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Macroview Investment Management’s iShares US Real Estate ETF IYR Stock Holding History

Macroview Investment 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
2024
Q4 		– Sell
-559
Closed -$56.9K – 315
2024
Q3 		$56.9K Hold
559
– – 0.06% 127
2024
Q2 		$49K Sell
559
-434
-44% -$37.2K 0.05% 130
2024
Q1 		$89.3K Hold
993
– – 0.1% 112
2023
Q4 		$90.8K Sell
993
-356
-26% -$29.1K 0.11% 109
2023
Q3 		$105K Sell
1,349
-9
-0.7% -$767 0.14% 87
2023
Q2 		$118K Sell
1,358
-10
-0.7% -$840 0.18% 64
2023
Q1 		$116K Sell
1,368
-1,170
-46% -$102K 0.19% 63
2022
Q4 		$214K Buy
2,538
+2,529
+28,100% +$212K 0.37% 46
2022
Q3 		$1K Hold
9
– – ﹤0.01% 369
2022
Q2 		$1K Hold
9
– – ﹤0.01% 397
2022
Q1 		$1K Hold
9
– – ﹤0.01% 388
2021
Q4 		$1K Hold
9
– – ﹤0.01% 353
2021
Q3 		$1K Buy
+9
New +$958 ﹤0.01% 343
2018
Q2 		– Sell
-34
Closed -$3K – 295
2018
Q1 		$3K Buy
+34
New +$2.58K 0.01% 162
2014
Q4 		– Sell
-50
Closed -$3K – 237
2014
Q3 		$3K Buy
+50
New +$3.62K ﹤0.01% 124

Other funds holding IYR

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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 $12.8B AUM 19.73% 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

Macroview Investment Management's IYR Position: Q4 2024 in Review

Macroview Investment Management sold out of iShares US Real Estate ETF (IYR) in Q4 2024, closing a stake of 559 shares — an estimated $56.9K sold.

Macroview Investment Management first reported a position in IYR in Q3 2014 and held it in 15 quarters. The position peaked at $214K in Q4 2022. 515 funds tracked by Wall St. Rank hold IYR as of Q4 2024.

  • Macroview Investment Management reported no remaining iShares US Real Estate ETF position as of Q4 2024 after selling out during the quarter.
  • Macroview Investment Management sold 559 iShares US Real Estate ETF shares in Q4 2024, an estimated $56.9K.
  • Macroview Investment Management first reported a position in iShares US Real Estate ETF in Q3 2014 and held it in 15 quarters.
  • Macroview Investment Management's iShares US Real Estate ETF position peaked at $214K in Q4 2022.
  • 515 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2024.

Based on Macroview Investment Management's 13F filing for Q4 2024, filed 31 Jan 2025.