Tradewinds Capital Management’s iShares US Real Estate ETF IYR Stock Holding History

Tradewinds Capital 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 Q1	–	Sell	-1,374	Closed	-$128K	–	702
2024 Q4	$128K	Buy	+1,374	New	+$135K	0.03%	130
2022 Q2	–	Sell	-142	Closed	-$15K	–	613
2022 Q1	$15K	Hold	142	–	–	﹤0.01%	415
2021 Q4	$16K	Hold	142	–	–	﹤0.01%	413
2021 Q3	$15K	Hold	142	–	–	﹤0.01%	406
2021 Q2	$14K	Hold	142	–	–	﹤0.01%	420
2021 Q1	$13K	Hold	142	–	–	﹤0.01%	413
2020 Q4	$12K	Hold	142	–	–	﹤0.01%	398
2020 Q3	$11K	Hold	142	–	–	﹤0.01%	382
2020 Q2	$11K	Hold	142	–	–	﹤0.01%	370
2020 Q1	$10K	Hold	142	–	–	﹤0.01%	351
2019 Q4	$13K	Buy	+142	New	+$13.2K	﹤0.01%	369
2016 Q4	–	Sell	-206	Closed	-$17K	–	667
2016 Q3	$17K	Buy	+206	New	+$17.1K	0.01%	319

Other funds holding IYR

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

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

CWM

CIBC World Markets New York $20.8B AUM

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Tradewinds Capital Management's IYR Position: Q1 2025 in Review

Tradewinds Capital Management sold out of iShares US Real Estate ETF (IYR) in Q1 2025, closing a stake of 1,374 shares — an estimated $128K sold.

Tradewinds Capital Management first reported a position in IYR in Q3 2016 and held it in 12 quarters. The position peaked at $128K in Q4 2024. 480 funds tracked by Wall St. Rank hold IYR as of Q1 2025.

Tradewinds Capital Management reported no remaining iShares US Real Estate ETF position as of Q1 2025 after selling out during the quarter.
Tradewinds Capital Management sold 1,374 iShares US Real Estate ETF shares in Q1 2025, an estimated $128K.
Tradewinds Capital Management first reported a position in iShares US Real Estate ETF in Q3 2016 and held it in 12 quarters.
Tradewinds Capital Management's iShares US Real Estate ETF position peaked at $128K in Q4 2024.
480 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2025.

Based on Tradewinds Capital Management's 13F filing for Q1 2025, filed 25 Apr 2025.