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Sugarloaf Wealth Management’s iShares US Real Estate ETF IYR Stock Holding History

Sugarloaf Wealth Management’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 		$15.7K Buy
169
+2
+1% +$197 ﹤0.01% 436
2024
Q3 		$17.1K Sell
167
-32
-16% -$3.08K ﹤0.01% 437
2024
Q2 		$17.5K Buy
199
+1
+0.5% +$86 ﹤0.01% 417
2024
Q1 		$17.8K Buy
198
+1
+0.5% +$88 ﹤0.01% 418
2023
Q4 		$18K Buy
197
+3
+2% +$246 ﹤0.01% 412
2023
Q3 		$15.1K Hold
194
– – ﹤0.01% 414
2023
Q2 		$16.8K Sell
194
-790
-80% -$66.4K ﹤0.01% 410
2023
Q1 		$83.6K Hold
984
– – 0.02% 218
2022
Q4 		$82.8K Buy
984
+2
+0.2% +$168 0.02% 218
2022
Q3 		$80K Buy
982
+2
+0.2% +$189 0.02% 219
2022
Q2 		$90K Buy
980
+1
+0.1% +$100 0.02% 202
2022
Q1 		$106K Hold
979
– – 0.03% 183
2021
Q4 		$114K Sell
979
-48
-5% -$5.26K 0.03% 184
2021
Q3 		$105K Buy
1,027
+1
+0.1% +$106 0.03% 186
2021
Q2 		$105K Buy
1,026
+388
+61% +$38.5K 0.03% 182
2021
Q1 		$119 Sell
638
-1,111
-64% -$97.5K 0.04% 161
2020
Q4 		$150K Sell
1,749
-376
-18% -$31.3K 0.05% 136
2020
Q3 		$170K Sell
2,125
-267
-11% -$21.6K 0.06% 119
2020
Q2 		$189K Sell
2,392
-1,628
-40% -$123K 0.07% 111
2020
Q1 		$280K Sell
4,020
-10,366
-72% -$917K 0.13% 83
2019
Q4 		$1.34M Buy
+14,386
New +$1.33M 0.57% 28

Other funds holding IYR

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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 $11.5B AUM 18.72% 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

Sugarloaf Wealth Management's IYR Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its iShares US Real Estate ETF (IYR) stake by 1.2% in Q4 2024, buying an estimated $197 and bringing the position to 169 shares worth $15.7K. The position accounts for ﹤0.01% of the portfolio, ranked #436.

Sugarloaf Wealth Management first reported a position in IYR in Q4 2019 and has held it in 21 quarters since. The position peaked at $1.34M in Q4 2019. 515 funds tracked by Wall St. Rank hold IYR as of Q4 2024.

  • Sugarloaf Wealth Management held 169 shares of iShares US Real Estate ETF worth $15.7K as of Q4 2024.
  • Sugarloaf Wealth Management bought 2 iShares US Real Estate ETF shares in Q4 2024, an estimated $197.
  • iShares US Real Estate ETF made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #436 holding.
  • Sugarloaf Wealth Management first reported a position in iShares US Real Estate ETF in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's iShares US Real Estate ETF position peaked at $1.34M in Q4 2019.
  • 515 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.