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Flaharty Asset Management’s iShares US Real Estate ETF IYR Stock Holding History

Flaharty Asset 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
2025
Q2 		– Sell
-470
Closed -$45K – 307
2025
Q1 		$45K Buy
+470
New +$44.7K 0.01% 229
2024
Q4 		– Sell
-470
Closed -$47.9K – 275
2024
Q3 		$47.9K Buy
+470
New +$45.3K 0.01% 218
2023
Q4 		– Sell
-470
Closed -$36.7K – 280
2023
Q3 		$36.7K Buy
+470
New +$40.1K 0.01% 221

Other funds holding IYR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 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
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Flaharty Asset Management's IYR Position: Q2 2025 in Review

Flaharty Asset Management sold out of iShares US Real Estate ETF (IYR) in Q2 2025, closing a stake of 470 shares — an estimated $45K sold.

Flaharty Asset Management first reported a position in IYR in Q3 2023 and held it in 3 quarters. The position peaked at $47.9K in Q3 2024. 476 funds tracked by Wall St. Rank hold IYR as of Q2 2025.

  • Flaharty Asset Management reported no remaining iShares US Real Estate ETF position as of Q2 2025 after selling out during the quarter.
  • Flaharty Asset Management sold 470 iShares US Real Estate ETF shares in Q2 2025, an estimated $45K.
  • Flaharty Asset Management first reported a position in iShares US Real Estate ETF in Q3 2023 and held it in 3 quarters.
  • Flaharty Asset Management's iShares US Real Estate ETF position peaked at $47.9K in Q3 2024.
  • 476 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2025.

Based on Flaharty Asset Management's 13F filing for Q2 2025, filed 8 Aug 2025.