Clark Wealth Partners’s iShares US Real Estate ETF IYR Stock Holding History

Clark Wealth Partners’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	-1	Closed	-$95	–	608
2025 Q2	$95	Buy	+1	New	+$93	﹤0.01%	522

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

Clark Wealth Partners's IYR Position: Q3 2025 in Review

Clark Wealth Partners sold out of iShares US Real Estate ETF (IYR) in Q3 2025, closing a stake of 1 share — an estimated $95 sold.

Clark Wealth Partners first reported a position in IYR in Q2 2025 and held it in 1 quarter. The position peaked at $95 in Q2 2025. 467 funds tracked by Wall St. Rank hold IYR as of Q3 2025.

Clark Wealth Partners reported no remaining iShares US Real Estate ETF position as of Q3 2025 after selling out during the quarter.
Clark Wealth Partners sold 1 iShares US Real Estate ETF share in Q3 2025, an estimated $95.
Clark Wealth Partners first reported a position in iShares US Real Estate ETF in Q2 2025 and held it in 1 quarter.
Clark Wealth Partners's iShares US Real Estate ETF position peaked at $95 in Q2 2025.
467 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2025.

Based on Clark Wealth Partners's 13F filing for Q3 2025, filed 4 Feb 2026.