Lowe Wealth Advisors’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
Q3 | $15.3K | Hold |
158
| – | – | 0.01% | 231 |
|
|
2025
Q2 | $15K | Hold |
158
| – | – | 0.01% | 224 |
|
|
2025
Q1 | $15.1K | Hold |
158
| – | – | 0.01% | 222 |
|
|
2024
Q4 | $14.7K | Hold |
158
| – | – | 0.01% | 205 |
|
|
2024
Q3 | $16.1K | Hold |
158
| – | – | 0.01% | 186 |
|
|
2024
Q2 | $13.9K | Hold |
158
| – | – | 0.01% | 199 |
|
|
2024
Q1 | $14.2K | Hold |
158
| – | – | 0.01% | 187 |
|
|
2023
Q4 | $14.4K | Hold |
158
| – | – | 0.01% | 184 |
|
|
2023
Q3 | $12.3K | Hold |
158
| – | – | 0.01% | 187 |
|
|
2023
Q2 | $13.7K | Hold |
158
| – | – | 0.01% | 194 |
|
|
2023
Q1 | $13.4K | Hold |
158
| – | – | 0.01% | 185 |
|
|
2022
Q4 | $13.3K | Hold |
158
| – | – | 0.01% | 192 |
|
|
2022
Q3 | $13K | Hold |
158
| – | – | 0.01% | 178 |
|
|
2022
Q2 | $15K | Hold |
158
| – | – | 0.01% | 157 |
|
|
2022
Q1 | $17K | Hold |
158
| – | – | 0.01% | 161 |
|
|
2021
Q4 | $18K | Hold |
158
| – | – | 0.01% | 154 |
|
|
2021
Q3 | $16K | Hold |
158
| – | – | 0.01% | 154 |
|
|
2021
Q2 | $16K | Hold |
158
| – | – | 0.01% | 153 |
|
|
2021
Q1 | $15K | Hold |
158
| – | – | 0.01% | 151 |
|
|
2020
Q4 | $14K | Hold |
158
| – | – | 0.01% | 150 |
|
|
2020
Q3 | $13K | Hold |
158
| – | – | 0.01% | 145 |
|
|
2020
Q2 | $12K | Hold |
158
| – | – | 0.01% | 137 |
|
|
2020
Q1 | $11K | Hold |
158
| – | – | 0.01% | 138 |
|
|
2019
Q4 | $15K | Buy |
+158
| New | +$14.6K | 0.01% | 133 |
|
|
2017
Q1 | – | Sell |
-34,911
| Closed | -$2.69M | – | 234 |
|
|
2016
Q4 | $2.69M | Buy |
34,911
+120
| +0.3% | +$9.12K | 1.84% | 14 |
|
|
2016
Q3 | $2.81M | Sell |
34,791
-289
| -0.8% | -$23.9K | 1.9% | 15 |
|
|
2016
Q2 | $2.89M | Sell |
35,080
-219
| -0.6% | -$17.2K | 1.94% | 15 |
|
|
2016
Q1 | $2.75M | Buy |
35,299
+978
| +3% | +$71K | 1.89% | 15 |
|
|
2015
Q4 | $2.58M | Buy |
34,321
+230
| +0.7% | +$17.2K | 1.75% | 16 |
|
|
2015
Q3 | $2.42M | Buy |
34,091
+33,765
| +10,357% | +$2.46M | 1.83% | 14 |
|
|
2015
Q2 | $23K | Buy |
326
+95
| +41% | +$7.2K | 0.02% | 96 |
|
|
2015
Q1 | $18K | Hold |
231
| – | – | 0.01% | 103 |
|
|
2014
Q4 | $18K | Buy |
+231
| New | +$17.3K | 0.01% | 103 |
|
Other funds holding IYR
WI
CBU
Lowe Wealth Advisors's IYR Position: Q3 2025 in Review
Lowe Wealth Advisors held its iShares US Real Estate ETF (IYR) position steady in Q3 2025 at 158 shares worth $15.3K. The position accounts for 0.01% of the portfolio, ranked #231.
Lowe Wealth Advisors first reported a position in IYR in Q4 2014 and has held it in 33 quarters since. The position peaked at $2.89M in Q2 2016. 467 funds tracked by Wall St. Rank hold IYR as of Q3 2025.
- Lowe Wealth Advisors held 158 shares of iShares US Real Estate ETF worth $15.3K as of Q3 2025.
- Lowe Wealth Advisors left its iShares US Real Estate ETF share count unchanged in Q3 2025.
- iShares US Real Estate ETF made up 0.01% of Lowe Wealth Advisors's portfolio in Q3 2025, its #231 holding.
- Lowe Wealth Advisors first reported a position in iShares US Real Estate ETF in Q4 2014 and has held it in 33 quarters since.
- Lowe Wealth Advisors's iShares US Real Estate ETF position peaked at $2.89M in Q2 2016.
- 467 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2025.
Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.