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Creekmur Asset Management’s iShares US Real Estate ETF IYR Stock Holding History

Creekmur Asset Management’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 		$194 Hold
2
– – ﹤0.01% 700
2025
Q2 		$190 Hold
2
– – ﹤0.01% 711
2025
Q1 		$192 Hold
2
– – ﹤0.01% 664
2024
Q4 		$186 Hold
2
– – ﹤0.01% 793
2024
Q3 		$204 Sell
2
-21
-91% -$2.02K ﹤0.01% 868
2024
Q2 		$2.02K Buy
+23
New +$1.97K ﹤0.01% 708

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
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Creekmur Asset Management's IYR Position: Q3 2025 in Review

Creekmur Asset Management held its iShares US Real Estate ETF (IYR) position steady in Q3 2025 at 2 shares worth $194. The position accounts for ﹤0.01% of the portfolio, ranked #700.

Creekmur Asset Management first reported a position in IYR in Q2 2024 and has held it in 6 quarters since. The position peaked at $2.02K in Q2 2024. 467 funds tracked by Wall St. Rank hold IYR as of Q3 2025.

  • Creekmur Asset Management held 2 shares of iShares US Real Estate ETF worth $194 as of Q3 2025.
  • Creekmur Asset Management left its iShares US Real Estate ETF share count unchanged in Q3 2025.
  • iShares US Real Estate ETF made up ﹤0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #700 holding.
  • Creekmur Asset Management first reported a position in iShares US Real Estate ETF in Q2 2024 and has held it in 6 quarters since.
  • Creekmur Asset Management's iShares US Real Estate ETF position peaked at $2.02K in Q2 2024.
  • 467 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.