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

GeoWealth 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
Q1 		– Sell
-2,572
Closed -$239K – 1454
2024
Q4 		$239K Sell
2,572
-417
-14% -$41.1K 0.01% 692
2024
Q3 		$304K Buy
2,989
+2,809
+1,561% +$271K 0.01% 600
2024
Q2 		$15.8K Sell
180
-3
-2% -$257 ﹤0.01% 844
2024
Q1 		$16.4K Buy
183
+5
+3% +$442 ﹤0.01% 827
2023
Q4 		$16K Sell
178
-362
-67% -$29.6K ﹤0.01% 654
2023
Q3 		$42K Sell
540
-63
-10% -$5.37K ﹤0.01% 403
2023
Q2 		$52K Buy
603
+13
+2% +$1.09K 0.01% 329
2023
Q1 		$50K Buy
+590
New +$51.6K 0.01% 287
2022
Q1 		– Sell
-3,049
Closed -$354K – 413
2021
Q4 		$354K Sell
3,049
-556
-15% -$60.9K 0.03% 235
2021
Q3 		$369K Sell
3,605
-44,248
-92% -$4.71M 0.03% 247
2021
Q2 		$4.88M Buy
47,853
+7,636
+19% +$758K 0.62% 46
2021
Q1 		$3.7M Sell
40,217
-13,121
-25% -$1.15M 0.58% 49
2020
Q4 		$4.57M Buy
+53,338
New +$4.44M 0.73% 38

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

GeoWealth Management's IYR Position: Q1 2025 in Review

GeoWealth Management sold out of iShares US Real Estate ETF (IYR) in Q1 2025, closing a stake of 2,572 shares — an estimated $239K sold.

GeoWealth Management first reported a position in IYR in Q4 2020 and held it in 13 quarters. The position peaked at $4.88M in Q2 2021. 480 funds tracked by Wall St. Rank hold IYR as of Q1 2025.

  • GeoWealth Management reported no remaining iShares US Real Estate ETF position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 2,572 iShares US Real Estate ETF shares in Q1 2025, an estimated $239K.
  • GeoWealth Management first reported a position in iShares US Real Estate ETF in Q4 2020 and held it in 13 quarters.
  • GeoWealth Management's iShares US Real Estate ETF position peaked at $4.88M in Q2 2021.
  • 480 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.