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

Parkside 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 Q2	$1.51M	Buy	15,979 +265	+2%	+$24.7K	0.33%	36
2025 Q1	$1.5M	Sell	15,714 -21	-0.1%	-$2K	0.36%	32
2024 Q4	$1.46M	Buy	15,735 +176	+1%	+$17.3K	0.35%	34
2024 Q3	$1.59M	Buy	15,559 +36	+0.2%	+$3.47K	0.38%	31
2024 Q2	$1.36M	Buy	15,523 +240	+2%	+$20.6K	0.35%	35
2024 Q1	$1.37M	Buy	15,283 +111	+0.7%	+$9.81K	0.35%	34
2023 Q4	$1.39M	Buy	+15,172	New	+$1.24M	0.38%	30

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

Parkside Advisors's IYR Position: Q2 2025 in Review

Parkside Advisors increased its iShares US Real Estate ETF (IYR) stake by 1.7% in Q2 2025, buying an estimated $24.7K and bringing the position to 15,979 shares worth $1.51M. The position accounts for 0.33% of the portfolio, ranked #36.

Parkside Advisors first reported a position in IYR in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.59M in Q3 2024. 476 funds tracked by Wall St. Rank hold IYR as of Q2 2025.

Parkside Advisors held 15,979 shares of iShares US Real Estate ETF worth $1.51M as of Q2 2025.
Parkside Advisors bought 265 iShares US Real Estate ETF shares in Q2 2025, an estimated $24.7K.
iShares US Real Estate ETF made up 0.33% of Parkside Advisors's portfolio in Q2 2025, its #36 holding.
Parkside Advisors first reported a position in iShares US Real Estate ETF in Q4 2023 and has held it in 7 quarters since.
Parkside Advisors's iShares US Real Estate ETF position peaked at $1.59M in Q3 2024.
476 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2025.

Based on Parkside Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.