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Sound Income Strategies’s iShares US Real Estate ETF IYR Stock Holding History

Sound Income Strategies’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
Q2 		– Sell
-6,984
Closed -$652K – 1593
2025
Q1 		$669K Buy
6,984
+146
+2% +$13.9K 0.04% 167
2024
Q4 		$636K Buy
6,838
+202
+3% +$19.9K 0.04% 156
2024
Q3 		$676K Sell
6,636
-26
-0.4% -$2.5K 0.04% 150
2024
Q2 		$585K Buy
6,662
+1,485
+29% +$127K 0.04% 152
2024
Q1 		$465K Buy
+5,177
New +$458K 0.03% 160
2023
Q2 		– Sell
-94
Closed -$7.98K – 1139
2023
Q1 		$7.98K Buy
94
+29
+45% +$2.54K ﹤0.01% 609
2022
Q4 		$5.47K Hold
65
– – ﹤0.01% 637
2022
Q3 		$5K Hold
65
– – ﹤0.01% 588
2022
Q2 		$6K Buy
+65
New +$6.48K ﹤0.01% 562

Other funds holding IYR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 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
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Sound Income Strategies's IYR Position: Q2 2025 in Review

Sound Income Strategies sold out of iShares US Real Estate ETF (IYR) in Q2 2025, closing a stake of 6,984 shares — an estimated $652K sold.

Sound Income Strategies first reported a position in IYR in Q2 2022 and held it in 9 quarters. The position peaked at $676K in Q3 2024. 476 funds tracked by Wall St. Rank hold IYR as of Q2 2025.

  • Sound Income Strategies reported no remaining iShares US Real Estate ETF position as of Q2 2025 after selling out during the quarter.
  • Sound Income Strategies sold 6,984 iShares US Real Estate ETF shares in Q2 2025, an estimated $652K.
  • Sound Income Strategies first reported a position in iShares US Real Estate ETF in Q2 2022 and held it in 9 quarters.
  • Sound Income Strategies's iShares US Real Estate ETF position peaked at $676K in Q3 2024.
  • 476 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2025.

Based on Sound Income Strategies's 13F filing for Q2 2025, filed 17 Jul 2025.