Stelac Advisory Services’s iShares US Real Estate ETF IYR Stock Holding History

Stelac Advisory Services’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	-427	Closed	-$215K	–	111
2024 Q3	$215K	Hold	427	–	–	0.09%	78
2024 Q2	$200K	Hold	427	–	–	0.08%	82
2024 Q1	$202K	Hold	427	–	–	0.09%	76
2023 Q4	$190K	Sell	427 -427	-50%	-$35K	0.1%	68
2023 Q3	$344K	Buy	+854	New	+$72.8K	0.19%	65
2014 Q4	–	Sell	-18,095	Closed	-$1.25M	–	38
2014 Q3	$1.25M	Hold	18,095	–	–	0.39%	19
2014 Q2	$1.3M	Hold	18,095	–	–	0.49%	18
2014 Q1	$1.22M	Sell	18,095 -5,335	-23%	-$354K	0.46%	18
2013 Q4	$1.48M	Hold	23,430	–	–	0.73%	18
2013 Q3	$1.49M	Hold	23,430	–	–	0.77%	19
2013 Q2	$1.56M	Buy	+23,430	New	+$1.66M	0.94%	17

Other funds holding IYR

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

CWM

CIBC World Markets New York $20.8B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stelac Advisory Services's IYR Position: Q4 2024 in Review

Stelac Advisory Services sold out of iShares US Real Estate ETF (IYR) in Q4 2024, closing a stake of 427 shares — an estimated $215K sold.

Stelac Advisory Services first reported a position in IYR in Q2 2013 and held it in 11 quarters. The position peaked at $1.56M in Q2 2013. 515 funds tracked by Wall St. Rank hold IYR as of Q4 2024.

Stelac Advisory Services reported no remaining iShares US Real Estate ETF position as of Q4 2024 after selling out during the quarter.
Stelac Advisory Services sold 427 iShares US Real Estate ETF shares in Q4 2024, an estimated $215K.
Stelac Advisory Services first reported a position in iShares US Real Estate ETF in Q2 2013 and held it in 11 quarters.
Stelac Advisory Services's iShares US Real Estate ETF position peaked at $1.56M in Q2 2013.
515 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2024.

Based on Stelac Advisory Services's 13F filing for Q4 2024, filed 10 Feb 2025.