LWANC
IYR icon

Laurel Wealth Advisors (North Carolina)’s iShares US Real Estate ETF IYR Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
-7
Closed -$652 – 722
2024
Q4 		$652 Hold
7
– – ﹤0.01% 686
2024
Q3 		$714 Hold
7
– – ﹤0.01% 646
2024
Q2 		$615 Hold
7
– – ﹤0.01% 606
2024
Q1 		$630 Hold
7
– – ﹤0.01% 592
2023
Q4 		$640 Hold
7
– – ﹤0.01% 530
2023
Q3 		$547 Hold
7
– – ﹤0.01% 539
2023
Q2 		$606 Hold
7
– – ﹤0.01% 541
2023
Q1 		$595 Hold
7
– – ﹤0.01% 544
2022
Q4 		$590 Hold
7
– – ﹤0.01% 519
2022
Q3 		$1K Hold
7
– – ﹤0.01% 516
2022
Q2 		$1K Hold
7
– – ﹤0.01% 593
2022
Q1 		$1K Hold
7
– – ﹤0.01% 633
2021
Q4 		$1K Hold
7
– – ﹤0.01% 634
2021
Q3 		$1K Hold
7
– – ﹤0.01% 643
2021
Q2 		$1K Hold
7
– – ﹤0.01% 722
2021
Q1 		$1K Hold
7
– – ﹤0.01% 645
2020
Q4 		$1K Hold
7
– – ﹤0.01% 571
2020
Q3 		$1K Hold
7
– – ﹤0.01% 509
2020
Q2 		$1K Hold
7
– – ﹤0.01% 497
2020
Q1 		$0 Hold
7
– – ﹤0.01% 540
2019
Q4 		$1K Hold
7
– – ﹤0.01% 509
2019
Q3 		$1K Hold
7
– – ﹤0.01% 495
2019
Q2 		$1K Hold
7
– – ﹤0.01% 500
2019
Q1 		$1K Hold
7
– – ﹤0.01% 473
2018
Q4 		$1K Buy
+7
New +$550 ﹤0.01% 482

Other funds holding IYR

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s IYR Position: Q1 2025 in Review

Laurel Wealth Advisors (North Carolina) sold out of iShares US Real Estate ETF (IYR) in Q1 2025, closing a stake of 7 shares — an estimated $652 sold.

Laurel Wealth Advisors (North Carolina) first reported a position in IYR in Q4 2018 and held it in 25 quarters. The position peaked at $1K in Q3 2022. 480 funds tracked by Wall St. Rank hold IYR as of Q1 2025.

  • Laurel Wealth Advisors (North Carolina) reported no remaining iShares US Real Estate ETF position as of Q1 2025 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 7 iShares US Real Estate ETF shares in Q1 2025, an estimated $652.
  • Laurel Wealth Advisors (North Carolina) first reported a position in iShares US Real Estate ETF in Q4 2018 and held it in 25 quarters.
  • Laurel Wealth Advisors (North Carolina)'s iShares US Real Estate ETF position peaked at $1K in Q3 2022.
  • 480 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2025.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2025, filed 15 Apr 2025.