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

Pineridge 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	-127	Closed	-$12K	–	517
2025 Q2	$12K	Sell	127 -108	-46%	-$10.1K	﹤0.01%	205
2025 Q1	$22.5K	Sell	235 -19	-7%	-$1.81K	0.01%	168
2024 Q4	$23.7K	Sell	254 -46,057	-99%	-$4.54M	0.01%	199
2024 Q3	$4.72M	Buy	46,311 +4,072	+10%	+$392K	1.79%	16
2024 Q2	$3.71M	Buy	+42,239	New	+$3.62M	1.26%	13

Other funds holding IYR

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Pineridge Advisors's IYR Position: Q3 2025 in Review

Pineridge Advisors sold out of iShares US Real Estate ETF (IYR) in Q3 2025, closing a stake of 127 shares — an estimated $12K sold.

Pineridge Advisors first reported a position in IYR in Q2 2024 and held it in 5 quarters. The position peaked at $4.72M in Q3 2024. 467 funds tracked by Wall St. Rank hold IYR as of Q3 2025.

Pineridge Advisors reported no remaining iShares US Real Estate ETF position as of Q3 2025 after selling out during the quarter.
Pineridge Advisors sold 127 iShares US Real Estate ETF shares in Q3 2025, an estimated $12K.
Pineridge Advisors first reported a position in iShares US Real Estate ETF in Q2 2024 and held it in 5 quarters.
Pineridge Advisors's iShares US Real Estate ETF position peaked at $4.72M in Q3 2024.
467 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.