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Concourse Financial Group Securities’s iShares US Real Estate ETF IYR Stock Holding History

Concourse Financial Group Securities’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
Q1 		– Sell
-539
Closed -$50.7K – 1101
2024
Q4 		$50.7K Sell
539
-25
-4% -$2.46K ﹤0.01% 1217
2024
Q3 		$57.5K Buy
564
+80
+17% +$7.71K ﹤0.01% 1134
2024
Q2 		$42.5K Hold
484
– – ﹤0.01% 1244
2024
Q1 		$43.5K Buy
484
+9
+2% +$796 ﹤0.01% 1238
2023
Q4 		$43.4K Buy
475
+200
+73% +$16.4K ﹤0.01% 1186
2023
Q3 		$21.7K Buy
275
+200
+267% +$17K ﹤0.01% 1415
2023
Q2 		$6.49K Sell
75
-25
-25% -$2.1K ﹤0.01% 1775
2023
Q1 		$8.49K Sell
100
-345
-78% -$30.2K ﹤0.01% 1708
2022
Q4 		$37.5K Sell
445
-217
-33% -$18.2K ﹤0.01% 1204
2022
Q3 		$54K Sell
662
-143
-18% -$13.5K 0.01% 929
2022
Q2 		$74K Sell
805
-1,363
-63% -$136K 0.01% 928
2022
Q1 		$235K Sell
2,168
-827
-28% -$87.3K 0.02% 601
2021
Q4 		$348K Sell
2,995
-50
-2% -$5.48K 0.02% 563
2021
Q3 		$312K Buy
3,045
+1,900
+166% +$202K 0.02% 573
2021
Q2 		$117K Sell
1,145
-5
-0.4% -$496 0.01% 919
2021
Q1 		$106K Sell
1,150
-34
-3% -$2.98K 0.01% 906
2020
Q4 		$101K Sell
1,184
-191
-14% -$15.9K 0.01% 883
2020
Q3 		$110K Hold
1,375
– – 0.01% 752
2020
Q2 		$108K Sell
1,375
-855
-38% -$64.8K 0.01% 703
2020
Q1 		$155K Buy
2,230
+1,244
+126% +$110K 0.02% 527
2019
Q4 		$92K Sell
986
-78
-7% -$7.23K 0.01% 740
2019
Q3 		$100K Sell
1,064
-5,340
-83% -$486K 0.02% 448
2019
Q2 		$559K Buy
6,404
+36
+0.6% +$3.15K 0.06% 243
2019
Q1 		$554K Sell
6,368
-4,805
-43% -$397K 0.06% 242
2018
Q4 		$837K Buy
11,173
+2,785
+33% +$219K 0.1% 178
2018
Q3 		$678K Buy
+8,388
New +$684K 0.19% 113

Other funds holding IYR

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Concourse Financial Group Securities's IYR Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of iShares US Real Estate ETF (IYR) in Q1 2025, closing a stake of 539 shares — an estimated $50.7K sold.

Concourse Financial Group Securities first reported a position in IYR in Q3 2018 and held it in 26 quarters. The position peaked at $837K in Q4 2018. 480 funds tracked by Wall St. Rank hold IYR as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining iShares US Real Estate ETF position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 539 iShares US Real Estate ETF shares in Q1 2025, an estimated $50.7K.
  • Concourse Financial Group Securities first reported a position in iShares US Real Estate ETF in Q3 2018 and held it in 26 quarters.
  • Concourse Financial Group Securities's iShares US Real Estate ETF position peaked at $837K in Q4 2018.
  • 480 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.