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Ascension Capital Advisors’s iShares US Real Estate ETF IYR Stock Holding History

Ascension Capital Advisors’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
Q1 		– Sell
-83,405
Closed -$7.76M – 40
2024
Q4 		$7.76M Buy
+83,405
New +$8.22M 3.38% 11
2021
Q4 		– Sell
-44,734
Closed -$4.58M – 38
2021
Q3 		$4.58M Buy
+44,734
New +$4.76M 2.99% 13

Other funds holding IYR

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Ascension Capital Advisors's IYR Position: Q1 2025 in Review

Ascension Capital Advisors sold out of iShares US Real Estate ETF (IYR) in Q1 2025, closing a stake of 83,405 shares — an estimated $7.76M sold.

Ascension Capital Advisors first reported a position in IYR in Q3 2021 and held it in 2 quarters. The position peaked at $7.76M in Q4 2024. 480 funds tracked by Wall St. Rank hold IYR as of Q1 2025.

  • Ascension Capital Advisors reported no remaining iShares US Real Estate ETF position as of Q1 2025 after selling out during the quarter.
  • Ascension Capital Advisors sold 83,405 iShares US Real Estate ETF shares in Q1 2025, an estimated $7.76M.
  • Ascension Capital Advisors first reported a position in iShares US Real Estate ETF in Q3 2021 and held it in 2 quarters.
  • Ascension Capital Advisors's iShares US Real Estate ETF position peaked at $7.76M in Q4 2024.
  • 480 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2025.

Based on Ascension Capital Advisors's 13F filing for Q1 2025, filed 6 May 2025.