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 London, United Kingdom $280B AUM 33.63% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return

CIBC World Markets New York $19.9B AUM

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BNP Paribas Financial Markets

BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return

Citigroup New York $157B AUM 32.99% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return