Householder Group Estate & Retirement Specialist’s iShares US Real Estate ETF IYR Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	–	Sell	-1,334	Closed	-$135K	–	883
2024 Q3	$135K	Sell	1,334 -35	-3%	-$3.37K	0.04%	308
2024 Q2	$120K	Buy	1,369 +9	+0.7%	+$772	0.03%	319
2024 Q1	$122K	Buy	1,360 +5	+0.4%	+$442	0.04%	316
2023 Q4	$123K	Buy	1,355 +25	+2%	+$2.05K	0.04%	303
2023 Q3	$104K	Buy	+1,330	New	+$113K	0.04%	308
2023 Q1	$112K	Buy	+1,324	New	+$116K	0.04%	286
2022 Q4	–	Sell	-1,695	Closed	-$138K	–	732
2022 Q3	$138K	Buy	+1,695	New	+$160K	0.06%	214
2022 Q1	–	Sell	-1,795	Closed	-$208K	–	200
2021 Q4	$208K	Buy	+1,795	New	+$197K	0.08%	188

Other funds holding IYR

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

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

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

CWM

CIBC World Markets New York $20.8B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's IYR Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of iShares US Real Estate ETF (IYR) in Q4 2024, closing a stake of 1,334 shares — an estimated $135K sold.

Householder Group Estate & Retirement Specialist first reported a position in IYR in Q4 2021 and held it in 8 quarters. The position peaked at $208K in Q4 2021. 515 funds tracked by Wall St. Rank hold IYR as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining iShares US Real Estate ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 1,334 iShares US Real Estate ETF shares in Q4 2024, an estimated $135K.
Householder Group Estate & Retirement Specialist first reported a position in iShares US Real Estate ETF in Q4 2021 and held it in 8 quarters.
Householder Group Estate & Retirement Specialist's iShares US Real Estate ETF position peaked at $208K in Q4 2021.
515 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.