EWG Elevate’s iShares US Real Estate ETF IYR Stock Holding History

EWG Elevate’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	$476K	Sell	4,902 -26,628	-84%	-$2.56M	0.15%	84
2025 Q2	$2.99M	Buy	+31,530	New	+$2.94M	0.92%	37
2023 Q1	–	Sell	-500	Closed	-$42.1K	–	418
2022 Q4	$42.1K	Buy	+500	New	+$42K	0.02%	196
2022 Q3	–	Sell	-8,705	Closed	-$801K	–	79
2022 Q2	$801K	Sell	8,705 -56,309	-87%	-$5.61M	0.39%	44
2022 Q1	$7.04M	Buy	65,014 +32,760	+102%	+$3.46M	2.76%	11
2021 Q4	$3.75M	Sell	32,254 -8,758	-21%	-$959K	1.84%	16
2021 Q3	$4.2M	Sell	41,012 -7,729	-16%	-$822K	1.74%	24
2021 Q2	$4.99M	Buy	+48,741	New	+$4.84M	1.93%	23
2020 Q1	–	Sell	-24,005	Closed	-$2.23M	–	72
2019 Q4	$2.23M	Buy	+24,005	New	+$2.23M	1.21%	26

Other funds holding IYR

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

EWG Elevate's IYR Position: Q3 2025 in Review

EWG Elevate reduced its iShares US Real Estate ETF (IYR) stake by 84% in Q3 2025, selling an estimated $2.56M and leaving 4,902 shares worth $476K. The position accounts for 0.15% of the portfolio, ranked #84.

EWG Elevate first reported a position in IYR in Q4 2019 and has held it in 9 quarters since. The position peaked at $7.04M in Q1 2022. 467 funds tracked by Wall St. Rank hold IYR as of Q3 2025.

EWG Elevate held 4,902 shares of iShares US Real Estate ETF worth $476K as of Q3 2025.
EWG Elevate sold 26,628 iShares US Real Estate ETF shares in Q3 2025, an estimated $2.56M.
iShares US Real Estate ETF made up 0.15% of EWG Elevate's portfolio in Q3 2025, its #84 holding.
EWG Elevate first reported a position in iShares US Real Estate ETF in Q4 2019 and has held it in 9 quarters since.
EWG Elevate's iShares US Real Estate ETF position peaked at $7.04M in Q1 2022.
467 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2025.

Based on EWG Elevate's 13F filing for Q3 2025, filed 7 Oct 2025.