IHT Wealth Management’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
Q2 | – | Sell |
-2,091
| Closed | -$200K | – | 1174 |
|
|
2025
Q1 | $200K | Sell |
2,091
-361
| -15% | -$34.3K | 0.01% | 1040 |
|
|
2024
Q4 | $228K | Sell |
2,452
-789
| -24% | -$77.8K | 0.01% | 969 |
|
|
2024
Q3 | $329K | Buy |
+3,241
| New | +$312K | 0.01% | 879 |
|
|
2024
Q2 | – | Sell |
-3,324
| Closed | -$299K | – | 1054 |
|
|
2024
Q1 | $299K | Buy |
3,324
+453
| +16% | +$40.1K | 0.01% | 804 |
|
|
2023
Q4 | $262K | Hold |
2,871
| – | – | 0.01% | 816 |
|
|
2023
Q3 | $224K | Buy |
+2,871
| New | +$245K | 0.01% | 839 |
|
|
2023
Q2 | – | Sell |
-2,547
| Closed | -$216K | – | 995 |
|
|
2023
Q1 | $216K | Sell |
2,547
-50
| -2% | -$4.37K | 0.01% | 824 |
|
|
2022
Q4 | $219K | Hold |
2,597
| – | – | 0.01% | 787 |
|
|
2022
Q3 | $211K | Buy |
2,597
+57
| +2% | +$5.4K | 0.02% | 763 |
|
|
2022
Q2 | $234K | Hold |
2,540
| – | – | 0.02% | 612 |
|
|
2022
Q1 | $275K | Sell |
2,540
-526
| -17% | -$55.5K | 0.02% | 598 |
|
|
2021
Q4 | $356K | Sell |
3,066
-927
| -23% | -$102K | 0.03% | 546 |
|
|
2021
Q3 | $409K | Sell |
3,993
-1,091
| -21% | -$116K | 0.03% | 491 |
|
|
2021
Q2 | $518K | Sell |
5,084
-195
| -4% | -$19.4K | 0.03% | 521 |
|
|
2021
Q1 | $485K | Sell |
5,279
-2,064
| -28% | -$181K | 0.03% | 469 |
|
|
2020
Q4 | $629K | Sell |
7,343
-9,639
| -57% | -$802K | 0.05% | 340 |
|
|
2020
Q3 | $1.36M | Sell |
16,982
-1,950
| -10% | -$157K | 0.14% | 160 |
|
|
2020
Q2 | $1.49M | Sell |
18,932
-4,028
| -18% | -$305K | 0.2% | 111 |
|
|
2020
Q1 | $1.6M | Buy |
22,960
+663
| +3% | +$58.7K | 0.23% | 106 |
|
|
2019
Q4 | $2.08M | Buy |
22,297
+17,729
| +388% | +$1.64M | 0.25% | 93 |
|
|
2019
Q3 | $427K | Buy |
4,568
+1,111
| +32% | +$101K | 0.06% | 349 |
|
|
2019
Q2 | $302K | Buy |
3,457
+115
| +3% | +$10.1K | 0.04% | 396 |
|
|
2019
Q1 | $291K | Buy |
+3,342
| New | +$276K | 0.05% | 369 |
|
|
2018
Q2 | – | Sell |
-82
| Closed | -$6K | – | 905 |
|
|
2018
Q1 | $6K | Sell |
82
-122
| -60% | -$9.26K | ﹤0.01% | 1301 |
|
|
2017
Q4 | $16K | Buy |
204
+97
| +91% | +$7.88K | ﹤0.01% | 1051 |
|
|
2017
Q3 | $9K | Sell |
107
-71
| -40% | -$5.7K | ﹤0.01% | 987 |
|
|
2017
Q2 | $5 | Hold |
178
| – | – | ﹤0.01% | 1100 |
|
|
2017
Q1 | $28K | Buy |
178
+71
| +66% | +$5.54K | 0.02% | 559 |
|
|
2016
Q4 | $8K | Buy |
+107
| New | +$8.13K | 0.01% | 839 |
|
Other funds holding IYR
WI
CWM
IHT Wealth Management's IYR Position: Q2 2025 in Review
IHT Wealth Management sold out of iShares US Real Estate ETF (IYR) in Q2 2025, closing a stake of 2,091 shares — an estimated $200K sold.
IHT Wealth Management first reported a position in IYR in Q4 2016 and held it in 29 quarters. The position peaked at $2.08M in Q4 2019. 476 funds tracked by Wall St. Rank hold IYR as of Q2 2025.
- IHT Wealth Management reported no remaining iShares US Real Estate ETF position as of Q2 2025 after selling out during the quarter.
- IHT Wealth Management sold 2,091 iShares US Real Estate ETF shares in Q2 2025, an estimated $200K.
- IHT Wealth Management first reported a position in iShares US Real Estate ETF in Q4 2016 and held it in 29 quarters.
- IHT Wealth Management's iShares US Real Estate ETF position peaked at $2.08M in Q4 2019.
- 476 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2025.
Based on IHT Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.