Simplex Trading
IYR icon

Simplex Trading’s iShares US Real Estate ETF IYR Stock Holding History

Simplex Trading’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
-4,360
Closed -$417K – 9188
2025
Q1 		$417K Buy
+4,360
New +$415K ﹤0.01% 3588
2024
Q3 		– Sell
-77,379
Closed -$6.79M – 9010
2024
Q2 		$6.79M Buy
77,379
+35,783
+86% +$3.07M ﹤0.01% 1248
2024
Q1 		$3.74M Buy
+41,596
New +$3.68M ﹤0.01% 1843
2023
Q1 		– Sell
-54,226
Closed -$4.56M – 9552
2022
Q4 		$4.56M Buy
+54,226
New +$4.55M 0.01% 1267
2022
Q2 		– Sell
-176,539
Closed -$19.1M – 10494
2022
Q1 		$19.1M Buy
+176,539
New +$18.6M 0.02% 560
2021
Q4 		– Sell
-81,007
Closed -$8.29M – 10921
2021
Q3 		$8.29M Sell
81,007
-300
-0.4% -$31.9K 0.01% 836
2021
Q2 		$8.29M Buy
81,307
+69,636
+597% +$6.91M 0.01% 810
2021
Q1 		$1.07M Buy
+11,671
New +$1.02M ﹤0.01% 2316
2020
Q3 		– Sell
-119,316
Closed -$9.4M – 8122
2020
Q2 		$9.4M Buy
119,316
+119,016
+39,672% +$9.02M 0.02% 546
2020
Q1 		$20K Buy
+300
New +$26.6K ﹤0.01% 5954
2017
Q1 		– Sell
-33,870
Closed -$2.6M – 6446
2016
Q4 		$2.6M Buy
+33,870
New +$2.57M 0.16% 111
2016
Q2 		– Sell
-7,873
Closed -$612K – 6114
2016
Q1 		$612K Buy
+7,873
New +$571K 0.05% 371
2015
Q3 		– Sell
-6,188
Closed -$441K – 5829
2015
Q2 		$441K Sell
6,188
-23,334
-79% -$1.77M 0.04% 432
2015
Q1 		$2.34M Buy
+29,522
New +$2.36M 0.27% 71

Other funds holding IYR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
CIBC World Markets
CIBC World Markets New York $20.8B AUM
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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 $308B AUM 40.94% 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

Simplex Trading's IYR Position: Q2 2025 in Review

Simplex Trading sold out of iShares US Real Estate ETF (IYR) in Q2 2025, closing a stake of 4,360 shares — an estimated $417K sold.

Simplex Trading first reported a position in IYR in Q1 2015 and held it in 14 quarters. The position peaked at $19.1M in Q1 2022. 478 funds tracked by Wall St. Rank hold IYR as of Q2 2025.

  • Simplex Trading reported no remaining iShares US Real Estate ETF position as of Q2 2025 after selling out during the quarter.
  • Simplex Trading sold 4,360 iShares US Real Estate ETF shares in Q2 2025, an estimated $417K.
  • Simplex Trading first reported a position in iShares US Real Estate ETF in Q1 2015 and held it in 14 quarters.
  • Simplex Trading's iShares US Real Estate ETF position peaked at $19.1M in Q1 2022.
  • 478 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2025.

Based on Simplex Trading's 13F filing for Q2 2025, filed 5 Aug 2025.