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Three Seasons Wealth’s iShares US Real Estate ETF IYR Stock Holding History

Three Seasons Wealth’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
-45,203
Closed -$4.6M – 134
2024
Q3 		$4.6M Buy
+45,203
New +$4.35M 2.42% 10

Other funds holding IYR

Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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 $1.55T AUM 33.47% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Three Seasons Wealth's IYR Position: Q4 2024 in Review

Three Seasons Wealth sold out of iShares US Real Estate ETF (IYR) in Q4 2024, closing a stake of 45,203 shares — an estimated $4.6M sold.

Three Seasons Wealth first reported a position in IYR in Q3 2024 and held it in 1 quarter. The position peaked at $4.6M in Q3 2024. 515 funds tracked by Wall St. Rank hold IYR as of Q4 2024.

  • Three Seasons Wealth reported no remaining iShares US Real Estate ETF position as of Q4 2024 after selling out during the quarter.
  • Three Seasons Wealth sold 45,203 iShares US Real Estate ETF shares in Q4 2024, an estimated $4.6M.
  • Three Seasons Wealth first reported a position in iShares US Real Estate ETF in Q3 2024 and held it in 1 quarter.
  • Three Seasons Wealth's iShares US Real Estate ETF position peaked at $4.6M in Q3 2024.
  • 515 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2024.

Based on Three Seasons Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.