Harvest Investment Services’s iShares US Real Estate ETF IYR Stock Holding History

Harvest Investment Services’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 Q1	–	Sell	-17,813	Closed	-$1.66M	–	317
2024 Q4	$1.66M	Buy	+17,813	New	+$1.76M	0.41%	73
2020 Q2	–	Sell	-3,627	Closed	-$252K	–	202
2020 Q1	$252K	Buy	+3,627	New	+$321K	0.34%	76
2019 Q4	–	Sell	-6,376	Closed	-$590K	–	168
2019 Q3	$590K	Sell	6,376 -1,742	-21%	-$159K	0.3%	65
2019 Q2	$711K	Sell	8,118 -1,117	-12%	-$97.8K	0.4%	63
2019 Q1	$803K	Buy	9,235 +5,026	+119%	+$416K	0.47%	53
2018 Q4	$345K	Buy	+4,209	New	+$331K	0.32%	66

Other funds holding IYR

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

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

CWM

CIBC World Markets New York $20.8B AUM

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Harvest Investment Services's IYR Position: Q1 2025 in Review

Harvest Investment Services sold out of iShares US Real Estate ETF (IYR) in Q1 2025, closing a stake of 17,813 shares — an estimated $1.66M sold.

Harvest Investment Services first reported a position in IYR in Q4 2018 and held it in 6 quarters. The position peaked at $1.66M in Q4 2024. 480 funds tracked by Wall St. Rank hold IYR as of Q1 2025.

Harvest Investment Services reported no remaining iShares US Real Estate ETF position as of Q1 2025 after selling out during the quarter.
Harvest Investment Services sold 17,813 iShares US Real Estate ETF shares in Q1 2025, an estimated $1.66M.
Harvest Investment Services first reported a position in iShares US Real Estate ETF in Q4 2018 and held it in 6 quarters.
Harvest Investment Services's iShares US Real Estate ETF position peaked at $1.66M in Q4 2024.
480 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2025.

Based on Harvest Investment Services's 13F filing for Q1 2025, filed 15 May 2025.