WR Wealth Planners’s iShares US Real Estate ETF IYR Stock Holding History

WR Wealth Planners’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	$39.5K	Buy	424 +3	+0.7%	+$296	0.01%	343
2024 Q3	$42.9K	Buy	+421	New	+$40.5K	0.01%	356
2023 Q4	–	Sell	-34	Closed	-$2.67K	–	532
2023 Q3	$2.67K	Sell	34 -52	-60%	-$4.43K	﹤0.01%	741
2023 Q2	$7.47K	Buy	86 +52	+153%	+$4.37K	﹤0.01%	620
2023 Q1	$2.89K	Hold	34	–	–	﹤0.01%	740
2022 Q4	$2.85K	Sell	34 -47	-58%	-$3.95K	﹤0.01%	370
2022 Q3	$6.55K	Sell	81 -17	-17%	-$1.61K	﹤0.01%	295
2022 Q2	$8.98K	Buy	98 +19	+24%	+$1.89K	0.01%	291
2022 Q1	$8.59K	Buy	+79	New	+$8.34K	0.01%	316

Other funds holding IYR

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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 $12.8B AUM 19.73% 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

WR Wealth Planners's IYR Position: Q4 2024 in Review

WR Wealth Planners increased its iShares US Real Estate ETF (IYR) stake by 0.71% in Q4 2024, buying an estimated $296 and bringing the position to 424 shares worth $39.5K. The position accounts for 0.01% of the portfolio, ranked #343.

WR Wealth Planners first reported a position in IYR in Q1 2022 and has held it in 9 quarters since. The position peaked at $42.9K in Q3 2024. 515 funds tracked by Wall St. Rank hold IYR as of Q4 2024.

WR Wealth Planners held 424 shares of iShares US Real Estate ETF worth $39.5K as of Q4 2024.
WR Wealth Planners bought 3 iShares US Real Estate ETF shares in Q4 2024, an estimated $296.
iShares US Real Estate ETF made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #343 holding.
WR Wealth Planners first reported a position in iShares US Real Estate ETF in Q1 2022 and has held it in 9 quarters since.
WR Wealth Planners's iShares US Real Estate ETF position peaked at $42.9K in Q3 2024.
515 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.