Beacon Capital Management LLC (Tennessee)’s iShares US Real Estate ETF IYR Stock Holding History

Beacon Capital Management LLC (Tennessee)’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 Q3	–	Sell	-13	Closed	-$1.25K	–	590
2025 Q2	$1.25K	Hold	13	–	–	﹤0.01%	958
2025 Q1	$1.26K	Hold	13	–	–	﹤0.01%	1011
2024 Q4	$1.22K	Hold	13	–	–	﹤0.01%	966
2024 Q3	$1.32K	Hold	13	–	–	﹤0.01%	1069
2024 Q2	$1.14K	Sell	13 -4	-24%	-$343	﹤0.01%	933
2024 Q1	$1.53K	Hold	17	–	–	﹤0.01%	914
2023 Q4	$1.33K	Hold	17	–	–	﹤0.01%	840
2023 Q3	$1.47K	Hold	17	–	–	﹤0.01%	876
2023 Q2	$1.47K	Sell	17 -2	-11%	-$168	﹤0.01%	876
2023 Q1	$1.61K	Buy	19 +2	+12%	+$175	﹤0.01%	789
2022 Q4	$1.43K	Buy	17 +4	+31%	+$336	﹤0.01%	841
2022 Q3	$1K	Hold	13	–	–	﹤0.01%	815
2022 Q2	$1K	Hold	13	–	–	﹤0.01%	863
2022 Q1	$1K	Buy	+13	New	+$1.37K	﹤0.01%	863

Other funds holding IYR

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

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

Beacon Capital Management LLC (Tennessee)'s IYR Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of iShares US Real Estate ETF (IYR) in Q3 2025, closing a stake of 13 shares — an estimated $1.25K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in IYR in Q1 2022 and held it in 14 quarters. The position peaked at $1.61K in Q1 2023. 467 funds tracked by Wall St. Rank hold IYR as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining iShares US Real Estate ETF position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 13 iShares US Real Estate ETF shares in Q3 2025, an estimated $1.25K.
Beacon Capital Management LLC (Tennessee) first reported a position in iShares US Real Estate ETF in Q1 2022 and held it in 14 quarters.
Beacon Capital Management LLC (Tennessee)'s iShares US Real Estate ETF position peaked at $1.61K in Q1 2023.
467 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.