CPA
IYR icon

Cardiff Park Advisors’s iShares US Real Estate ETF IYR Stock Holding History

Cardiff Park 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
Q4 		– Sell
-85
Closed -$8.25K – 371
2025
Q3 		$8.25K Hold
85
– – ﹤0.01% 368
2025
Q2 		$8.05K Hold
85
– – ﹤0.01% 340
2025
Q1 		$8.13K Hold
85
– – ﹤0.01% 339
2024
Q4 		$7.88K Buy
85
+1
+1% +$99 ﹤0.01% 328
2024
Q3 		$8.55K Buy
84
+1
+1% +$96 ﹤0.01% 329
2024
Q2 		$7.31K Hold
83
– – ﹤0.01% 322
2024
Q1 		$7.44K Sell
83
-548
-87% -$48.5K ﹤0.01% 341
2023
Q4 		$57.7K Buy
631
+12
+2% +$982 0.01% 284
2023
Q3 		$48.4K Hold
619
– – 0.01% 270
2023
Q2 		$53.6K Buy
619
+3
+0.5% +$252 0.01% 283
2023
Q1 		$52.3K Buy
616
+3
+0.5% +$262 0.01% 277
2022
Q4 		$51.6K Buy
613
+12
+2% +$1.01K 0.01% 278
2022
Q3 		$49K Buy
601
+1
+0.2% +$95 0.01% 281
2022
Q2 		$55K Buy
600
+2
+0.3% +$199 0.01% 279
2022
Q1 		$65K Buy
598
+2
+0.3% +$211 0.01% 279
2021
Q4 		$69K Buy
+596
New +$65.3K 0.01% 271

Other funds holding IYR

Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cardiff Park Advisors's IYR Position: Q4 2025 in Review

Cardiff Park Advisors sold out of iShares US Real Estate ETF (IYR) in Q4 2025, closing a stake of 85 shares — an estimated $8.25K sold.

Cardiff Park Advisors first reported a position in IYR in Q4 2021 and held it in 16 quarters. The position peaked at $69K in Q4 2021. 476 funds tracked by Wall St. Rank hold IYR as of Q4 2025.

  • Cardiff Park Advisors reported no remaining iShares US Real Estate ETF position as of Q4 2025 after selling out during the quarter.
  • Cardiff Park Advisors sold 85 iShares US Real Estate ETF shares in Q4 2025, an estimated $8.25K.
  • Cardiff Park Advisors first reported a position in iShares US Real Estate ETF in Q4 2021 and held it in 16 quarters.
  • Cardiff Park Advisors's iShares US Real Estate ETF position peaked at $69K in Q4 2021.
  • 476 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2025.

Based on Cardiff Park Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.