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

PSI 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 		– Sell
-70
Closed -$6.7K – 394
2025
Q1 		$6.7K Hold
70
– – ﹤0.01% 500
2024
Q4 		$6.51K Hold
70
– – ﹤0.01% 588
2024
Q3 		$7.13K Hold
70
– – ﹤0.01% 596
2024
Q2 		$6.14K Hold
70
– – ﹤0.01% 599
2024
Q1 		$6.29K Hold
70
– – ﹤0.01% 555
2023
Q4 		$6.4K Hold
70
– – ﹤0.01% 586
2023
Q3 		$5.47K Hold
70
– – ﹤0.01% 580
2023
Q2 		$6.06K Hold
70
– – ﹤0.01% 562
2023
Q1 		$5.94K Hold
70
– – ﹤0.01% 509
2022
Q4 		$5.89K Hold
70
– – ﹤0.01% 494
2022
Q3 		$6K Hold
70
– – ﹤0.01% 501
2022
Q2 		$6K Hold
70
– – ﹤0.01% 543
2022
Q1 		$8K Hold
70
– – ﹤0.01% 502
2021
Q4 		$8K Hold
70
– – ﹤0.01% 534
2021
Q3 		$7K Buy
+70
New +$7.45K ﹤0.01% 535
2020
Q1 		– Sell
-70
Closed -$6K – 349
2019
Q4 		$6K Buy
+70
New +$6.49K ﹤0.01% 526

Other funds holding IYR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 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
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

PSI Advisors's IYR Position: Q2 2025 in Review

PSI Advisors sold out of iShares US Real Estate ETF (IYR) in Q2 2025, closing a stake of 70 shares — an estimated $6.7K sold.

PSI Advisors first reported a position in IYR in Q4 2019 and held it in 16 quarters. The position peaked at $8K in Q1 2022. 476 funds tracked by Wall St. Rank hold IYR as of Q2 2025.

  • PSI Advisors reported no remaining iShares US Real Estate ETF position as of Q2 2025 after selling out during the quarter.
  • PSI Advisors sold 70 iShares US Real Estate ETF shares in Q2 2025, an estimated $6.7K.
  • PSI Advisors first reported a position in iShares US Real Estate ETF in Q4 2019 and held it in 16 quarters.
  • PSI Advisors's iShares US Real Estate ETF position peaked at $8K in Q1 2022.
  • 476 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.