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WESPAC Advisors’s iShares US Real Estate ETF IYR Stock Holding History

WESPAC Advisors’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
Q1 		– Sell
-7,652
Closed -$712K – 179
2024
Q4 		$712K Buy
7,652
+680
+10% +$67K 0.52% 77
2024
Q3 		$710K Buy
+6,972
New +$672K 0.53% 66
2022
Q4 		– Sell
-4,315
Closed -$351K – 76
2022
Q3 		$351K Buy
4,315
+378
+10% +$35.8K 0.47% 60
2022
Q2 		$362K Buy
3,937
+1,211
+44% +$121K 0.28% 68
2022
Q1 		$295K Sell
2,726
-1,165
-30% -$123K 0.32% 87
2021
Q4 		$452K Sell
3,891
-248
-6% -$27.2K 0.3% 106
2021
Q3 		$424K Buy
+4,139
New +$440K 0.26% 114
2020
Q4 		– Sell
-9,352
Closed -$747K – 152
2020
Q3 		$747K Sell
9,352
-2,004
-18% -$162K 0.93% 43
2020
Q2 		$895K Sell
11,356
-247
-2% -$18.7K 1.02% 39
2020
Q1 		$807K Sell
11,603
-108
-0.9% -$9.56K 1.94% 18
2019
Q4 		$1.09M Buy
11,711
+401
+4% +$37.2K 1.07% 37
2019
Q3 		$1.06M Sell
11,310
-4,088
-27% -$372K 1.05% 38
2019
Q2 		$1.34M Buy
+15,398
New +$1.35M 1% 41
2018
Q1 		– Sell
-13,118
Closed -$1.06M – 157
2017
Q4 		$1.06M Sell
13,118
-898
-6% -$72.9K 0.99% 36
2017
Q3 		$1.12M Buy
+14,016
New +$1.13M 0.74% 44
2017
Q1 		– Sell
-29,634
Closed -$2.28M – 117
2016
Q4 		$2.28M Buy
+29,634
New +$2.25M 2.56% 7

Other funds holding IYR

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

WESPAC Advisors's IYR Position: Q1 2025 in Review

WESPAC Advisors sold out of iShares US Real Estate ETF (IYR) in Q1 2025, closing a stake of 7,652 shares — an estimated $712K sold.

WESPAC Advisors first reported a position in IYR in Q4 2016 and held it in 16 quarters. The position peaked at $2.28M in Q4 2016. 480 funds tracked by Wall St. Rank hold IYR as of Q1 2025.

  • WESPAC Advisors reported no remaining iShares US Real Estate ETF position as of Q1 2025 after selling out during the quarter.
  • WESPAC Advisors sold 7,652 iShares US Real Estate ETF shares in Q1 2025, an estimated $712K.
  • WESPAC Advisors first reported a position in iShares US Real Estate ETF in Q4 2016 and held it in 16 quarters.
  • WESPAC Advisors's iShares US Real Estate ETF position peaked at $2.28M in Q4 2016.
  • 480 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2025.

Based on WESPAC Advisors's 13F filing for Q1 2025, filed 1 May 2025.