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Indiana Trust & Investment Management’s iShares US Real Estate ETF IYR Stock Holding History

Indiana Trust & Investment Management’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 		– Sell
-120
Closed -$11.4K – 472
2025
Q2 		$11.4K Hold
120
– – ﹤0.01% 386
2025
Q1 		$11.5K Hold
120
– – ﹤0.01% 383
2024
Q4 		$11.2K Hold
120
– – ﹤0.01% 391
2024
Q3 		$12.2K Hold
120
– – ﹤0.01% 391
2024
Q2 		$10.5K Hold
120
– – ﹤0.01% 380
2024
Q1 		$10.8K Hold
120
– – ﹤0.01% 378
2023
Q4 		$11K Hold
120
– – 0.01% 350
2023
Q3 		$9.38K Buy
+120
New +$10.2K ﹤0.01% 360

Other funds holding IYR

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
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

Indiana Trust & Investment Management's IYR Position: Q3 2025 in Review

Indiana Trust & Investment Management sold out of iShares US Real Estate ETF (IYR) in Q3 2025, closing a stake of 120 shares — an estimated $11.4K sold.

Indiana Trust & Investment Management first reported a position in IYR in Q3 2023 and held it in 8 quarters. The position peaked at $12.2K in Q3 2024. 467 funds tracked by Wall St. Rank hold IYR as of Q3 2025.

  • Indiana Trust & Investment Management reported no remaining iShares US Real Estate ETF position as of Q3 2025 after selling out during the quarter.
  • Indiana Trust & Investment Management sold 120 iShares US Real Estate ETF shares in Q3 2025, an estimated $11.4K.
  • Indiana Trust & Investment Management first reported a position in iShares US Real Estate ETF in Q3 2023 and held it in 8 quarters.
  • Indiana Trust & Investment Management's iShares US Real Estate ETF position peaked at $12.2K in Q3 2024.
  • 467 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2025.

Based on Indiana Trust & Investment Management's 13F filing for Q3 2025, filed 17 Oct 2025.