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

Heartwood 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
2025
Q4 		– Sell
-190
Closed -$18.4K – 411
2025
Q3 		$18.4K Buy
+190
New +$18.3K ﹤0.01% 362

Other funds holding IYR

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Heartwood Wealth Advisors's IYR Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of iShares US Real Estate ETF (IYR) in Q4 2025, closing a stake of 190 shares — an estimated $18.4K sold.

Heartwood Wealth Advisors first reported a position in IYR in Q3 2025 and held it in 1 quarter. The position peaked at $18.4K in Q3 2025. 476 funds tracked by Wall St. Rank hold IYR as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining iShares US Real Estate ETF position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 190 iShares US Real Estate ETF shares in Q4 2025, an estimated $18.4K.
  • Heartwood Wealth Advisors first reported a position in iShares US Real Estate ETF in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's iShares US Real Estate ETF position peaked at $18.4K in Q3 2025.
  • 476 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.