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

Crewe 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
2026 Q1	–	Sell	-150	Closed	-$14.1K	–	1091
2025 Q4	$14.1K	Hold	150	–	–	﹤0.01%	554
2025 Q3	$14.6K	Hold	150	–	–	﹤0.01%	562
2025 Q2	$14.2K	Hold	150	–	–	﹤0.01%	415
2025 Q1	$14.4K	Hold	150	–	–	﹤0.01%	387
2024 Q4	$14K	Hold	150	–	–	﹤0.01%	394
2024 Q3	$15.3K	Buy	+150	New	+$14.4K	﹤0.01%	431
2022 Q4	–	Sell	-500	Closed	-$41K	–	1152
2022 Q3	$41K	Sell	500 -500	-50%	-$47.3K	0.01%	337
2022 Q2	$92K	Buy	+1,000	New	+$99.7K	0.02%	219
2020 Q4	–	Sell	-815	Closed	-$65K	–	556
2020 Q3	$65K	Buy	+815	New	+$65.8K	0.03%	106
2020 Q2	–	Sell	-200	Closed	-$14K	–	221
2020 Q1	$14K	Hold	200	–	–	0.01%	133
2019 Q4	$19K	Hold	200	–	–	0.01%	156
2019 Q3	$19K	Hold	200	–	–	0.01%	160
2019 Q2	$17K	Hold	200	–	–	0.01%	194
2019 Q1	$17K	Hold	200	–	–	0.01%	164
2018 Q4	$15K	Hold	200	–	–	﹤0.01%	168
2018 Q3	$16K	Hold	200	–	–	0.01%	181
2018 Q2	$16K	Hold	200	–	–	0.01%	191
2018 Q1	$15K	Hold	200	–	–	0.01%	204
2017 Q4	$16K	Buy	+200	New	+$16.2K	0.02%	203

Other funds holding IYR

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

IMPI

Ilmarinen Mutual Pension Insurance Helsinki, Finland $14.8B AUM 26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Crewe Advisors's IYR Position: Q1 2026 in Review

Crewe Advisors sold out of iShares US Real Estate ETF (IYR) in Q1 2026, closing a stake of 150 shares — an estimated $14.1K sold.

Crewe Advisors first reported a position in IYR in Q4 2017 and held it in 19 quarters. The position peaked at $92K in Q2 2022. 461 funds tracked by Wall St. Rank hold IYR as of Q1 2026.

Crewe Advisors reported no remaining iShares US Real Estate ETF position as of Q1 2026 after selling out during the quarter.
Crewe Advisors sold 150 iShares US Real Estate ETF shares in Q1 2026, an estimated $14.1K.
Crewe Advisors first reported a position in iShares US Real Estate ETF in Q4 2017 and held it in 19 quarters.
Crewe Advisors's iShares US Real Estate ETF position peaked at $92K in Q2 2022.
461 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2026.

Based on Crewe Advisors's 13F filing for Q1 2026, filed 7 May 2026.