Money Concepts Capital’s iShares US Real Estate ETF IYR Stock Holding History

Money Concepts Capital’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	-20,183	Closed	-$1.88M	–	428
2024 Q4	$1.88M	Buy	+20,183	New	+$1.99M	0.14%	153
2024 Q2	–	Sell	-28,695	Closed	-$2.58M	–	392
2024 Q1	$2.58M	Buy	+28,695	New	+$2.54M	0.24%	116
2023 Q1	–	Sell	-3,692	Closed	-$311K	–	1745
2022 Q4	$311K	Buy	3,692 +3,476	+1,609%	+$292K	0.01%	545
2022 Q3	$18K	Sell	216 -120	-36%	-$11.4K	﹤0.01%	938
2022 Q2	$31K	Sell	336 -5,797	-95%	-$578K	﹤0.01%	790
2022 Q1	$664K	Buy	6,133 +5,567	+984%	+$588K	0.04%	372
2021 Q4	$66K	Buy	+566	New	+$62K	0.01%	578
2021 Q1	$88K	Sell	955 -92	-9%	-$8.07K	0.01%	530
2020 Q4	$90K	Buy	+1,047	New	+$87.2K	0.01%	475

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

Money Concepts Capital's IYR Position: Q1 2025 in Review

Money Concepts Capital sold out of iShares US Real Estate ETF (IYR) in Q1 2025, closing a stake of 20,183 shares — an estimated $1.88M sold.

Money Concepts Capital first reported a position in IYR in Q4 2020 and held it in 9 quarters. The position peaked at $2.58M in Q1 2024. 480 funds tracked by Wall St. Rank hold IYR as of Q1 2025.

Money Concepts Capital reported no remaining iShares US Real Estate ETF position as of Q1 2025 after selling out during the quarter.
Money Concepts Capital sold 20,183 iShares US Real Estate ETF shares in Q1 2025, an estimated $1.88M.
Money Concepts Capital first reported a position in iShares US Real Estate ETF in Q4 2020 and held it in 9 quarters.
Money Concepts Capital's iShares US Real Estate ETF position peaked at $2.58M in Q1 2024.
480 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2025.

Based on Money Concepts Capital's 13F filing for Q1 2025, filed 24 Apr 2025.