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

Atala Financial’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	-56	Closed	-$5.36K	–	294
2025 Q1	$5.36K	Hold	56	–	–	﹤0.01%	410
2024 Q4	$5.21K	Buy	+56	New	+$5.52K	﹤0.01%	416

Other funds holding IYR

Morgan Stanley New York $1.89T AUM 35.08% 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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Atala Financial's IYR Position: Q2 2025 in Review

Atala Financial sold out of iShares US Real Estate ETF (IYR) in Q2 2025, closing a stake of 56 shares — an estimated $5.36K sold.

Atala Financial first reported a position in IYR in Q4 2024 and held it in 2 quarters. The position peaked at $5.36K in Q1 2025. 476 funds tracked by Wall St. Rank hold IYR as of Q2 2025.

Atala Financial reported no remaining iShares US Real Estate ETF position as of Q2 2025 after selling out during the quarter.
Atala Financial sold 56 iShares US Real Estate ETF shares in Q2 2025, an estimated $5.36K.
Atala Financial first reported a position in iShares US Real Estate ETF in Q4 2024 and held it in 2 quarters.
Atala Financial's iShares US Real Estate ETF position peaked at $5.36K in Q1 2025.
476 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2025.

Based on Atala Financial's 13F filing for Q2 2025, filed 7 Aug 2025.