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Valley Wealth Managers’s iShares US Real Estate ETF IYR Stock Holding History

Valley Wealth Managers’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
Q3 		– Sell
-32
Closed -$3.03K – 318
2025
Q2 		$3.03K Sell
32
-210
-87% -$19.6K ﹤0.01% 267
2025
Q1 		$23.2K Hold
242
– – ﹤0.01% 240
2024
Q4 		$22.5K Hold
242
– – ﹤0.01% 255
2024
Q3 		$24.7K Buy
242
+32
+15% +$3.08K ﹤0.01% 259
2024
Q2 		$18.4K Sell
210
-21
-9% -$1.8K ﹤0.01% 265
2024
Q1 		$20.8K Buy
231
+210
+1,000% +$18.6K ﹤0.01% 242
2023
Q4 		$1.92K Sell
21
-323
-94% -$26.4K ﹤0.01% 298
2023
Q3 		$26.9K Hold
344
– – ﹤0.01% 244
2023
Q2 		$29.8K Hold
344
– – ﹤0.01% 231
2023
Q1 		$29.2K Sell
344
-72
-17% -$6.3K ﹤0.01% 239
2022
Q4 		$35K Sell
416
-266
-39% -$22.3K ﹤0.01% 247
2022
Q3 		$56K Hold
682
– – 0.01% 234
2022
Q2 		$63K Sell
682
-2,503
-79% -$250K 0.01% 238
2022
Q1 		$345K Sell
3,185
-46
-1% -$4.86K 0.03% 150
2021
Q4 		$375K Sell
3,231
-42
-1% -$4.6K 0.03% 148
2021
Q3 		$335K Sell
3,273
-100
-3% -$10.6K 0.03% 149
2021
Q2 		$344K Sell
3,373
-264
-7% -$26.2K 0.03% 148
2021
Q1 		$334K Sell
3,637
-1,092
-23% -$95.8K 0.03% 144
2020
Q4 		$405K Sell
4,729
-3,788
-44% -$315K 0.04% 129
2020
Q3 		$680K Hold
8,517
– – 0.07% 111
2020
Q2 		$671K Sell
8,517
-50
-0.6% -$3.79K 0.08% 112
2020
Q1 		$596K Sell
8,567
-32
-0.4% -$2.83K 0.08% 108
2019
Q4 		$800K Sell
8,599
-263
-3% -$24.4K 0.08% 108
2019
Q3 		$829K Buy
8,862
+128
+1% +$11.7K 0.09% 106
2019
Q2 		$763K Sell
8,734
-2,286
-21% -$200K 0.08% 115
2019
Q1 		$959K Sell
11,020
-550
-5% -$45.5K 0.1% 111
2018
Q4 		$867K Buy
+11,570
New +$909K 0.11% 95

Other funds holding IYR

Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Valley Wealth Managers's IYR Position: Q3 2025 in Review

Valley Wealth Managers sold out of iShares US Real Estate ETF (IYR) in Q3 2025, closing a stake of 32 shares — an estimated $3.03K sold.

Valley Wealth Managers first reported a position in IYR in Q4 2018 and held it in 27 quarters. The position peaked at $959K in Q1 2019. 467 funds tracked by Wall St. Rank hold IYR as of Q3 2025.

  • Valley Wealth Managers reported no remaining iShares US Real Estate ETF position as of Q3 2025 after selling out during the quarter.
  • Valley Wealth Managers sold 32 iShares US Real Estate ETF shares in Q3 2025, an estimated $3.03K.
  • Valley Wealth Managers first reported a position in iShares US Real Estate ETF in Q4 2018 and held it in 27 quarters.
  • Valley Wealth Managers's iShares US Real Estate ETF position peaked at $959K in Q1 2019.
  • 467 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2025.

Based on Valley Wealth Managers's 13F filing for Q3 2025, filed 3 Nov 2025.