Interval Partners’s iShares US Real Estate ETF IYR Stock Holding History

Interval 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 Q2	–	Sell	-31,926	Closed	-$3.06M	–	429
2025 Q1	$3.06M	Buy	31,926 +17,176	+116%	+$1.63M	0.06%	235
2024 Q4	$1.37M	Buy	+14,750	New	+$1.45M	0.03%	300
2023 Q1	–	Sell	-109,971	Closed	-$9.26M	–	301
2022 Q4	$9.26M	Buy	109,971 +28,721	+35%	+$2.41M	0.55%	56
2022 Q3	$6.62M	Buy	+81,250	New	+$7.69M	0.29%	107
2020 Q2	–	Sell	-20,439	Closed	-$1.42M	–	249
2020 Q1	$1.42M	Buy	+20,439	New	+$1.81M	0.11%	138
2019 Q1	–	Sell	-9,426	Closed	-$706K	–	209
2018 Q4	$706K	Sell	9,426 -30,574	-76%	-$2.4M	0.04%	169
2018 Q3	$3.2M	Buy	+40,000	New	+$3.26M	0.13%	140
2018 Q2	–	Sell	-95,000	Closed	-$7.17M	–	223
2018 Q1	$7.17M	Buy	+95,000	New	+$7.21M	0.32%	88

Other funds holding IYR

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

CWM

CIBC World Markets New York $20.8B AUM

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

Interval Partners's IYR Position: Q2 2025 in Review

Interval Partners sold out of iShares US Real Estate ETF (IYR) in Q2 2025, closing a stake of 31,926 shares — an estimated $3.06M sold.

Interval Partners first reported a position in IYR in Q1 2018 and held it in 8 quarters. The position peaked at $9.26M in Q4 2022. 476 funds tracked by Wall St. Rank hold IYR as of Q2 2025.

Interval Partners reported no remaining iShares US Real Estate ETF position as of Q2 2025 after selling out during the quarter.
Interval Partners sold 31,926 iShares US Real Estate ETF shares in Q2 2025, an estimated $3.06M.
Interval Partners first reported a position in iShares US Real Estate ETF in Q1 2018 and held it in 8 quarters.
Interval Partners's iShares US Real Estate ETF position peaked at $9.26M in Q4 2022.
476 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2025.

Based on Interval Partners's 13F filing for Q2 2025, filed 14 Aug 2025.