LGT Financial Advisors’s iShares US Real Estate ETF IYR Stock Holding History

LGT Financial Advisors’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	-2,785	Closed	-$264K	–	520
2025 Q2	$264K	Buy	2,785 +14	+0.5%	+$1.31K	0.67%	33
2025 Q1	$265K	Buy	2,771 +11	+0.4%	+$1.05K	0.81%	32
2024 Q4	$257K	Buy	2,760 +23	+0.8%	+$2.27K	0.57%	31
2024 Q3	$279K	Buy	2,737 +18	+0.7%	+$1.73K	0.69%	32
2024 Q2	$238K	Sell	2,719 -196	-7%	-$16.8K	0.5%	43
2024 Q1	$262K	Buy	2,915 +12	+0.4%	+$1.06K	0.3%	67
2023 Q4	$265K	Sell	2,903 -1,576	-35%	-$129K	0.32%	68
2023 Q3	$350K	Hold	4,479	–	–	0.44%	45
2023 Q2	$388K	Buy	+4,479	New	+$376K	0.41%	68
2023 Q1	–	Sell	-4,450	Closed	-$375K	–	154
2022 Q4	$375K	Buy	+4,450	New	+$374K	0.44%	45

Other funds holding IYR

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

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

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

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

Goldman Sachs New York $1.15T AUM 47.82% 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

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

LGT Financial Advisors's IYR Position: Q3 2025 in Review

LGT Financial Advisors sold out of iShares US Real Estate ETF (IYR) in Q3 2025, closing a stake of 2,785 shares — an estimated $264K sold.

LGT Financial Advisors first reported a position in IYR in Q4 2022 and held it in 10 quarters. The position peaked at $388K in Q2 2023. 467 funds tracked by Wall St. Rank hold IYR as of Q3 2025.

LGT Financial Advisors reported no remaining iShares US Real Estate ETF position as of Q3 2025 after selling out during the quarter.
LGT Financial Advisors sold 2,785 iShares US Real Estate ETF shares in Q3 2025, an estimated $264K.
LGT Financial Advisors first reported a position in iShares US Real Estate ETF in Q4 2022 and held it in 10 quarters.
LGT Financial Advisors's iShares US Real Estate ETF position peaked at $388K in Q2 2023.
467 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2025.

Based on LGT Financial Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.