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Optivise Advisory Services’s iShares US Real Estate ETF IYR Stock Holding History

Optivise Advisory Services’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
-2,791
Closed -$265K – 227
2025
Q2 		$265K Hold
2,791
– – 0.14% 154
2025
Q1 		$267K Hold
2,791
– – 0.15% 144
2024
Q4 		$260K Hold
2,791
– – 0.14% 141
2024
Q3 		$284K Hold
2,791
– – 0.15% 127
2024
Q2 		$245K Buy
+2,791
New +$239K 0.13% 146

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

Optivise Advisory Services's IYR Position: Q3 2025 in Review

Optivise Advisory Services sold out of iShares US Real Estate ETF (IYR) in Q3 2025, closing a stake of 2,791 shares — an estimated $265K sold.

Optivise Advisory Services first reported a position in IYR in Q2 2024 and held it in 5 quarters. The position peaked at $284K in Q3 2024. 467 funds tracked by Wall St. Rank hold IYR as of Q3 2025.

  • Optivise Advisory Services reported no remaining iShares US Real Estate ETF position as of Q3 2025 after selling out during the quarter.
  • Optivise Advisory Services sold 2,791 iShares US Real Estate ETF shares in Q3 2025, an estimated $265K.
  • Optivise Advisory Services first reported a position in iShares US Real Estate ETF in Q2 2024 and held it in 5 quarters.
  • Optivise Advisory Services's iShares US Real Estate ETF position peaked at $284K in Q3 2024.
  • 467 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2025.

Based on Optivise Advisory Services's 13F filing for Q3 2025, filed 17 Oct 2025.