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

SSA Swiss 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	-2,400	Closed	-$230K	–	127
2025 Q1	$230K	Buy	+2,400	New	+$228K	0.12%	75

Other funds holding IYR

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

CWM

CIBC World Markets New York $20.8B AUM

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

Goldman Sachs New York $871B AUM 31.28% 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

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

SSA Swiss Advisors's IYR Position: Q2 2025 in Review

SSA Swiss Advisors sold out of iShares US Real Estate ETF (IYR) in Q2 2025, closing a stake of 2,400 shares — an estimated $230K sold.

SSA Swiss Advisors first reported a position in IYR in Q1 2025 and held it in 1 quarter. The position peaked at $230K in Q1 2025. 476 funds tracked by Wall St. Rank hold IYR as of Q2 2025.

SSA Swiss Advisors reported no remaining iShares US Real Estate ETF position as of Q2 2025 after selling out during the quarter.
SSA Swiss Advisors sold 2,400 iShares US Real Estate ETF shares in Q2 2025, an estimated $230K.
SSA Swiss Advisors first reported a position in iShares US Real Estate ETF in Q1 2025 and held it in 1 quarter.
SSA Swiss Advisors's iShares US Real Estate ETF position peaked at $230K in Q1 2025.
476 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2025.

Based on SSA Swiss Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.