CIBC Private Wealth Group
IYR icon

CIBC Private Wealth Group’s iShares US Real Estate ETF IYR Stock Holding History

CIBC Private Wealth Group’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 		$7.83K Hold
83
– – ﹤0.01% 2496
2025
Q3 		$8.03K Buy
83
+1
+1% +$96 ﹤0.01% 2463
2025
Q2 		$7.79K Hold
82
– – ﹤0.01% 2342
2025
Q1 		$6.91K Hold
82
– – ﹤0.01% 2358
2024
Q4 		$7.48K Buy
82
+5
+6% +$493 ﹤0.01% 2358
2024
Q3 		$7.83K Buy
77
+1
+1% +$96 ﹤0.01% 2473
2024
Q2 		$6.7K Hold
76
– – ﹤0.01% 2431
2024
Q1 		$6.71K Buy
+76
New +$6.72K ﹤0.01% 2424
2022
Q3 		– Sell
-2,429
Closed -$223K – 1055
2022
Q2 		$223K Sell
2,429
-6,259
-72% -$624K ﹤0.01% 863
2022
Q1 		$940K Buy
+8,688
New +$917K ﹤0.01% 644
2018
Q3 		– Sell
-235
Closed -$19K – 1336
2018
Q2 		$19K Buy
235
+39
+20% +$3K ﹤0.01% 1417
2018
Q1 		$15K Sell
196
-50
-20% -$3.79K ﹤0.01% 1444
2017
Q4 		$20K Buy
+246
New +$20K ﹤0.01% 1405

Other funds holding IYR

Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return
CWM
CIBC World Markets New York $19.9B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return