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Landaas & Company’s iShares US Real Estate ETF IYR Stock Holding History

Landaas & Company’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
-2,001
Closed -$204K – 92
2024
Q3 		$204K Buy
+2,001
New +$193K 0.06% 85
2024
Q1 		– Sell
-2,426
Closed -$222K – 87
2023
Q4 		$222K Sell
2,426
-1,481
-38% -$121K 0.08% 70
2023
Q3 		$305K Sell
3,907
-180
-4% -$15.3K 0.13% 50
2023
Q2 		$354K Hold
4,087
– – 0.16% 43
2023
Q1 		$347K Hold
4,087
– – 0.17% 42
2022
Q4 		$344K Hold
4,087
– – 0.19% 38
2022
Q3 		$333K Hold
4,087
– – 0.21% 38
2022
Q2 		$376K Sell
4,087
-629
-13% -$62.7K 0.23% 39
2022
Q1 		$548K Hold
4,716
– – 0.29% 32
2021
Q4 		$548K Sell
4,716
-299
-6% -$32.8K 0.29% 32
2021
Q3 		$513K Sell
5,015
-1,308
-21% -$139K 0.3% 29
2021
Q2 		$645K Hold
6,323
– – 0.36% 23
2021
Q1 		$581K Hold
6,323
– – 0.35% 28
2020
Q4 		$542K Hold
6,323
– – 0.37% 26
2020
Q3 		$505K Hold
6,323
– – 0.38% 24
2020
Q2 		$498K Hold
6,323
– – 0.4% 25
2020
Q1 		$491K Sell
6,323
-366
-5% -$32.4K 0.41% 27
2019
Q4 		$623K Sell
6,689
-1,476
-18% -$137K 0.44% 23
2019
Q3 		$764K Sell
8,165
-469
-5% -$42.7K 0.56% 20
2019
Q2 		$754K Sell
8,634
-229
-3% -$20K 0.54% 20
2019
Q1 		$771K Buy
8,863
+470
+6% +$38.9K 0.56% 19
2018
Q4 		$629K Sell
8,393
-788
-9% -$61.9K 0.52% 20
2018
Q3 		$735K Sell
9,181
-63
-0.7% -$5.14K 0.57% 18
2018
Q2 		$745K Sell
9,244
-340
-4% -$26.2K 0.6% 15
2018
Q1 		$723K Sell
9,584
-50
-0.5% -$3.79K 0.73% 14
2017
Q4 		$780K Hold
9,634
– – 0.67% 13
2017
Q3 		$770K Buy
+9,634
New +$774K 0.68% 15

Other funds holding IYR

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Landaas & Company's IYR Position: Q4 2024 in Review

Landaas & Company sold out of iShares US Real Estate ETF (IYR) in Q4 2024, closing a stake of 2,001 shares — an estimated $204K sold.

Landaas & Company first reported a position in IYR in Q3 2017 and held it in 27 quarters. The position peaked at $780K in Q4 2017. 515 funds tracked by Wall St. Rank hold IYR as of Q4 2024.

  • Landaas & Company reported no remaining iShares US Real Estate ETF position as of Q4 2024 after selling out during the quarter.
  • Landaas & Company sold 2,001 iShares US Real Estate ETF shares in Q4 2024, an estimated $204K.
  • Landaas & Company first reported a position in iShares US Real Estate ETF in Q3 2017 and held it in 27 quarters.
  • Landaas & Company's iShares US Real Estate ETF position peaked at $780K in Q4 2017.
  • 515 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2024.

Based on Landaas & Company's 13F filing for Q4 2024, filed 27 Feb 2025.