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Atria Wealth Solutions’s iShares US Real Estate ETF IYR Stock Holding History

Atria Wealth Solutions’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 		$425K Buy
4,478
+25
+0.6% +$2.33K 0.01% 993
2025
Q1 		$426K Buy
4,453
+139
+3% +$13.2K 0.01% 1276
2024
Q4 		$402K Sell
4,314
-1,033
-19% -$102K ﹤0.01% 1385
2024
Q3 		$545K Sell
5,347
-318
-6% -$30.6K 0.01% 1208
2024
Q2 		$497K Buy
5,665
+72
+1% +$6.18K 0.01% 1241
2024
Q1 		$503K Buy
5,593
+151
+3% +$13.4K 0.01% 1262
2023
Q4 		$497K Buy
5,442
+221
+4% +$18.1K 0.01% 1216
2023
Q3 		$410K Sell
5,221
-98
-2% -$8.35K 0.01% 1230
2023
Q2 		$460K Sell
5,319
-3,520
-40% -$296K 0.01% 1201
2023
Q1 		$750K Buy
8,839
+2,556
+41% +$224K 0.01% 933
2022
Q4 		$529K Sell
6,283
-580
-8% -$48.7K 0.01% 1051
2022
Q3 		$559K Buy
6,863
+134
+2% +$12.7K 0.01% 966
2022
Q2 		$619K Sell
6,729
-3,771
-36% -$376K 0.01% 875
2022
Q1 		$1.14M Buy
+10,500
New +$1.11M 0.02% 678

Other funds holding IYR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WI
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
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Atria Wealth Solutions's IYR Position: Q2 2025 in Review

Atria Wealth Solutions increased its iShares US Real Estate ETF (IYR) stake by 0.56% in Q2 2025, buying an estimated $2.33K and bringing the position to 4,478 shares worth $425K. The position accounts for 0.01% of the portfolio, ranked #993.

Atria Wealth Solutions first reported a position in IYR in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.14M in Q1 2022. 476 funds tracked by Wall St. Rank hold IYR as of Q2 2025.

  • Atria Wealth Solutions held 4,478 shares of iShares US Real Estate ETF worth $425K as of Q2 2025.
  • Atria Wealth Solutions bought 25 iShares US Real Estate ETF shares in Q2 2025, an estimated $2.33K.
  • iShares US Real Estate ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #993 holding.
  • Atria Wealth Solutions first reported a position in iShares US Real Estate ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's iShares US Real Estate ETF position peaked at $1.14M in Q1 2022.
  • 476 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.