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Nations Financial Group’s iShares US Real Estate ETF IYR Stock Holding History

Nations Financial Group’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
-10,344
Closed -$963K – 682
2024
Q4 		$963K Sell
10,344
-5,437
-34% -$536K 0.07% 283
2024
Q3 		$1.61M Sell
15,781
-1,045
-6% -$101K 0.12% 197
2024
Q2 		$1.48M Buy
16,826
+1,590
+10% +$136K 0.12% 188
2024
Q1 		$1.37M Buy
15,236
+2,303
+18% +$204K 0.12% 199
2023
Q4 		$1.18M Buy
12,933
+1,358
+12% +$111K 0.11% 218
2023
Q3 		$904K Buy
11,575
+405
+4% +$34.5K 0.09% 246
2023
Q2 		$967K Buy
11,170
+1,892
+20% +$159K 0.1% 242
2023
Q1 		$788K Buy
9,278
+1,118
+14% +$97.8K 0.08% 267
2022
Q4 		$687K Buy
+8,160
New +$685K 0.08% 283

Other funds holding IYR

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Nations Financial Group's IYR Position: Q1 2025 in Review

Nations Financial Group sold out of iShares US Real Estate ETF (IYR) in Q1 2025, closing a stake of 10,344 shares — an estimated $963K sold.

Nations Financial Group first reported a position in IYR in Q4 2022 and held it in 9 quarters. The position peaked at $1.61M in Q3 2024. 480 funds tracked by Wall St. Rank hold IYR as of Q1 2025.

  • Nations Financial Group reported no remaining iShares US Real Estate ETF position as of Q1 2025 after selling out during the quarter.
  • Nations Financial Group sold 10,344 iShares US Real Estate ETF shares in Q1 2025, an estimated $963K.
  • Nations Financial Group first reported a position in iShares US Real Estate ETF in Q4 2022 and held it in 9 quarters.
  • Nations Financial Group's iShares US Real Estate ETF position peaked at $1.61M in Q3 2024.
  • 480 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2025.

Based on Nations Financial Group's 13F filing for Q1 2025, filed 13 May 2025.