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

Tanglewood 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
2025
Q4 		– Sell
-3,344
Closed -$325K – 38
2025
Q3 		$325K Sell
3,344
-28
-0.8% -$2.69K 0.03% 35
2025
Q2 		$320K Hold
3,372
– – 0.03% 35
2025
Q1 		$323K Hold
3,372
– – 0.04% 34
2024
Q4 		$314K Buy
3,372
+249
+8% +$24.5K 0.04% 30
2024
Q3 		$318K Buy
3,123
+247
+9% +$23.8K 0.04% 31
2024
Q2 		$252K Sell
2,876
-2,144
-43% -$184K 0.03% 29
2024
Q1 		$451K Hold
5,020
– – 0.06% 25
2023
Q4 		$459K Buy
5,020
+1,966
+64% +$161K 0.06% 25
2023
Q3 		$239K Sell
3,054
-3,371
-52% -$287K 0.04% 23
2023
Q2 		$556K Sell
6,425
-2,699
-30% -$227K 0.08% 22
2023
Q1 		$775K Buy
9,124
+787
+9% +$68.8K 0.11% 24
2022
Q4 		$702K Buy
8,337
+1,295
+18% +$109K 0.11% 27
2022
Q3 		$573K Sell
7,042
-410
-6% -$38.8K 0.09% 25
2022
Q2 		$685K Buy
7,452
+566
+8% +$56.4K 0.09% 24
2022
Q1 		$745K Sell
6,886
-116
-2% -$12.2K 0.11% 21
2021
Q4 		$813K Buy
7,002
+20
+0.3% +$2.19K 0.13% 19
2021
Q3 		$715K Buy
6,982
+764
+12% +$81.3K 0.13% 17
2021
Q2 		$634K Buy
6,218
+242
+4% +$24K 0.11% 17
2021
Q1 		$549K Sell
5,976
-146
-2% -$12.8K 0.11% 17
2020
Q4 		$524K Sell
6,122
-35,086
-85% -$2.92M 0.11% 16
2020
Q3 		$3.29M Sell
41,208
-2,700
-6% -$218K 0.75% 14
2020
Q2 		$3.46M Sell
43,908
-2,319
-5% -$176K 0.98% 12
2020
Q1 		$3.22M Buy
+46,227
New +$4.09M 0.62% 16

Other funds holding IYR

Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Tanglewood Wealth Management's IYR Position: Q4 2025 in Review

Tanglewood Wealth Management sold out of iShares US Real Estate ETF (IYR) in Q4 2025, closing a stake of 3,344 shares — an estimated $325K sold.

Tanglewood Wealth Management first reported a position in IYR in Q1 2020 and held it in 23 quarters. The position peaked at $3.46M in Q2 2020. 476 funds tracked by Wall St. Rank hold IYR as of Q4 2025.

  • Tanglewood Wealth Management reported no remaining iShares US Real Estate ETF position as of Q4 2025 after selling out during the quarter.
  • Tanglewood Wealth Management sold 3,344 iShares US Real Estate ETF shares in Q4 2025, an estimated $325K.
  • Tanglewood Wealth Management first reported a position in iShares US Real Estate ETF in Q1 2020 and held it in 23 quarters.
  • Tanglewood Wealth Management's iShares US Real Estate ETF position peaked at $3.46M in Q2 2020.
  • 476 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2025.

Based on Tanglewood Wealth Management's 13F filing for Q4 2025, filed 29 Jan 2026.