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Advisor Resource Council’s iShares US Real Estate ETF IYR Stock Holding History

Advisor Resource Council’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
Q2 		– Sell
-2,500
Closed -$239K – 382
2025
Q1 		$239K Buy
+2,500
New +$238K 0.02% 516
2024
Q1 		– Sell
-2,703
Closed -$247K – 369
2023
Q4 		$247K Buy
+2,703
New +$221K 0.03% 393
2022
Q3 		– Sell
-2,765
Closed -$254K – 326
2022
Q2 		$254K Buy
+2,765
New +$276K 0.02% 407
2022
Q1 		– Sell
-2,900
Closed -$337K – 375
2021
Q4 		$337K Buy
+2,900
New +$318K 0.03% 405
2021
Q3 		– Sell
-2,765
Closed -$282K – 344
2021
Q2 		$282K Buy
+2,765
New +$274K 0.03% 402

Other funds holding IYR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Advisor Resource Council's IYR Position: Q2 2025 in Review

Advisor Resource Council sold out of iShares US Real Estate ETF (IYR) in Q2 2025, closing a stake of 2,500 shares — an estimated $239K sold.

Advisor Resource Council first reported a position in IYR in Q2 2021 and held it in 5 quarters. The position peaked at $337K in Q4 2021. 476 funds tracked by Wall St. Rank hold IYR as of Q2 2025.

  • Advisor Resource Council reported no remaining iShares US Real Estate ETF position as of Q2 2025 after selling out during the quarter.
  • Advisor Resource Council sold 2,500 iShares US Real Estate ETF shares in Q2 2025, an estimated $239K.
  • Advisor Resource Council first reported a position in iShares US Real Estate ETF in Q2 2021 and held it in 5 quarters.
  • Advisor Resource Council's iShares US Real Estate ETF position peaked at $337K in Q4 2021.
  • 476 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.