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ABLE Financial Group’s iShares US Real Estate ETF IYR Stock Holding History

ABLE Financial Group’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
2025
Q4 		– Sell
-2,627
Closed -$255K – 219
2025
Q3 		$255K Hold
2,627
– – 0.06% 176
2025
Q2 		$249K Hold
2,627
– – 0.06% 179
2025
Q1 		$252K Sell
2,627
-563
-18% -$53.6K 0.07% 166
2024
Q4 		$297K Hold
3,190
– – 0.09% 148
2024
Q3 		$325K Buy
3,190
+8
+0.3% +$771 0.1% 140
2024
Q2 		$279K Buy
3,182
+34
+1% +$2.92K 0.1% 140
2024
Q1 		$283K Sell
3,148
-659
-17% -$58.3K 0.11% 128
2023
Q4 		$348K Buy
+3,807
New +$312K 0.15% 103
2023
Q2 		– Sell
-6,802
Closed -$577K – 146
2023
Q1 		$577K Buy
+6,802
New +$595K 0.38% 55

Other funds holding IYR

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ABLE Financial Group's IYR Position: Q4 2025 in Review

ABLE Financial Group sold out of iShares US Real Estate ETF (IYR) in Q4 2025, closing a stake of 2,627 shares — an estimated $255K sold.

ABLE Financial Group first reported a position in IYR in Q1 2023 and held it in 9 quarters. The position peaked at $577K in Q1 2023. 474 funds tracked by Wall St. Rank hold IYR as of Q4 2025.

  • ABLE Financial Group reported no remaining iShares US Real Estate ETF position as of Q4 2025 after selling out during the quarter.
  • ABLE Financial Group sold 2,627 iShares US Real Estate ETF shares in Q4 2025, an estimated $255K.
  • ABLE Financial Group first reported a position in iShares US Real Estate ETF in Q1 2023 and held it in 9 quarters.
  • ABLE Financial Group's iShares US Real Estate ETF position peaked at $577K in Q1 2023.
  • 474 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2025.

Based on ABLE Financial Group's 13F filing for Q4 2025, filed 23 Jan 2026.