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

Rise 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
Q4 		– Sell
-1,320
Closed -$128K – 771
2025
Q3 		$128K Buy
1,320
+8
+0.6% +$770 0.05% 133
2025
Q2 		$124K Buy
1,312
+7
+0.5% +$653 0.05% 130
2025
Q1 		$125K Buy
1,305
+5
+0.4% +$476 0.06% 125
2024
Q4 		$121K Buy
1,300
+11
+0.9% +$1.08K 0.06% 128
2024
Q3 		$131K Buy
1,289
+9
+0.7% +$867 0.06% 124
2024
Q2 		$112K Buy
1,280
+8
+0.6% +$686 0.06% 136
2024
Q1 		$114K Buy
1,272
+5
+0.4% +$442 0.06% 136
2023
Q4 		$116K Buy
1,267
+24
+2% +$1.97K 0.08% 96
2023
Q3 		$97.1K Sell
1,243
-959
-44% -$81.7K 0.08% 92
2023
Q2 		$191K Buy
2,202
+10
+0.5% +$840 0.15% 68
2023
Q1 		$186K Sell
2,192
-24
-1% -$2.1K 0.14% 70
2022
Q4 		$187K Buy
2,216
+19
+0.9% +$1.6K 0.15% 66
2022
Q3 		$179K Buy
2,197
+24
+1% +$2.27K 0.15% 65
2022
Q2 		$200K Buy
2,173
+44
+2% +$4.39K 0.2% 59
2022
Q1 		$230K Buy
2,129
+9
+0.4% +$950 0.21% 61
2021
Q4 		$246K Buy
+2,120
New +$232K 0.23% 56

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
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Rise Advisors's IYR Position: Q4 2025 in Review

Rise Advisors sold out of iShares US Real Estate ETF (IYR) in Q4 2025, closing a stake of 1,320 shares — an estimated $128K sold.

Rise Advisors first reported a position in IYR in Q4 2021 and held it in 16 quarters. The position peaked at $246K in Q4 2021. 476 funds tracked by Wall St. Rank hold IYR as of Q4 2025.

  • Rise Advisors reported no remaining iShares US Real Estate ETF position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 1,320 iShares US Real Estate ETF shares in Q4 2025, an estimated $128K.
  • Rise Advisors first reported a position in iShares US Real Estate ETF in Q4 2021 and held it in 16 quarters.
  • Rise Advisors's iShares US Real Estate ETF position peaked at $246K in Q4 2021.
  • 476 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.