Iron Horse Wealth Management’s iShares US Real Estate ETF IYR Stock Holding History

Iron Horse Wealth Management’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 Q2	$532	Hold	6	–	–	﹤0.01%	549
2025 Q1	$535	Hold	6	–	–	﹤0.01%	551
2024 Q4	$518	Hold	6	–	–	﹤0.01%	462
2024 Q3	$562	Buy	6 +1	+20%	+$96	﹤0.01%	460
2024 Q2	$481	Hold	5	–	–	﹤0.01%	441
2024 Q1	$490	Hold	5	–	–	﹤0.01%	429
2023 Q4	$496	Hold	5	–	–	﹤0.01%	454
2023 Q3	$416	Hold	5	–	–	﹤0.01%	473
2023 Q2	$460	Hold	5	–	–	﹤0.01%	286
2023 Q1	$449	Hold	5	–	–	﹤0.01%	320
2022 Q4	$0	Buy	+5	New	+$420	﹤0.01%	260
2022 Q2	–	Sell	-4	Closed	–	–	290
2022 Q1	$0	Hold	4	–	–	﹤0.01%	247
2021 Q4	$0	Hold	4	–	–	﹤0.01%	233
2021 Q3	$0	Hold	4	–	–	﹤0.01%	222
2021 Q2	$0	Hold	4	–	–	﹤0.01%	201
2021 Q1	$0	Hold	4	–	–	﹤0.01%	194
2020 Q4	$0	Buy	+4	New	+$333	﹤0.01%	182

Other funds holding IYR

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

CWM

CIBC World Markets New York $20.8B AUM

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

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

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

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Iron Horse Wealth Management's IYR Position: Q2 2025 in Review

Iron Horse Wealth Management held its iShares US Real Estate ETF (IYR) position steady in Q2 2025 at 6 shares worth $532. The position accounts for ﹤0.01% of the portfolio, ranked #549.

Iron Horse Wealth Management first reported a position in IYR in Q4 2020 and has held it in 17 quarters since. The position peaked at $562 in Q3 2024. 476 funds tracked by Wall St. Rank hold IYR as of Q2 2025.

Iron Horse Wealth Management held 6 shares of iShares US Real Estate ETF worth $532 as of Q2 2025.
Iron Horse Wealth Management left its iShares US Real Estate ETF share count unchanged in Q2 2025.
iShares US Real Estate ETF made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #549 holding.
Iron Horse Wealth Management first reported a position in iShares US Real Estate ETF in Q4 2020 and has held it in 17 quarters since.
Iron Horse Wealth Management's iShares US Real Estate ETF position peaked at $562 in Q3 2024.
476 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.