High Falls Advisors’s iShares US Real Estate ETF IYR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,352
| Closed | -$219K | – | 129 |
|
|
2024
Q4 | $219K | Sell |
2,352
-206
| -8% | -$20.3K | 0.05% | 111 |
|
|
2024
Q3 | $261K | Sell |
2,558
-1,101
| -30% | -$106K | 0.06% | 98 |
|
|
2024
Q2 | $321K | Sell |
3,659
-302
| -8% | -$25.9K | 0.08% | 84 |
|
|
2024
Q1 | $356K | Buy |
3,961
+3
| +0.1% | +$265 | 0.09% | 80 |
|
|
2023
Q4 | $362K | Sell |
3,958
-472
| -11% | -$38.6K | 0.1% | 68 |
|
|
2023
Q3 | $346K | Sell |
4,430
-1,927
| -30% | -$164K | 0.1% | 66 |
|
|
2023
Q2 | $550K | Sell |
6,357
-1,110
| -15% | -$93.2K | 0.16% | 49 |
|
|
2023
Q1 | $634K | Sell |
7,467
-487
| -6% | -$42.6K | 0.19% | 43 |
|
|
2022
Q4 | $670K | Sell |
7,954
-2,045
| -20% | -$172K | 0.21% | 43 |
|
|
2022
Q3 | $814K | Buy |
9,999
+18
| +0.2% | +$1.7K | 0.27% | 37 |
|
|
2022
Q2 | $918K | Sell |
9,981
-298
| -3% | -$29.7K | 0.29% | 38 |
|
|
2022
Q1 | $1.11M | Sell |
10,279
-1,361
| -12% | -$144K | 0.3% | 33 |
|
|
2021
Q4 | $1.35M | Sell |
11,640
-939
| -7% | -$103K | 0.35% | 32 |
|
|
2021
Q3 | $1.29M | Sell |
12,579
-256
| -2% | -$27.2K | 0.35% | 31 |
|
|
2021
Q2 | $1.31M | Sell |
12,835
-14,193
| -53% | -$1.41M | 0.35% | 32 |
|
|
2021
Q1 | $2.48M | Sell |
27,028
-22,402
| -45% | -$1.97M | 0.71% | 33 |
|
|
2020
Q4 | $4.23M | Sell |
49,430
-12,317
| -20% | -$1.03M | 1.23% | 27 |
|
|
2020
Q3 | $5M | Sell |
61,747
-10,763
| -15% | -$869K | 1.74% | 25 |
|
|
2020
Q2 | $5.71M | Sell |
72,510
-75,235
| -51% | -$5.7M | 2.13% | 19 |
|
|
2020
Q1 | $10.3M | Sell |
147,745
-699
| -0.5% | -$61.9K | 4.1% | 12 |
|
|
2019
Q4 | $13.8M | Buy |
148,444
+10,860
| +8% | +$1.01M | 3.88% | 12 |
|
|
2019
Q3 | $12.9M | Buy |
137,584
+5,651
| +4% | +$515K | 3.99% | 12 |
|
|
2019
Q2 | $11.5M | Buy |
131,933
+7,329
| +6% | +$642K | 3.73% | 13 |
|
|
2019
Q1 | $10.8M | Buy |
124,604
+8,932
| +8% | +$739K | 3.71% | 13 |
|
|
2018
Q4 | $8.67M | Sell |
115,672
-4,110
| -3% | -$323K | 3.35% | 11 |
|
|
2018
Q3 | $9.59M | Buy |
119,782
+2,358
| +2% | +$192K | 3.24% | 15 |
|
|
2018
Q2 | $9.46M | Sell |
117,424
-63,249
| -35% | -$4.87M | 3.25% | 13 |
|
|
2018
Q1 | $13.6M | Buy |
180,673
+14,372
| +9% | +$1.09M | 4.88% | 10 |
|
|
2017
Q4 | $13.5M | Buy |
166,301
+7,242
| +5% | +$588K | 4.77% | 9 |
|
|
2017
Q3 | $12.7M | Buy |
159,059
+5,040
| +3% | +$405K | 4.77% | 9 |
|
|
2017
Q2 | $12.3M | Buy |
154,019
+141,986
| +1,180% | +$11.3M | 4.81% | 9 |
|
|
2017
Q1 | $944K | Buy |
12,033
+5,501
| +84% | +$429K | 0.41% | 28 |
|
|
2016
Q4 | $503K | Sell |
6,532
-154,659
| -96% | -$11.8M | 0.23% | 39 |
|
|
2016
Q3 | $13M | Sell |
161,191
-72,659
| -31% | -$6.02M | 4.83% | 12 |
|
|
2016
Q2 | $17.6M | Buy |
233,850
+33,501
| +17% | +$2.63M | 4.98% | 11 |
|
|
2016
Q1 | $15.6M | Sell |
200,349
-33,501
| -14% | -$2.43M | 5.4% | 9 |
|
|
2015
Q4 | $17.6M | Buy |
+233,850
| New | +$17.5M | 4.98% | 11 |
|
Other funds holding IYR
WI
CWM
High Falls Advisors's IYR Position: Q1 2025 in Review
High Falls Advisors sold out of iShares US Real Estate ETF (IYR) in Q1 2025, closing a stake of 2,352 shares — an estimated $219K sold.
High Falls Advisors first reported a position in IYR in Q4 2015 and held it in 37 quarters. The position peaked at $17.6M in Q2 2016. 481 funds tracked by Wall St. Rank hold IYR as of Q1 2025.
- High Falls Advisors reported no remaining iShares US Real Estate ETF position as of Q1 2025 after selling out during the quarter.
- High Falls Advisors sold 2,352 iShares US Real Estate ETF shares in Q1 2025, an estimated $219K.
- High Falls Advisors first reported a position in iShares US Real Estate ETF in Q4 2015 and held it in 37 quarters.
- High Falls Advisors's iShares US Real Estate ETF position peaked at $17.6M in Q2 2016.
- 481 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2025.
Based on High Falls Advisors's 13F filing for Q1 2025, filed 13 May 2025.