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

Davies Financial 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
2025
Q4 		– Sell
-4,765
Closed -$463K – 50
2025
Q3 		$463K Sell
4,765
-277
-5% -$26.7K 0.38% 52
2025
Q2 		$478K Sell
5,042
-3,234
-39% -$302K 0.37% 55
2025
Q1 		$792K Buy
8,276
+481
+6% +$45.8K 0.68% 33
2024
Q4 		$725K Buy
7,795
+479
+7% +$47.2K 0.62% 35
2024
Q3 		$745K Sell
7,316
-361
-5% -$34.8K 0.65% 35
2024
Q2 		$674K Sell
7,677
-123
-2% -$10.6K 0.63% 37
2024
Q1 		$701K Buy
+7,800
New +$690K 0.72% 32

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
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Davies Financial Advisors's IYR Position: Q4 2025 in Review

Davies Financial Advisors sold out of iShares US Real Estate ETF (IYR) in Q4 2025, closing a stake of 4,765 shares — an estimated $463K sold.

Davies Financial Advisors first reported a position in IYR in Q1 2024 and held it in 7 quarters. The position peaked at $792K in Q1 2025. 476 funds tracked by Wall St. Rank hold IYR as of Q4 2025.

  • Davies Financial Advisors reported no remaining iShares US Real Estate ETF position as of Q4 2025 after selling out during the quarter.
  • Davies Financial Advisors sold 4,765 iShares US Real Estate ETF shares in Q4 2025, an estimated $463K.
  • Davies Financial Advisors first reported a position in iShares US Real Estate ETF in Q1 2024 and held it in 7 quarters.
  • Davies Financial Advisors's iShares US Real Estate ETF position peaked at $792K in Q1 2025.
  • 476 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2025.

Based on Davies Financial Advisors's 13F filing for Q4 2025, filed 27 Jan 2026.