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Willow Creek Wealth Management’s iShares US Real Estate ETF IYR Stock Holding History

Willow Creek Wealth 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
2024
Q4 		– Sell
-2,044
Closed -$208K – 156
2024
Q3 		$208K Sell
2,044
-1,902
-48% -$183K 0.02% 153
2024
Q2 		$346K Buy
3,946
+12
+0.3% +$1.03K 0.04% 109
2024
Q1 		$354K Buy
+3,934
New +$348K 0.04% 109

Other funds holding IYR

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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 $11.5B AUM 18.72% 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

Willow Creek Wealth Management's IYR Position: Q4 2024 in Review

Willow Creek Wealth Management sold out of iShares US Real Estate ETF (IYR) in Q4 2024, closing a stake of 2,044 shares — an estimated $208K sold.

Willow Creek Wealth Management first reported a position in IYR in Q1 2024 and held it in 3 quarters. The position peaked at $354K in Q1 2024. 515 funds tracked by Wall St. Rank hold IYR as of Q4 2024.

  • Willow Creek Wealth Management reported no remaining iShares US Real Estate ETF position as of Q4 2024 after selling out during the quarter.
  • Willow Creek Wealth Management sold 2,044 iShares US Real Estate ETF shares in Q4 2024, an estimated $208K.
  • Willow Creek Wealth Management first reported a position in iShares US Real Estate ETF in Q1 2024 and held it in 3 quarters.
  • Willow Creek Wealth Management's iShares US Real Estate ETF position peaked at $354K in Q1 2024.
  • 515 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2024.

Based on Willow Creek Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.