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Second Half Financial Partners’s iShares US Real Estate ETF IYR Stock Holding History

Second Half Financial Partners’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
2024
Q4 		– Sell
-58,050
Closed -$5.91M – 102
2024
Q3 		$5.91M Buy
+58,050
New +$5.59M 3.13% 7
2024
Q1 		– Sell
-6,187
Closed -$566K – 69
2023
Q4 		$566K Sell
6,187
-332
-5% -$27.2K 0.28% 32
2023
Q3 		$509K Sell
6,519
-59
-0.9% -$5.03K 0.25% 25
2023
Q2 		$569K Sell
6,578
-11
-0.2% -$924 0.13% 101
2023
Q1 		$559K Hold
6,589
– – 0.33% 22
2022
Q4 		$610K Sell
6,589
-1,391
-17% -$117K 0.4% 25
2022
Q3 		$650K Buy
+7,980
New +$755K 0.81% 21

Other funds holding IYR

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Second Half Financial Partners's IYR Position: Q4 2024 in Review

Second Half Financial Partners sold out of iShares US Real Estate ETF (IYR) in Q4 2024, closing a stake of 58,050 shares — an estimated $5.91M sold.

Second Half Financial Partners first reported a position in IYR in Q3 2022 and held it in 7 quarters. The position peaked at $5.91M in Q3 2024. 515 funds tracked by Wall St. Rank hold IYR as of Q4 2024.

  • Second Half Financial Partners reported no remaining iShares US Real Estate ETF position as of Q4 2024 after selling out during the quarter.
  • Second Half Financial Partners sold 58,050 iShares US Real Estate ETF shares in Q4 2024, an estimated $5.91M.
  • Second Half Financial Partners first reported a position in iShares US Real Estate ETF in Q3 2022 and held it in 7 quarters.
  • Second Half Financial Partners's iShares US Real Estate ETF position peaked at $5.91M in Q3 2024.
  • 515 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2024.

Based on Second Half Financial Partners's 13F filing for Q4 2024, filed 14 Feb 2025.