WAM
IYR icon

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
-95,600
Closed -$8.32M – 1512
2019
Q1 		$8.32M Sell
95,600
-130,600
-58% -$10.8M 0.11% 164
2018
Q4 		$17M Buy
+226,200
New +$17.8M 0.2% 103
2018
Q3 		– Sell
-144,700
Closed -$11.7M – 1563
2018
Q2 		$11.7M Buy
144,700
+134,700
+1,347% +$10.4M 0.15% 141
2018
Q1 		$754K Sell
10,000
-20,000
-67% -$1.52M 0.01% 865
2017
Q4 		$2.43M Buy
+30,000
New +$2.44M 0.02% 450
2017
Q3 		– Sell
-100
Closed -$7K – 1424
2017
Q2 		$7K Sell
100
-86,300
-100% -$6.86M ﹤0.01% 1230
2017
Q1 		$6.78M Buy
+86,400
New +$6.74M 0.11% 183
2014
Q4 		– Sell
-48
Closed -$5K – 2353
2014
Q3 		$5K Hold
48
– – ﹤0.01% 2134
2014
Q2 		$4K Sell
48
-116
-71% -$8.17K ﹤0.01% 2055
2014
Q1 		$29K Sell
164
-828
-83% -$54.9K ﹤0.01% 1517
2013
Q4 		$190K Buy
992
+433
+77% +$27.9K ﹤0.01% 1181
2013
Q3 		$91K Buy
559
+208
+59% +$13.6K ﹤0.01% 1494
2013
Q2 		$100K Buy
+351
New +$24.8K ﹤0.01% 1417

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

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.