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TRUE Private Wealth Advisors’s iShares US Real Estate ETF IYR Stock Holding History

TRUE Private Wealth Advisors’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
-3,617
Closed -$337K – 237
2024
Q4 		$337K Buy
3,617
+21
+0.6% +$2.07K 0.04% 167
2024
Q3 		$366K Sell
3,596
-6
-0.2% -$578 0.04% 148
2024
Q2 		$316K Sell
3,602
-296
-8% -$25.4K 0.04% 217
2024
Q1 		$350K Sell
3,898
-25,197
-87% -$2.23M 0.04% 211
2023
Q4 		$2.66M Buy
+29,095
New +$2.38M 0.34% 46
2022
Q1 		– Sell
-1,793
Closed -$208K – 257
2021
Q4 		$208K Buy
+1,793
New +$196K 0.03% 249
2021
Q1 		– Sell
-1,788
Closed -$153K – 471
2020
Q4 		$153K Sell
1,788
-30
-2% -$2.5K 0.03% 223
2020
Q3 		$145K Sell
1,818
-1,150
-39% -$92.9K 0.02% 210
2020
Q2 		$233K Hold
2,968
– – 0.04% 166
2020
Q1 		$206K Hold
2,968
– – 0.04% 146
2019
Q4 		$276K Hold
2,968
– – 0.04% 184
2019
Q3 		$277K Hold
2,968
– – 0.05% 166
2019
Q2 		$259K Sell
2,968
-988
-25% -$86.5K 0.04% 170
2019
Q1 		$344K Sell
3,956
-339
-8% -$28K 0.07% 139
2018
Q4 		$321K Sell
4,295
-161,544
-97% -$12.7M 0.06% 179
2018
Q3 		$13.4M Buy
165,839
+163,261
+6,333% +$13.3M 1.89% 9
2018
Q2 		$209K Sell
2,578
-769
-23% -$59.2K 0.03% 257
2018
Q1 		$252K Hold
3,347
– – 0.04% 203
2017
Q4 		$271K Sell
3,347
-438
-12% -$35.6K 0.05% 190
2017
Q3 		$302K Hold
3,785
– – 0.07% 121
2017
Q2 		$301K Sell
3,785
-182
-5% -$14.5K 0.07% 115
2017
Q1 		$313K Buy
3,967
+769
+24% +$60K 0.07% 103
2016
Q4 		$243K Hold
3,198
– – 0.06% 130
2016
Q3 		$248K Sell
3,198
-131
-4% -$10.8K 0.08% 119
2016
Q2 		$274K Sell
3,329
-68
-2% -$5.33K 0.09% 107
2016
Q1 		$264K Sell
3,397
-6,649
-66% -$482K 0.1% 99
2015
Q4 		$754K Buy
+10,046
New +$750K 0.33% 45

Other funds holding IYR

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

TRUE Private Wealth Advisors's IYR Position: Q1 2025 in Review

TRUE Private Wealth Advisors sold out of iShares US Real Estate ETF (IYR) in Q1 2025, closing a stake of 3,617 shares — an estimated $337K sold.

TRUE Private Wealth Advisors first reported a position in IYR in Q4 2015 and held it in 27 quarters. The position peaked at $13.4M in Q3 2018. 481 funds tracked by Wall St. Rank hold IYR as of Q1 2025.

  • TRUE Private Wealth Advisors reported no remaining iShares US Real Estate ETF position as of Q1 2025 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 3,617 iShares US Real Estate ETF shares in Q1 2025, an estimated $337K.
  • TRUE Private Wealth Advisors first reported a position in iShares US Real Estate ETF in Q4 2015 and held it in 27 quarters.
  • TRUE Private Wealth Advisors's iShares US Real Estate ETF position peaked at $13.4M in Q3 2018.
  • 481 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2025.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2025, filed 15 May 2025.