Money Design’s iShares US Real Estate ETF IYR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $52.4M | Buy |
553,275
+26,370
| +5% | +$2.46M | 2.45% | 13 |
|
|
2025
Q1 | $50.5M | Buy |
526,905
+1,857
| +0.4% | +$177K | 2.52% | 13 |
|
|
2024
Q4 | $48.5M | Buy |
525,048
+34,505
| +7% | +$3.4M | 2.49% | 12 |
|
|
2024
Q3 | $50M | Sell |
490,543
-23,054
| -4% | -$2.22M | 2.49% | 13 |
|
|
2024
Q2 | $45.1M | Buy |
513,597
+36,637
| +8% | +$3.14M | 2.43% | 14 |
|
|
2024
Q1 | $42.9M | Buy |
476,960
+32,407
| +7% | +$2.87M | 2.33% | 13 |
|
|
2023
Q4 | $40.6M | Buy |
444,553
+39
| +0% | +$3.19K | 2.29% | 13 |
|
|
2023
Q3 | $34.7M | Buy |
444,514
+46,742
| +12% | +$3.98M | 2.11% | 15 |
|
|
2023
Q2 | $34.4M | Buy |
397,772
+38,068
| +11% | +$3.2M | 2.04% | 14 |
|
|
2023
Q1 | $30.5M | Buy |
359,704
+33,135
| +10% | +$2.9M | 1.8% | 19 |
|
|
2022
Q4 | $27.5M | Buy |
326,569
+39,885
| +14% | +$3.35M | 1.72% | 19 |
|
|
2022
Q3 | $23.3M | Buy |
286,684
+35,151
| +14% | +$3.33M | 1.65% | 20 |
|
|
2022
Q2 | $23.1M | Buy |
251,533
+27,829
| +12% | +$2.77M | 1.73% | 18 |
|
|
2022
Q1 | $24.2M | Buy |
223,704
+46,891
| +27% | +$4.95M | 1.64% | 22 |
|
|
2021
Q4 | $20.5M | Buy |
176,813
+21,409
| +14% | +$2.35M | 1.39% | 25 |
|
|
2021
Q3 | $15.9M | Buy |
155,404
+2,500
| +2% | +$266K | 1.31% | 30 |
|
|
2021
Q2 | $15.6M | Buy |
152,904
+3,771
| +3% | +$374K | 1.61% | 25 |
|
|
2021
Q1 | $13.7M | Buy |
149,133
+3,208
| +2% | +$282K | 1.6% | 23 |
|
|
2020
Q4 | $12.4M | Buy |
145,925
+6,859
| +5% | +$571K | 1.41% | 26 |
|
|
2020
Q3 | $11.1M | Buy |
139,066
+18,360
| +15% | +$1.48M | 1.33% | 26 |
|
|
2020
Q2 | $9.51M | Buy |
120,706
+8,681
| +8% | +$658K | 1.36% | 26 |
|
|
2020
Q1 | $7.79M | Buy |
112,025
+11,247
| +11% | +$995K | 1.38% | 27 |
|
|
2019
Q4 | $9.33M | Buy |
100,778
+23,420
| +30% | +$2.17M | 1.65% | 23 |
|
|
2019
Q3 | $7.24M | Buy |
77,358
+13,039
| +20% | +$1.19M | 1.52% | 24 |
|
|
2019
Q2 | $5.62M | Buy |
64,319
+1,420
| +2% | +$124K | 1.34% | 26 |
|
|
2019
Q1 | $5.47M | Buy |
62,899
+8,440
| +15% | +$698K | 1.46% | 25 |
|
|
2018
Q4 | $4.08M | Sell |
54,459
-57,289
| -51% | -$4.5M | 1.29% | 21 |
|
|
2018
Q3 | $8.94M | Buy |
111,748
+4,051
| +4% | +$330K | 2.85% | 17 |
|
|
2018
Q2 | $8.68M | Sell |
107,697
-1,038
| -1% | -$80K | 3.16% | 13 |
|
|
2018
Q1 | $8.21M | Buy |
108,735
+44,037
| +68% | +$3.34M | 3.41% | 12 |
|
|
2017
Q4 | $5.24M | Buy |
64,698
+17,781
| +38% | +$1.44M | 3.07% | 15 |
|
|
2017
Q3 | $3.75M | Buy |
+46,917
| New | +$3.77M | 3.19% | 14 |
|
Other funds holding IYR
WI
CWM
Money Design's IYR Position: Q2 2025 in Review
Money Design increased its iShares US Real Estate ETF (IYR) stake by 5% in Q2 2025, buying an estimated $2.46M and bringing the position to 553,275 shares worth $52.4M. The position accounts for 2.45% of the portfolio, ranked #13.
Money Design first reported a position in IYR in Q3 2017 and has held it in 32 quarters since. 476 funds tracked by Wall St. Rank hold IYR as of Q2 2025.
- Money Design held 553,275 shares of iShares US Real Estate ETF worth $52.4M as of Q2 2025.
- Money Design bought 26,370 iShares US Real Estate ETF shares in Q2 2025, an estimated $2.46M.
- iShares US Real Estate ETF made up 2.45% of Money Design's portfolio in Q2 2025, its #13 holding.
- Money Design first reported a position in iShares US Real Estate ETF in Q3 2017 and has held it in 32 quarters since.
- 476 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2025.
Based on Money Design's 13F filing for Q2 2025, filed 31 Jul 2025.