	Buy	+2,394	New	+$199K	0.03%	329
2020 Q2	–	Sell	-4,994	Closed	-$347K	–	293
2020 Q1	$347K	Sell	4,994 -60,809	-92%	-$5.38M	0.09%	166
2019 Q4	$6.13M	Buy	65,803 +9,116	+16%	+$845K	1.21%	18
2019 Q3	$5.3M	Buy	56,687 +1,578	+3%	+$144K	1.14%	17
2019 Q2	$4.81M	Buy	55,109 +46,586	+547%	+$4.08M	1.16%	18
2019 Q1	$742K	Buy	8,523 +3,038	+55%	+$251K	0.21%	114
2018 Q4	$411K	Sell	5,485 -565	-9%	-$44.4K	0.15%	133
2018 Q3	$484K	Buy	6,050 +1,954	+48%	+$159K	0.15%	135
2018 Q2	$330K	Sell	4,096 -728	-15%	-$56.1K	0.12%	176
2018 Q1	$364K	Sell	4,824 -308	-6%	-$23.4K	0.11%	192
2017 Q4	$416K	Sell	5,132 -3,387	-40%	-$275K	0.13%	179
2017 Q3	$680K	Buy	8,519 +1,596	+23%	+$128K	0.17%	171
2017 Q2	$552K	Sell	6,923 -151	-2%	-$12K	0.14%	187
2017 Q1	$555K	Sell	7,074 -9,635	-58%	-$752K	0.15%	182
2016 Q4	$1.29M	Sell	16,709 -39,448	-70%	-$3M	0.39%	71
2016 Q3	$4.53M	Buy	56,157 +11,834	+27%	+$980K	1.31%	16
2016 Q2	$3.65K	Buy	44,323 +23,216	+110%	+$1.82M	0.4%	18
2016 Q1	$1.64M	Sell	21,107 -5,749	-21%	-$417K	0.62%	33
2015 Q4	$2.02M	Buy	26,856 +14,837	+123%	+$1.11M	0.77%	23
2015 Q3	$853K	Sell	12,019 -17,308	-59%	-$1.26M	0.36%	78
2015 Q2	$2.09K	Sell	29,327 -32,151	-52%	-$2.44M	0.57%	27
2015 Q1	$4.88M	Buy	61,478 +45,682	+289%	+$3.65M	1.86%	6
2014 Q4	$1.21M	Sell	15,796 -34,572	-69%	-$2.59M	0.5%	55
2014 Q3	$3.48M	Sell	50,368 -6,334	-11%	-$459K	1.53%	11
2014 Q2	$4.07M	Buy	56,702 +45,570	+409%	+$3.21M	1.84%	7
2014 Q1	$753K	Buy	11,132 +114	+1%	+$7.57K	0.37%	82
2013 Q4	$695K	Sell	11,018 -479	-4%	-$30.9K	0.39%	79
2013 Q3	$745K	Sell	11,497 -5,445	-32%	-$356K	0.45%	65
2013 Q2	$1.13M	Buy	+16,942	New	+$1.2M	0.65%	37

Other funds holding IYR

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

First Heartland Consultants's IYR Position: Q3 2025 in Review

First Heartland Consultants sold out of iShares US Real Estate ETF (IYR) in Q3 2025, closing a stake of 2,884 shares — an estimated $273K sold.

First Heartland Consultants first reported a position in IYR in Q2 2013 and held it in 38 quarters. The position peaked at $6.13M in Q4 2019. 467 funds tracked by Wall St. Rank hold IYR as of Q3 2025.

First Heartland Consultants reported no remaining iShares US Real Estate ETF position as of Q3 2025 after selling out during the quarter.
First Heartland Consultants sold 2,884 iShares US Real Estate ETF shares in Q3 2025, an estimated $273K.
First Heartland Consultants first reported a position in iShares US Real Estate ETF in Q2 2013 and held it in 38 quarters.
First Heartland Consultants's iShares US Real Estate ETF position peaked at $6.13M in Q4 2019.
467 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2025.

Based on First Heartland Consultants's 13F filing for Q3 2025, filed 10 Nov 2025.