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MassMutual Private Wealth & Trust’s iShares US Real Estate ETF IYR Stock Holding History

MassMutual Private Wealth & Trust’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
-394
Closed -$37.3K – 2418
2025
Q2 		$37.3K Hold
394
– – ﹤0.01% 875
2025
Q1 		$37.7K Hold
394
– – ﹤0.01% 816
2024
Q4 		$36.7K Hold
394
– – ﹤0.01% 827
2024
Q3 		$40.1K Hold
394
– – ﹤0.01% 718
2024
Q2 		$34.6K Hold
394
– – ﹤0.01% 722
2024
Q1 		$35.4K Sell
394
-250
-39% -$22.1K ﹤0.01% 685
2023
Q4 		$58.9K Hold
644
– – ﹤0.01% 562
2023
Q3 		$50.3K Hold
644
– – ﹤0.01% 586
2023
Q2 		$55.7K Hold
644
– – ﹤0.01% 522
2023
Q1 		$54.7K Sell
644
-859
-57% -$75.1K ﹤0.01% 508
2022
Q4 		$127K Buy
1,503
+270
+22% +$22.7K 0.01% 384
2022
Q3 		$100K Buy
1,233
+884
+253% +$83.7K ﹤0.01% 389
2022
Q2 		$32K Buy
+349
New +$34.8K ﹤0.01% 507
2020
Q2 		– Sell
-200
Closed -$14K – 777
2020
Q1 		$14K Sell
200
-200
-50% -$17.7K ﹤0.01% 478
2019
Q4 		$37K Sell
400
-100
-20% -$9.27K ﹤0.01% 460
2019
Q3 		$47K Hold
500
– – ﹤0.01% 432
2019
Q2 		$44K Hold
500
– – ﹤0.01% 430
2019
Q1 		$43.5K Buy
500
+400
+400% +$33.1K ﹤0.01% 436
2018
Q4 		$7.49K Hold
100
– – ﹤0.01% 609
2018
Q3 		$8K Hold
100
– – ﹤0.01% 636
2018
Q2 		$8.06K Buy
+100
New +$7.71K ﹤0.01% 641
2016
Q2 		$7.09K Buy
+86
New +$6.74K ﹤0.01% 537

Other funds holding IYR

Barclays
Barclays London, United Kingdom $521B AUM 51.41% 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 $82.3B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 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 $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MassMutual Private Wealth & Trust's IYR Position: Q3 2025 in Review

MassMutual Private Wealth & Trust sold out of iShares US Real Estate ETF (IYR) in Q3 2025, closing a stake of 394 shares — an estimated $37.3K sold.

MassMutual Private Wealth & Trust first reported a position in IYR in Q2 2016 and held it in 22 quarters. The position peaked at $127K in Q4 2022. 467 funds tracked by Wall St. Rank hold IYR as of Q3 2025.

  • MassMutual Private Wealth & Trust reported no remaining iShares US Real Estate ETF position as of Q3 2025 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 394 iShares US Real Estate ETF shares in Q3 2025, an estimated $37.3K.
  • MassMutual Private Wealth & Trust first reported a position in iShares US Real Estate ETF in Q2 2016 and held it in 22 quarters.
  • MassMutual Private Wealth & Trust's iShares US Real Estate ETF position peaked at $127K in Q4 2022.
  • 467 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2025.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2025, filed 22 Oct 2025.