HCR Wealth Advisors’s iShares US Real Estate ETF IYR Stock Holding History

HCR Wealth Advisors’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
2026 Q2	$431K	Sell	4,215 -1,050	-20%	-$107K	0.04%	172
2026 Q1	$498K	Hold	5,265	–	–	0.05%	151
2025 Q4	$494K	Hold	5,265	–	–	0.05%	150
2025 Q3	$509K	Sell	5,265 -429	-8%	-$41.3K	0.05%	143
2025 Q2	$540K	Buy	5,694 +1	+0%	+$93	0.06%	131
2025 Q1	$545K	Buy	5,693 +1	+0%	+$95	0.07%	132
2024 Q4	$530K	Hold	5,692	–	–	0.07%	135
2024 Q3	$580K	Hold	5,692	–	–	0.08%	130
2024 Q2	$499K	Sell	5,692 -250	-4%	-$21.4K	0.07%	129
2024 Q1	$534K	Sell	5,942 -174	-3%	-$15.4K	0.08%	127
2023 Q4	$559K	Buy	6,116 +404	+7%	+$33.1K	0.09%	113
2023 Q3	$446K	Sell	5,712 -1,470	-20%	-$125K	0.1%	109
2023 Q2	$622K	Sell	7,182 -1,199	-14%	-$101K	0.12%	100
2023 Q1	$712K	Sell	8,381 -1,154	-12%	-$101K	0.14%	95
2022 Q4	$803K	Sell	9,535 -606	-6%	-$50.9K	0.17%	88
2022 Q3	$826K	Sell	10,141 -910	-8%	-$86.1K	0.18%	86
2022 Q2	$1.02M	Sell	11,051 -400	-3%	-$39.9K	0.2%	80
2022 Q1	$1.24M	Buy	11,451 +181	+2%	+$19.1K	0.2%	81
2021 Q4	$1.31M	Sell	11,270 -480	-4%	-$52.6K	0.2%	87
2021 Q3	$1.2M	Hold	11,750	–	–	0.2%	93
2021 Q2	$1.2M	Sell	11,750 -44	-0.4%	-$4.37K	0.21%	91
2021 Q1	$1.08M	Sell	11,794 -4,635	-28%	-$407K	0.21%	90
2020 Q4	$1.41M	Sell	16,429 -25	-0.2%	-$2.08K	0.29%	68
2020 Q3	$1.31M	Sell	16,454 -314	-2%	-$25.4K	0.3%	66
2020 Q2	$1.35M	Sell	16,768 -2,170	-11%	-$164K	0.32%	55
2020 Q1	$1.32M	Buy	18,938 +985	+5%	+$87.2K	0.38%	46
2019 Q4	$1.67M	Buy	17,953 +4,510	+34%	+$418K	0.41%	48
2019 Q3	$1.26M	Sell	13,443 -3,565	-21%	-$325K	0.42%	55
2019 Q2	$1.49M	Buy	17,008 +25	+0.1%	+$2.19K	0.42%	45
2019 Q1	$1.48M	Buy	16,983 +3,400	+25%	+$281K	0.42%	48
2018 Q4	$1.02M	Sell	13,583 -125	-0.9%	-$9.82K	0.33%	66
2018 Q3	$1.06M	Sell	13,708 -845	-6%	-$68.9K	0.34%	67
2018 Q2	$1.17M	Sell	14,553 -490	-3%	-$37.8K	0.38%	63
2018 Q1	$1.14M	Sell	15,043 -1,135	-7%	-$86.1K	0.39%	62
2017 Q4	$1.31M	Sell	16,178 -470	-3%	-$38.2K	0.46%	50
2017 Q3	$1.33M	Sell	16,648 -100	-0.6%	-$8.03K	0.56%	44
2017 Q2	$1.34M	Sell	16,748 -2,033	-11%	-$162K	0.66%	35
2017 Q1	$1.47M	Sell	18,781 -122	-0.6%	-$9.52K	0.76%	33
2016 Q4	$1.45M	Buy	+18,903	New	+$1.44M	0.77%	34

Other funds holding IYR

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return

First Financial Corp Terre Haute, Indiana $289M AUM 28.65% 1-Year Est. Return

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return