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Unionview LLC’s iShares US Real Estate ETF IYR Stock Holding History

Unionview LLC’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 		$1.13M Buy
12,187
+357
+3% +$35.2K 0.83% 24
2024
Q3 		$1.21M Buy
11,830
+113
+1% +$10.9K 0.94% 24
2024
Q2 		$1.03M Buy
11,717
+30
+0.3% +$2.57K 0.84% 23
2024
Q1 		$1.05M Buy
11,687
+527
+5% +$46.6K 0.87% 24
2023
Q4 		$1.02M Buy
11,160
+794
+8% +$65K 0.92% 23
2023
Q3 		$810K Sell
10,366
-84
-0.8% -$7.16K 0.77% 25
2023
Q2 		$904K Buy
10,450
+1,834
+21% +$154K 0.83% 23
2023
Q1 		$732K Buy
8,616
+17
+0.2% +$1.49K 0.69% 25
2022
Q4 		$724K Buy
8,599
+255
+3% +$21.4K 0.72% 25
2022
Q3 		$679K Buy
8,344
+528
+7% +$50K 0.78% 22
2022
Q2 		$719K Buy
7,816
+48
+0.6% +$4.79K 0.8% 22
2022
Q1 		$841K Hold
7,768
– – 0.79% 25
2021
Q4 		$902K Buy
+7,768
New +$851K 0.84% 23

Other funds holding IYR

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Unionview LLC's IYR Position: Q4 2024 in Review

Unionview LLC increased its iShares US Real Estate ETF (IYR) stake by 3% in Q4 2024, buying an estimated $35.2K and bringing the position to 12,187 shares worth $1.13M. The position accounts for 0.83% of the portfolio, ranked #24.

Unionview LLC first reported a position in IYR in Q4 2021 and has held it in 13 quarters since. The position peaked at $1.21M in Q3 2024. 515 funds tracked by Wall St. Rank hold IYR as of Q4 2024.

  • Unionview LLC held 12,187 shares of iShares US Real Estate ETF worth $1.13M as of Q4 2024.
  • Unionview LLC bought 357 iShares US Real Estate ETF shares in Q4 2024, an estimated $35.2K.
  • iShares US Real Estate ETF made up 0.83% of Unionview LLC's portfolio in Q4 2024, its #24 holding.
  • Unionview LLC first reported a position in iShares US Real Estate ETF in Q4 2021 and has held it in 13 quarters since.
  • Unionview LLC's iShares US Real Estate ETF position peaked at $1.21M in Q3 2024.
  • 515 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2024.

Based on Unionview LLC's 13F filing for Q4 2024, filed 3 Feb 2025.