Wolverine Asset Management’s iShares US Real Estate ETF IYR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-293
| Closed | -$29.8K | – | 1718 |
|
|
2024
Q3 | $29.8K | Buy |
+293
| New | +$28.2K | ﹤0.01% | 1229 |
|
|
2024
Q2 | – | Sell |
-993
| Closed | -$89.3K | – | 1714 |
|
|
2024
Q1 | $89.3K | Buy |
+993
| New | +$87.8K | ﹤0.01% | 1066 |
|
|
2022
Q1 | – | Sell |
-1,652
| Closed | -$191K | – | 2266 |
|
|
2021
Q4 | $191K | Buy |
+1,652
| New | +$181K | ﹤0.01% | 1234 |
|
|
2021
Q3 | – | Sell |
-997
| Closed | -$101K | – | 2168 |
|
|
2021
Q2 | $101K | Sell |
997
-14,225
| -93% | -$1.41M | ﹤0.01% | 1477 |
|
|
2021
Q1 | $1.4M | Buy |
+15,222
| New | +$1.34M | 0.01% | 537 |
|
|
2019
Q3 | – | Sell |
-17,985
| Closed | -$1.57M | – | 1502 |
|
|
2019
Q2 | $1.57M | Sell |
17,985
-2,005
| -10% | -$176K | 0.02% | 504 |
|
|
2019
Q1 | $1.74M | Sell |
19,990
-267,207
| -93% | -$22.1M | 0.02% | 474 |
|
|
2018
Q4 | $21.5M | Buy |
287,197
+275,880
| +2,438% | +$21.7M | 0.26% | 83 |
|
|
2018
Q3 | $905K | Sell |
11,317
-780
| -6% | -$63.6K | 0.01% | 841 |
|
|
2018
Q2 | $974K | Buy |
12,097
+6,823
| +129% | +$526K | 0.01% | 784 |
|
|
2018
Q1 | $398K | Buy |
5,274
+5,062
| +2,388% | +$384K | 0.01% | 1025 |
|
|
2017
Q4 | $17K | Sell |
212
-1,504
| -88% | -$122K | ﹤0.01% | 1344 |
|
|
2017
Q3 | $137K | Sell |
1,716
-406
| -19% | -$32.6K | ﹤0.01% | 1047 |
|
|
2017
Q2 | $169K | Buy |
2,122
+2,006
| +1,729% | +$160K | ﹤0.01% | 973 |
|
|
2017
Q1 | $9K | Buy |
116
+105
| +955% | +$8.2K | ﹤0.01% | 1129 |
|
|
2016
Q4 | $0 | Sell |
11
-82,171
| -100% | -$6.24M | ﹤0.01% | 1237 |
|
|
2016
Q3 | $6.63M | Buy |
82,182
+11,846
| +17% | +$981K | 0.1% | 192 |
|
|
2016
Q2 | $5.79M | Buy |
70,336
+56,235
| +399% | +$4.41M | 0.09% | 231 |
|
|
2016
Q1 | $1.1M | Sell |
14,101
-2,214
| -14% | -$161K | 0.03% | 376 |
|
|
2015
Q4 | $1.22M | Buy |
+16,315
| New | +$1.22M | 0.03% | 432 |
|
|
2015
Q2 | – | Sell |
-128,747
| Closed | -$10.2M | – | 1939 |
|
|
2015
Q1 | $10.2M | Sell |
128,747
-28,089
| -18% | -$2.25M | 0.2% | 92 |
|
|
2014
Q4 | $12.1M | Buy |
156,836
+101,144
| +182% | +$7.56M | 0.23% | 79 |
|
|
2014
Q3 | $3.85M | Sell |
55,692
-82,693
| -60% | -$5.99M | 0.08% | 196 |
|
|
2014
Q2 | $9.93M | Buy |
138,385
+81,832
| +145% | +$5.76M | 0.22% | 91 |
|
|
2014
Q1 | $3.83M | Buy |
+56,553
| New | +$3.75M | 0.08% | 190 |
|
Other funds holding IYR
WI
CWM
Wolverine Asset Management's IYR Position: Q4 2024 in Review
Wolverine Asset Management sold out of iShares US Real Estate ETF (IYR) in Q4 2024, closing a stake of 293 shares — an estimated $29.8K sold.
Wolverine Asset Management first reported a position in IYR in Q1 2014 and held it in 25 quarters. The position peaked at $21.5M in Q4 2018. 515 funds tracked by Wall St. Rank hold IYR as of Q4 2024.
- Wolverine Asset Management reported no remaining iShares US Real Estate ETF position as of Q4 2024 after selling out during the quarter.
- Wolverine Asset Management sold 293 iShares US Real Estate ETF shares in Q4 2024, an estimated $29.8K.
- Wolverine Asset Management first reported a position in iShares US Real Estate ETF in Q1 2014 and held it in 25 quarters.
- Wolverine Asset Management's iShares US Real Estate ETF position peaked at $21.5M in Q4 2018.
- 515 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2024.
Based on Wolverine Asset Management's 13F filing for Q4 2024, filed 3 Feb 2025.