Atom Investors’s iShares US Real Estate ETF IYR Stock Holding History

Atom Investors’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	-9,474	Closed	-$907K	–	700
2025 Q1	$907K	Buy	+9,474	New	+$901K	0.11%	218
2022 Q4	–	Sell	-18,946	Closed	-$1.54M	–	269
2022 Q3	$1.54M	Hold	18,946	–	–	0.54%	49
2022 Q2	$1.74M	Buy	18,946 +1,769	+10%	+$176K	0.76%	35
2022 Q1	$1.86M	Sell	17,177 -17,967	-51%	-$1.9M	0.87%	23
2021 Q4	$4.08M	Buy	+35,144	New	+$3.85M	0.68%	18
2019 Q2	–	Sell	-105,640	Closed	-$9.2M	–	513
2019 Q1	$9.2M	Buy	+105,640	New	+$8.74M	0.78%	33

Other funds holding IYR

Morgan Stanley New York $1.66T AUM 25.57% 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 $416B AUM 33.63% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Atom Investors's IYR Position: Q2 2025 in Review

Atom Investors sold out of iShares US Real Estate ETF (IYR) in Q2 2025, closing a stake of 9,474 shares — an estimated $907K sold.

Atom Investors first reported a position in IYR in Q1 2019 and held it in 6 quarters. The position peaked at $9.2M in Q1 2019. 476 funds tracked by Wall St. Rank hold IYR as of Q2 2025.

Atom Investors reported no remaining iShares US Real Estate ETF position as of Q2 2025 after selling out during the quarter.
Atom Investors sold 9,474 iShares US Real Estate ETF shares in Q2 2025, an estimated $907K.
Atom Investors first reported a position in iShares US Real Estate ETF in Q1 2019 and held it in 6 quarters.
Atom Investors's iShares US Real Estate ETF position peaked at $9.2M in Q1 2019.
476 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2025.

Based on Atom Investors's 13F filing for Q2 2025, filed 14 Aug 2025.