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Medallion Wealth Advisors’s iShares US Real Estate ETF IYR Stock Holding History

Medallion Wealth Advisors’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
Q4 		– Sell
-15
Closed -$1.45K – 1132
2025
Q3 		$1.45K Hold
15
– – ﹤0.01% 1007
2025
Q2 		$1.42K Hold
15
– – ﹤0.01% 995
2025
Q1 		$1.42K Hold
15
– – ﹤0.01% 956
2024
Q4 		$1.37K Buy
+15
New +$1.48K ﹤0.01% 902

Other funds holding IYR

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Medallion Wealth Advisors's IYR Position: Q4 2025 in Review

Medallion Wealth Advisors sold out of iShares US Real Estate ETF (IYR) in Q4 2025, closing a stake of 15 shares — an estimated $1.45K sold.

Medallion Wealth Advisors first reported a position in IYR in Q4 2024 and held it in 4 quarters. The position peaked at $1.45K in Q3 2025. 475 funds tracked by Wall St. Rank hold IYR as of Q4 2025.

  • Medallion Wealth Advisors reported no remaining iShares US Real Estate ETF position as of Q4 2025 after selling out during the quarter.
  • Medallion Wealth Advisors sold 15 iShares US Real Estate ETF shares in Q4 2025, an estimated $1.45K.
  • Medallion Wealth Advisors first reported a position in iShares US Real Estate ETF in Q4 2024 and held it in 4 quarters.
  • Medallion Wealth Advisors's iShares US Real Estate ETF position peaked at $1.45K in Q3 2025.
  • 475 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2025.

Based on Medallion Wealth Advisors's 13F filing for Q4 2025, filed 24 Apr 2026.