Optimum Investment Advisors’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
Q3 | $127K | Sell |
1,312
-372
| -22% | -$35.8K | 0.05% | 230 |
|
|
2025
Q2 | $160K | Buy |
1,684
+44
| +3% | +$4.11K | 0.07% | 201 |
|
|
2025
Q1 | $157K | Buy |
1,640
+28
| +2% | +$2.66K | 0.07% | 193 |
|
|
2024
Q4 | $150K | Buy |
1,612
+122
| +8% | +$12K | 0.07% | 209 |
|
|
2024
Q3 | $152K | Sell |
1,490
-15
| -1% | -$1.45K | 0.07% | 216 |
|
|
2024
Q2 | $132K | Buy |
1,505
+44
| +3% | +$3.77K | 0.06% | 227 |
|
|
2024
Q1 | $131K | Buy |
1,461
+201
| +16% | +$17.8K | 0.06% | 235 |
|
|
2023
Q4 | $115K | Buy |
1,260
+48
| +4% | +$3.93K | 0.06% | 243 |
|
|
2023
Q3 | $94.7K | Sell |
1,212
-102
| -8% | -$8.69K | 0.05% | 272 |
|
|
2023
Q2 | $114K | Buy |
1,314
+26
| +2% | +$2.18K | 0.06% | 255 |
|
|
2023
Q1 | $109K | Buy |
1,288
+38
| +3% | +$3.32K | 0.06% | 254 |
|
|
2022
Q4 | $105K | Buy |
1,250
+190
| +18% | +$16K | 0.06% | 259 |
|
|
2022
Q3 | $86K | Sell |
1,060
-20
| -2% | -$1.89K | 0.05% | 300 |
|
|
2022
Q2 | $99K | Sell |
1,080
-367
| -25% | -$36.6K | 0.05% | 286 |
|
|
2022
Q1 | $157K | Sell |
1,447
-63
| -4% | -$6.65K | 0.07% | 247 |
|
|
2021
Q4 | $175K | Buy |
1,510
+45
| +3% | +$4.93K | 0.07% | 252 |
|
|
2021
Q3 | $150K | Sell |
1,465
-199
| -12% | -$21.2K | 0.06% | 274 |
|
|
2021
Q2 | $170K | Buy |
1,664
+434
| +35% | +$43.1K | 0.05% | 286 |
|
|
2021
Q1 | $113K | Sell |
1,230
-595
| -33% | -$52.2K | 0.03% | 349 |
|
|
2020
Q4 | $156K | Sell |
1,825
-198
| -10% | -$16.5K | 0.05% | 286 |
|
|
2020
Q3 | $161K | Sell |
2,023
-207
| -9% | -$16.7K | 0.05% | 264 |
|
|
2020
Q2 | $176K | Sell |
2,230
-141
| -6% | -$10.7K | 0.06% | 252 |
|
|
2020
Q1 | $165K | Buy |
2,371
+2
| +0.1% | +$177 | 0.07% | 240 |
|
|
2019
Q4 | $220K | Sell |
2,369
-119
| -5% | -$11K | 0.07% | 257 |
|
|
2019
Q3 | $233K | Buy |
2,488
+94
| +4% | +$8.56K | 0.07% | 244 |
|
|
2019
Q2 | $209K | Sell |
2,394
-100
| -4% | -$8.76K | 0.07% | 259 |
|
|
2019
Q1 | $217K | Buy |
2,494
+480
| +24% | +$39.7K | 0.07% | 263 |
|
|
2018
Q4 | $151K | Buy |
2,014
+118
| +6% | +$9.27K | 0.05% | 302 |
|
|
2018
Q3 | $152K | Buy |
1,896
+98
| +5% | +$7.99K | 0.04% | 337 |
|
|
2018
Q2 | $145K | Buy |
1,798
+310
| +21% | +$23.9K | 0.04% | 341 |
|
|
2018
Q1 | $112K | Buy |
+1,488
| New | +$113K | 0.03% | 383 |
|
|
2015
Q1 | $63K | Hold |
789
| – | – | 0.02% | 462 |
|
|
2014
Q4 | $61K | Buy |
789
+233
| +42% | +$17.4K | 0.02% | 457 |
|
|
2014
Q3 | $42K | Buy |
556
+1
| +0.2% | +$72 | 0.01% | 512 |
|
|
2014
Q2 | $40K | Buy |
+555
| New | +$39.1K | 0.01% | 528 |
|
Other funds holding IYR
WI
CBU
Optimum Investment Advisors's IYR Position: Q3 2025 in Review
Optimum Investment Advisors reduced its iShares US Real Estate ETF (IYR) stake by 22% in Q3 2025, selling an estimated $35.8K and leaving 1,312 shares worth $127K. The position accounts for 0.05% of the portfolio, ranked #230.
Optimum Investment Advisors first reported a position in IYR in Q2 2014 and has held it in 35 quarters since. The position peaked at $233K in Q3 2019. 467 funds tracked by Wall St. Rank hold IYR as of Q3 2025.
- Optimum Investment Advisors held 1,312 shares of iShares US Real Estate ETF worth $127K as of Q3 2025.
- Optimum Investment Advisors sold 372 iShares US Real Estate ETF shares in Q3 2025, an estimated $35.8K.
- iShares US Real Estate ETF made up 0.05% of Optimum Investment Advisors's portfolio in Q3 2025, its #230 holding.
- Optimum Investment Advisors first reported a position in iShares US Real Estate ETF in Q2 2014 and has held it in 35 quarters since.
- Optimum Investment Advisors's iShares US Real Estate ETF position peaked at $233K in Q3 2019.
- 467 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2025.
Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.