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Global Financial Private Client’s iShares US Real Estate ETF IYR Stock Holding History

Global Financial Private Client’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
Q2 		– Sell
-112
Closed -$10.7K – 904
2025
Q1 		$10.7K Hold
112
– – ﹤0.01% 563
2024
Q4 		$10.4K Hold
112
– – ﹤0.01% 546
2024
Q3 		$11.4K Hold
112
– – ﹤0.01% 529
2024
Q2 		$9.83K Hold
112
– – ﹤0.01% 448
2024
Q1 		$9.9K Hold
112
– – ﹤0.01% 463
2023
Q4 		$10.2K Hold
112
– – ﹤0.01% 456
2023
Q3 		$8.59K Hold
112
– – ﹤0.01% 456
2023
Q2 		$9.78K Buy
+112
New +$9.41K ﹤0.01% 439

Other funds holding IYR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Global Financial Private Client's IYR Position: Q2 2025 in Review

Global Financial Private Client sold out of iShares US Real Estate ETF (IYR) in Q2 2025, closing a stake of 112 shares — an estimated $10.7K sold.

Global Financial Private Client first reported a position in IYR in Q2 2023 and held it in 8 quarters. The position peaked at $11.4K in Q3 2024. 476 funds tracked by Wall St. Rank hold IYR as of Q2 2025.

  • Global Financial Private Client reported no remaining iShares US Real Estate ETF position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 112 iShares US Real Estate ETF shares in Q2 2025, an estimated $10.7K.
  • Global Financial Private Client first reported a position in iShares US Real Estate ETF in Q2 2023 and held it in 8 quarters.
  • Global Financial Private Client's iShares US Real Estate ETF position peaked at $11.4K in Q3 2024.
  • 476 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.