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

Midland 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 Q1	–	Sell	-2,298	Closed	-$214K	–	186
2024 Q4	$214K	Sell	2,298 -472	-17%	-$46.5K	0.01%	186
2024 Q3	$282K	Hold	2,770	–	–	0.02%	169
2024 Q2	$243K	Sell	2,770 -709	-20%	-$60.8K	0.01%	188
2024 Q1	$313K	Buy	3,479 +505	+17%	+$44.6K	0.02%	162
2023 Q4	$272K	Buy	+2,974	New	+$243K	0.02%	162

Other funds holding IYR

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

CWM

CIBC World Markets New York $20.8B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Midland Wealth Advisors's IYR Position: Q1 2025 in Review

Midland Wealth Advisors sold out of iShares US Real Estate ETF (IYR) in Q1 2025, closing a stake of 2,298 shares — an estimated $214K sold.

Midland Wealth Advisors first reported a position in IYR in Q4 2023 and held it in 5 quarters. The position peaked at $313K in Q1 2024. 480 funds tracked by Wall St. Rank hold IYR as of Q1 2025.

Midland Wealth Advisors reported no remaining iShares US Real Estate ETF position as of Q1 2025 after selling out during the quarter.
Midland Wealth Advisors sold 2,298 iShares US Real Estate ETF shares in Q1 2025, an estimated $214K.
Midland Wealth Advisors first reported a position in iShares US Real Estate ETF in Q4 2023 and held it in 5 quarters.
Midland Wealth Advisors's iShares US Real Estate ETF position peaked at $313K in Q1 2024.
480 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2025.

Based on Midland Wealth Advisors's 13F filing for Q1 2025, filed 14 Apr 2025.