KWMG LLC’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 |
-2,349
| Closed | -$219K | – | 144 |
|
|
2024
Q4 | $219K | Buy |
+2,349
| New | +$232K | 0.02% | 137 |
|
|
2024
Q1 | – | Sell |
-2,337
| Closed | -$214K | – | 132 |
|
|
2023
Q4 | $214K | Sell |
2,337
-436
| -16% | -$35.7K | 0.03% | 137 |
|
|
2023
Q3 | $217K | Sell |
2,773
-1,655
| -37% | -$141K | 0.03% | 131 |
|
|
2023
Q2 | $383K | Sell |
4,428
-1,347
| -23% | -$113K | 0.05% | 118 |
|
|
2023
Q1 | $490K | Sell |
5,775
-900
| -13% | -$78.7K | 0.07% | 117 |
|
|
2022
Q4 | $562K | Sell |
6,675
-1,373
| -17% | -$115K | 0.08% | 114 |
|
|
2022
Q3 | $655K | Buy |
8,048
+27
| +0.3% | +$2.56K | 0.1% | 112 |
|
|
2022
Q2 | $738K | Sell |
8,021
-1,063
| -12% | -$106K | 0.11% | 112 |
|
|
2022
Q1 | $983K | Buy |
9,084
+589
| +7% | +$62.2K | 0.13% | 108 |
|
|
2021
Q4 | $987K | Sell |
8,495
-1,317
| -13% | -$144K | 0.13% | 109 |
|
|
2021
Q3 | $1M | Sell |
9,812
-765
| -7% | -$81.4K | 0.15% | 105 |
|
|
2021
Q2 | $1.1M | Sell |
10,577
-1,012
| -9% | -$100K | 0.16% | 105 |
|
|
2021
Q1 | $1.06M | Sell |
11,589
-5,425
| -32% | -$476K | 0.17% | 105 |
|
|
2020
Q4 | $1.46M | Sell |
17,014
-1
| -0% | -$83 | 0.26% | 101 |
|
|
2020
Q3 | $1.36M | Sell |
17,015
-680
| -4% | -$54.9K | 0.27% | 92 |
|
|
2020
Q2 | $1.4M | Buy |
17,695
+558
| +3% | +$42.3K | 0.3% | 91 |
|
|
2020
Q1 | $1.19M | Sell |
17,137
-1,022
| -6% | -$90.5K | 0.32% | 84 |
|
|
2019
Q4 | $1.69M | Buy |
18,159
+52
| +0.3% | +$4.82K | 0.37% | 77 |
|
|
2019
Q3 | $1.69M | Sell |
18,107
-451
| -2% | -$41.1K | 0.41% | 75 |
|
|
2019
Q2 | $1.62M | Sell |
18,558
-236
| -1% | -$20.7K | 0.39% | 74 |
|
|
2019
Q1 | $1.64M | Sell |
18,794
-1,387
| -7% | -$115K | 0.41% | 74 |
|
|
2018
Q4 | $1.51M | Buy |
20,181
+2,282
| +13% | +$179K | 0.41% | 78 |
|
|
2018
Q3 | $1.43M | Hold |
17,899
| – | – | 0.37% | 79 |
|
|
2018
Q2 | $1.44M | Sell |
17,899
-45
| -0.3% | -$3.47K | 0.39% | 81 |
|
|
2018
Q1 | $1.35M | Sell |
17,944
-136
| -0.8% | -$10.3K | 0.4% | 77 |
|
|
2017
Q4 | $1.47M | Buy |
18,080
+910
| +5% | +$73.9K | 0.44% | 76 |
|
|
2017
Q3 | $1.37M | Sell |
17,170
-326
| -2% | -$26.2K | 0.45% | 78 |
|
|
2017
Q2 | $1.4M | Sell |
17,496
-149
| -0.8% | -$11.9K | 0.49% | 80 |
|
|
2017
Q1 | $1.39M | Sell |
17,645
-4,093
| -19% | -$319K | 0.53% | 71 |
|
|
2016
Q4 | $1.67M | Sell |
21,738
-908
| -4% | -$69K | 0.73% | 36 |
|
|
2016
Q3 | $1.83M | Sell |
22,646
-301
| -1% | -$24.9K | 0.89% | 32 |
|
|
2016
Q2 | $1.89M | Sell |
22,947
-239
| -1% | -$18.7K | 1.02% | 25 |
|
|
2016
Q1 | $1.8M | Hold |
23,186
| – | – | 1.06% | 23 |
|
|
2015
Q4 | $1.74M | Sell |
23,186
-983
| -4% | -$73.4K | 1.18% | 21 |
|
|
2015
Q3 | $1.72M | Sell |
24,169
-488
| -2% | -$35.6K | 1.29% | 21 |
|
|
2015
Q2 | $1.76M | Sell |
24,657
-6
| -0% | -$455 | 1.29% | 19 |
|
|
2015
Q1 | $1.88M | Hold |
24,663
| – | – | 1.5% | 18 |
|
|
2014
Q4 | $1.97M | Buy |
+24,663
| New | +$1.84M | 1.64% | 16 |
|
Other funds holding IYR
WI
CWM
KWMG LLC's IYR Position: Q1 2025 in Review
KWMG LLC sold out of iShares US Real Estate ETF (IYR) in Q1 2025, closing a stake of 2,349 shares — an estimated $219K sold.
KWMG LLC first reported a position in IYR in Q4 2014 and held it in 38 quarters. The position peaked at $1.97M in Q4 2014. 481 funds tracked by Wall St. Rank hold IYR as of Q1 2025.
- KWMG LLC reported no remaining iShares US Real Estate ETF position as of Q1 2025 after selling out during the quarter.
- KWMG LLC sold 2,349 iShares US Real Estate ETF shares in Q1 2025, an estimated $219K.
- KWMG LLC first reported a position in iShares US Real Estate ETF in Q4 2014 and held it in 38 quarters.
- KWMG LLC's iShares US Real Estate ETF position peaked at $1.97M in Q4 2014.
- 481 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2025.
Based on KWMG LLC's 13F filing for Q1 2025, filed 9 Apr 2025.