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Waycross Investment Management’s iShares US Real Estate ETF IYR Stock Holding History

Waycross Investment 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
Q3 		– Sell
-6,264
Closed -$594K – 43
2025
Q2 		$594K Hold
6,264
– – 0.62% 33
2025
Q1 		$600K Buy
6,264
+740
+13% +$70.4K 0.68% 33
2024
Q4 		$514K Buy
5,524
+39
+0.7% +$3.84K 0.54% 38
2024
Q3 		$559K Buy
+5,485
New +$528K 0.51% 42
2024
Q2 		– Sell
-32,881
Closed -$2.96M – 57
2024
Q1 		$2.96M Buy
32,881
+4,715
+17% +$417K 2.75% 10
2023
Q4 		$2.57M Buy
+28,166
New +$2.31M 2.83% 10

Other funds holding IYR

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 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 $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

Waycross Investment Management's IYR Position: Q3 2025 in Review

Waycross Investment Management sold out of iShares US Real Estate ETF (IYR) in Q3 2025, closing a stake of 6,264 shares — an estimated $594K sold.

Waycross Investment Management first reported a position in IYR in Q4 2023 and held it in 6 quarters. The position peaked at $2.96M in Q1 2024. 467 funds tracked by Wall St. Rank hold IYR as of Q3 2025.

  • Waycross Investment Management reported no remaining iShares US Real Estate ETF position as of Q3 2025 after selling out during the quarter.
  • Waycross Investment Management sold 6,264 iShares US Real Estate ETF shares in Q3 2025, an estimated $594K.
  • Waycross Investment Management first reported a position in iShares US Real Estate ETF in Q4 2023 and held it in 6 quarters.
  • Waycross Investment Management's iShares US Real Estate ETF position peaked at $2.96M in Q1 2024.
  • 467 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2025.

Based on Waycross Investment Management's 13F filing for Q3 2025, filed 23 Oct 2025.