SSW
IYR icon

Smith Shellnut Wilson’s iShares US Real Estate ETF IYR Stock Holding History

Smith Shellnut Wilson’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 		$273K Sell
2,810
-153
-5% -$14.7K 0.1% 114
2025
Q2 		$281K Hold
2,963
– – 0.12% 111
2025
Q1 		$284K Hold
2,963
– – 0.13% 111
2024
Q4 		$276K Buy
+2,963
New +$292K 0.12% 116

Other funds holding IYR

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
WI
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
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

Smith Shellnut Wilson's IYR Position: Q3 2025 in Review

Smith Shellnut Wilson reduced its iShares US Real Estate ETF (IYR) stake by 5.2% in Q3 2025, selling an estimated $14.7K and leaving 2,810 shares worth $273K. The position accounts for 0.1% of the portfolio, ranked #114.

Smith Shellnut Wilson first reported a position in IYR in Q4 2024 and has held it in 4 quarters since. The position peaked at $284K in Q1 2025. 467 funds tracked by Wall St. Rank hold IYR as of Q3 2025.

  • Smith Shellnut Wilson held 2,810 shares of iShares US Real Estate ETF worth $273K as of Q3 2025.
  • Smith Shellnut Wilson sold 153 iShares US Real Estate ETF shares in Q3 2025, an estimated $14.7K.
  • iShares US Real Estate ETF made up 0.1% of Smith Shellnut Wilson's portfolio in Q3 2025, its #114 holding.
  • Smith Shellnut Wilson first reported a position in iShares US Real Estate ETF in Q4 2024 and has held it in 4 quarters since.
  • Smith Shellnut Wilson's iShares US Real Estate ETF position peaked at $284K in Q1 2025.
  • 467 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2025.

Based on Smith Shellnut Wilson's 13F filing for Q3 2025, filed 27 Oct 2025.