Millennium Capital Advisors’s iShares US Real Estate ETF IYR Stock Holding History

Millennium Capital 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
2024 Q4	–	Sell	-2,840	Closed	-$289K	–	124
2024 Q3	$289K	Hold	2,840	–	–	0.19%	90
2024 Q2	$249K	Hold	2,840	–	–	0.17%	101
2024 Q1	$255K	Hold	2,840	–	–	0.18%	102
2023 Q4	$260K	Hold	2,840	–	–	0.2%	101
2023 Q3	$222K	Hold	2,840	–	–	0.19%	97
2023 Q2	$246K	Hold	2,840	–	–	0.2%	93
2023 Q1	$241K	Sell	2,840 -25	-0.9%	-$2.19K	0.22%	86
2022 Q4	$241K	Hold	2,865	–	–	0.24%	82
2022 Q3	$233K	Hold	2,865	–	–	0.25%	82
2022 Q2	$264K	Hold	2,865	–	–	0.26%	77
2022 Q1	$310K	Hold	2,865	–	–	0.25%	76
2021 Q4	$333K	Buy	+2,865	New	+$314K	0.26%	71

Other funds holding IYR

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

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

CWM

CIBC World Markets New York $20.8B AUM

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Millennium Capital Advisors's IYR Position: Q4 2024 in Review

Millennium Capital Advisors sold out of iShares US Real Estate ETF (IYR) in Q4 2024, closing a stake of 2,840 shares — an estimated $289K sold.

Millennium Capital Advisors first reported a position in IYR in Q4 2021 and held it in 12 quarters. The position peaked at $333K in Q4 2021. 515 funds tracked by Wall St. Rank hold IYR as of Q4 2024.

Millennium Capital Advisors reported no remaining iShares US Real Estate ETF position as of Q4 2024 after selling out during the quarter.
Millennium Capital Advisors sold 2,840 iShares US Real Estate ETF shares in Q4 2024, an estimated $289K.
Millennium Capital Advisors first reported a position in iShares US Real Estate ETF in Q4 2021 and held it in 12 quarters.
Millennium Capital Advisors's iShares US Real Estate ETF position peaked at $333K in Q4 2021.
515 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2024.

Based on Millennium Capital Advisors's 13F filing for Q4 2024, filed 18 Feb 2026.