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Orion Portfolio Solutions’s iShares US Real Estate ETF IYR Stock Holding History

Orion Portfolio Solutions’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 		$601K Buy
6,273
+1,726
+38% +$164K 0.01% 1329
2024
Q4 		$423K Sell
4,547
-2,201
-33% -$217K ﹤0.01% 1410
2024
Q3 		$687K Buy
6,748
+3,596
+114% +$346K 0.01% 1214
2024
Q2 		$277K Sell
3,152
-761
-19% -$65.3K ﹤0.01% 1492
2024
Q1 		$352K Sell
3,913
-139
-3% -$12.3K ﹤0.01% 1399
2023
Q4 		$369K Sell
4,052
-317
-7% -$26K ﹤0.01% 1326
2023
Q3 		$341K Sell
4,369
-13
-0.3% -$1.11K ﹤0.01% 1333
2023
Q2 		$379K Sell
4,382
-665
-13% -$55.9K ﹤0.01% 1317
2023
Q1 		$429K Buy
+5,047
New +$441K 0.01% 1194
2020
Q3 		– Sell
-226
Closed -$18K – 1262
2020
Q2 		$18K Hold
226
– – ﹤0.01% 985
2020
Q1 		$16K Buy
226
+197
+679% +$17.4K ﹤0.01% 910
2019
Q4 		$3K Buy
+29
New +$2.69K ﹤0.01% 1410

Other funds holding IYR

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Orion Portfolio Solutions's IYR Position: Q1 2025 in Review

Orion Portfolio Solutions increased its iShares US Real Estate ETF (IYR) stake by 38% in Q1 2025, buying an estimated $164K and bringing the position to 6,273 shares worth $601K. The position accounts for 0.01% of the portfolio, ranked #1329.

Orion Portfolio Solutions first reported a position in IYR in Q4 2019 and has held it in 12 quarters since. The position peaked at $687K in Q3 2024. 480 funds tracked by Wall St. Rank hold IYR as of Q1 2025.

  • Orion Portfolio Solutions held 6,273 shares of iShares US Real Estate ETF worth $601K as of Q1 2025.
  • Orion Portfolio Solutions bought 1,726 iShares US Real Estate ETF shares in Q1 2025, an estimated $164K.
  • iShares US Real Estate ETF made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1329 holding.
  • Orion Portfolio Solutions first reported a position in iShares US Real Estate ETF in Q4 2019 and has held it in 12 quarters since.
  • Orion Portfolio Solutions's iShares US Real Estate ETF position peaked at $687K in Q3 2024.
  • 480 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.