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Foster Dykema Cabot & Partners’s iShares US Real Estate ETF IYR Stock Holding History

Foster Dykema Cabot & Partners’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
-34
Closed -$3.3K – 383
2025
Q3 		$3.3K Hold
34
– – ﹤0.01% 385
2025
Q2 		$3.22K Hold
34
– – ﹤0.01% 317
2025
Q1 		$3.26K Hold
34
– – ﹤0.01% 315
2024
Q4 		$3.16K Sell
34
-34
-50% -$3.35K ﹤0.01% 338
2024
Q3 		$6.93K Sell
68
-68
-50% -$6.55K ﹤0.01% 390
2024
Q2 		$11.9K Sell
136
-34
-20% -$2.92K ﹤0.01% 261
2024
Q1 		$15.3K Buy
+170
New +$15K ﹤0.01% 253

Other funds holding IYR

Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return
CWM
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
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
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
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return