Golden State Wealth Management’s iShares US Real Estate ETF IYR Stock Holding History

Golden State Wealth 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	-92	Closed	-$8.61K	–	1616
2024 Q4	$8.61K	Buy	+92	New	+$9.07K	﹤0.01%	999
2020 Q2	–	Sell	-513	Closed	-$36K	–	566
2020 Q1	$36K	Buy	+513	New	+$45.4K	0.02%	409
2019 Q4	–	Sell	-513	Closed	-$48K	–	515
2019 Q3	$48K	Hold	513	–	–	0.02%	435
2019 Q2	$44K	Hold	513	–	–	0.01%	485
2019 Q1	$45K	Buy	+513	New	+$42.4K	0.02%	471

Other funds holding IYR

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

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

CWM

CIBC World Markets New York $20.8B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Golden State Wealth Management's IYR Position: Q1 2025 in Review

Golden State Wealth Management sold out of iShares US Real Estate ETF (IYR) in Q1 2025, closing a stake of 92 shares — an estimated $8.61K sold.

Golden State Wealth Management first reported a position in IYR in Q1 2019 and held it in 5 quarters. The position peaked at $48K in Q3 2019. 480 funds tracked by Wall St. Rank hold IYR as of Q1 2025.

Golden State Wealth Management reported no remaining iShares US Real Estate ETF position as of Q1 2025 after selling out during the quarter.
Golden State Wealth Management sold 92 iShares US Real Estate ETF shares in Q1 2025, an estimated $8.61K.
Golden State Wealth Management first reported a position in iShares US Real Estate ETF in Q1 2019 and held it in 5 quarters.
Golden State Wealth Management's iShares US Real Estate ETF position peaked at $48K in Q3 2019.
480 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2025.

Based on Golden State Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.