Wolverine Asset Management’s iShares US Real Estate ETF IYR Stock Holding History

Wolverine Asset 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
2019 Q2	–	Sell	-70,600	Closed	-$6.14M	–	1511
2019 Q1	$6.14M	Buy	+70,600	New	+$5.84M	0.08%	197
2017 Q2	–	Sell	-95,700	Closed	-$7.51M	–	1358
2017 Q1	$7.51M	Buy	95,700 +65,700	+219%	+$5.13M	0.12%	173
2016 Q4	$2.31M	Buy	+30,000	New	+$2.28M	0.03%	376
2014 Q4	–	Sell	-57	Closed	-$6K	–	2352
2014 Q3	$6K	Hold	57	–	–	﹤0.01%	2101
2014 Q2	$12K	Sell	57 -39	-41%	-$2.75K	﹤0.01%	1817
2014 Q1	$24K	Sell	96 -351	-79%	-$23.3K	﹤0.01%	1579
2013 Q4	$40K	Sell	447 -153	-26%	-$9.86K	﹤0.01%	1842
2013 Q3	$53K	Buy	600 +132	+28%	+$8.62K	﹤0.01%	1705
2013 Q2	$51K	Buy	+468	New	+$33.1K	﹤0.01%	1683

Other funds holding IYR

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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.