GPS Wealth Strategies Group’s iShares US Real Estate ETF IYR Stock Holding History

GPS Wealth Strategies Group’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 Q4	–	Sell	-16	Closed	-$1.51K	–	1090
2025 Q3	$1.51K	Buy	16 +1	+7%	+$96	﹤0.01%	1439
2025 Q2	$1.47K	Hold	15	–	–	﹤0.01%	1391
2025 Q1	$1.47K	Hold	15	–	–	﹤0.01%	1340
2024 Q4	$1.43K	Hold	15	–	–	﹤0.01%	1270
2024 Q3	$1.55K	Hold	15	–	–	﹤0.01%	1260
2024 Q2	$1.32K	Buy	+15	New	+$1.29K	﹤0.01%	1241
2023 Q2	–	Sell	-90	Closed	-$7.64K	–	1278
2023 Q1	$7.64K	Buy	+90	New	+$7.87K	﹤0.01%	891
2022 Q4	–	Sell	-90	Closed	-$7K	–	630
2022 Q3	$7K	Hold	90	–	–	﹤0.01%	832
2022 Q2	$8K	Sell	90 -7	-7%	-$698	﹤0.01%	807
2022 Q1	$11K	Buy	97 +7	+8%	+$739	﹤0.01%	706
2021 Q4	$10K	Buy	+90	New	+$9.86K	﹤0.01%	734

Other funds holding IYR

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

CWM

CIBC World Markets New York $20.8B AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

GPS Wealth Strategies Group's IYR Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of iShares US Real Estate ETF (IYR) in Q4 2025, closing a stake of 16 shares — an estimated $1.51K sold.

GPS Wealth Strategies Group first reported a position in IYR in Q4 2021 and held it in 11 quarters. The position peaked at $11K in Q1 2022. 476 funds tracked by Wall St. Rank hold IYR as of Q4 2025.

GPS Wealth Strategies Group reported no remaining iShares US Real Estate ETF position as of Q4 2025 after selling out during the quarter.
GPS Wealth Strategies Group sold 16 iShares US Real Estate ETF shares in Q4 2025, an estimated $1.51K.
GPS Wealth Strategies Group first reported a position in iShares US Real Estate ETF in Q4 2021 and held it in 11 quarters.
GPS Wealth Strategies Group's iShares US Real Estate ETF position peaked at $11K in Q1 2022.
476 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.