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

Kingsview 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 Q1	–	Sell	-37,064	Closed	-$3.45M	–	1144
2024 Q4	$3.45M	Buy	+37,064	New	+$3.65M	0.07%	271
2022 Q3	–	Sell	-2,383	Closed	-$219K	–	855
2022 Q2	$219K	Sell	2,383 -1,199	-33%	-$120K	0.01%	743
2022 Q1	$388K	Buy	3,582 +1,243	+53%	+$131K	0.02%	629
2021 Q4	$272K	Buy	2,339 +155	+7%	+$17K	0.01%	770
2021 Q3	$224K	Buy	2,184 +38	+2%	+$4.04K	0.01%	770
2021 Q2	$220K	Sell	2,146 -4	-0.2%	-$397	0.01%	801
2021 Q1	$201K	Buy	+2,150	New	+$189K	0.01%	773
2020 Q4	–	Sell	-3,375	Closed	-$269K	–	757
2020 Q3	$269K	Buy	3,375 +195	+6%	+$15.8K	0.02%	501
2020 Q2	$251K	Buy	+3,180	New	+$241K	0.03%	477

Other funds holding IYR

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

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

CWM

CIBC World Markets New York $20.8B AUM

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Kingsview Wealth Management's IYR Position: Q1 2025 in Review

Kingsview Wealth Management sold out of iShares US Real Estate ETF (IYR) in Q1 2025, closing a stake of 37,064 shares — an estimated $3.45M sold.

Kingsview Wealth Management first reported a position in IYR in Q2 2020 and held it in 9 quarters. The position peaked at $3.45M in Q4 2024. 480 funds tracked by Wall St. Rank hold IYR as of Q1 2025.

Kingsview Wealth Management reported no remaining iShares US Real Estate ETF position as of Q1 2025 after selling out during the quarter.
Kingsview Wealth Management sold 37,064 iShares US Real Estate ETF shares in Q1 2025, an estimated $3.45M.
Kingsview Wealth Management first reported a position in iShares US Real Estate ETF in Q2 2020 and held it in 9 quarters.
Kingsview Wealth Management's iShares US Real Estate ETF position peaked at $3.45M in Q4 2024.
480 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2025.

Based on Kingsview Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.