Tucker Asset Management’s iShares US Real Estate ETF IYR Stock Holding History

Tucker Asset 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	$37K	Sell	394 -1,139	-74%	-$109K	0.01%	349
2025 Q3	$149K	Buy	1,533 +1,262	+466%	+$121K	0.04%	136
2025 Q2	$25.7K	Sell	271 -1,461	-84%	-$136K	0.01%	191
2025 Q1	$166K	Buy	1,732 +7	+0.4%	+$666	0.05%	109
2024 Q4	$161K	Buy	1,725 +99	+6%	+$9.76K	0.02%	175
2024 Q3	$166K	Sell	1,626 -31	-2%	-$2.99K	0.04%	168
2024 Q2	$145K	Buy	1,657 +51	+3%	+$4.38K	0.03%	197
2024 Q1	$144K	Buy	1,606 +1,185	+281%	+$105K	0.03%	211
2023 Q4	$38.5K	Hold	421	–	–	0.01%	388
2023 Q3	$32.9K	Buy	421 +371	+742%	+$31.6K	0.01%	406
2023 Q2	$4.33K	Hold	50	–	–	﹤0.01%	711
2023 Q1	$4.25K	Buy	+50	New	+$4.37K	﹤0.01%	740

Other funds holding IYR

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

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

CWM

CIBC World Markets New York $20.8B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Tucker Asset Management's IYR Position: Q4 2025 in Review

Tucker Asset Management reduced its iShares US Real Estate ETF (IYR) stake by 74% in Q4 2025, selling an estimated $109K and leaving 394 shares worth $37K. The position accounts for 0.01% of the portfolio, ranked #349.

Tucker Asset Management first reported a position in IYR in Q1 2023 and has held it in 12 quarters since. The position peaked at $166K in Q1 2025. 474 funds tracked by Wall St. Rank hold IYR as of Q4 2025.

Tucker Asset Management held 394 shares of iShares US Real Estate ETF worth $37K as of Q4 2025.
Tucker Asset Management sold 1,139 iShares US Real Estate ETF shares in Q4 2025, an estimated $109K.
iShares US Real Estate ETF made up 0.01% of Tucker Asset Management's portfolio in Q4 2025, its #349 holding.
Tucker Asset Management first reported a position in iShares US Real Estate ETF in Q1 2023 and has held it in 12 quarters since.
Tucker Asset Management's iShares US Real Estate ETF position peaked at $166K in Q1 2025.
474 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.