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Watts Gwilliam & Co’s iShares US Real Estate ETF IYR Stock Holding History

Watts Gwilliam & Co’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 		$374K Hold
3,855
– – 0.06% 162
2025
Q2 		$373K Sell
3,855
-771
-17% -$71.9K 0.06% 161
2025
Q1 		$443K Buy
4,626
+361
+8% +$34.3K 0.1% 138
2024
Q4 		$390K Buy
4,265
+300
+8% +$29.6K 0.08% 143
2024
Q3 		$391K Buy
+3,965
New +$382K 0.09% 144
2024
Q1 		$370K Buy
+4,255
New +$376K 0.11% 127

Other funds holding IYR

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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 $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Watts Gwilliam & Co's IYR Position: Q3 2025 in Review

Watts Gwilliam & Co held its iShares US Real Estate ETF (IYR) position steady in Q3 2025 at 3,855 shares worth $374K. The position accounts for 0.06% of the portfolio, ranked #162.

Watts Gwilliam & Co first reported a position in IYR in Q1 2024 and has held it in 6 quarters since. The position peaked at $443K in Q1 2025. 467 funds tracked by Wall St. Rank hold IYR as of Q3 2025.

  • Watts Gwilliam & Co held 3,855 shares of iShares US Real Estate ETF worth $374K as of Q3 2025.
  • Watts Gwilliam & Co left its iShares US Real Estate ETF share count unchanged in Q3 2025.
  • iShares US Real Estate ETF made up 0.06% of Watts Gwilliam & Co's portfolio in Q3 2025, its #162 holding.
  • Watts Gwilliam & Co first reported a position in iShares US Real Estate ETF in Q1 2024 and has held it in 6 quarters since.
  • Watts Gwilliam & Co's iShares US Real Estate ETF position peaked at $443K in Q1 2025.
  • 467 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2025.

Based on Watts Gwilliam & Co's 13F filing for Q3 2025, filed 21 Nov 2025.