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

One 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
-2,122
Closed -$206K – 316
2025
Q3 		$206K Hold
2,122
– – 0.03% 302
2025
Q2 		$201K Hold
2,122
– – 0.03% 280
2025
Q1 		$203K Buy
+2,122
New +$202K 0.03% 275
2024
Q1 		– Sell
-3,810
Closed -$348K – 255
2023
Q4 		$348K Buy
+3,810
New +$312K 0.07% 140

Other funds holding IYR

Barclays
Barclays London, United Kingdom $521B AUM 51.41% 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 $239B AUM 42.32% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

One Wealth Advisors sold out of iShares US Real Estate ETF (IYR) in Q4 2025, closing a stake of 2,122 shares — an estimated $206K sold.

One Wealth Advisors first reported a position in IYR in Q4 2023 and held it in 4 quarters. The position peaked at $348K in Q4 2023. 476 funds tracked by Wall St. Rank hold IYR as of Q4 2025.

  • One Wealth Advisors reported no remaining iShares US Real Estate ETF position as of Q4 2025 after selling out during the quarter.
  • One Wealth Advisors sold 2,122 iShares US Real Estate ETF shares in Q4 2025, an estimated $206K.
  • One Wealth Advisors first reported a position in iShares US Real Estate ETF in Q4 2023 and held it in 4 quarters.
  • One Wealth Advisors's iShares US Real Estate ETF position peaked at $348K in Q4 2023.
  • 476 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2025.

Based on One Wealth Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.