SCM
IYR icon

Stevens Capital Management’s iShares US Real Estate ETF IYR Stock Holding History

Stevens Capital Management’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
-13,506
Closed -$1.29M – 290
2025
Q1 		$1.29M Buy
+13,506
New +$1.28M 0.32% 66
2024
Q4 		– Sell
-43,870
Closed -$4.47M – 340
2024
Q3 		$4.47M Buy
43,870
+6,494
+17% +$625K 0.64% 28
2024
Q2 		$3.28M Sell
37,376
-27,765
-43% -$2.38M 1.11% 17
2024
Q1 		$5.86M Buy
65,141
+22,941
+54% +$2.03M 1.14% 18
2023
Q4 		$3.86M Buy
+42,200
New +$3.45M 0.96% 15
2023
Q3 		– Sell
-18,300
Closed -$1.58M – 286
2023
Q2 		$1.58M Buy
+18,300
New +$1.54M 0.33% 65
2019
Q3 		– Sell
-17,316
Closed -$1.51M – 655
2019
Q2 		$1.51M Buy
+17,316
New +$1.52M 0.07% 300
2019
Q1 		– Sell
-88,600
Closed -$6.64M – 782
2018
Q4 		$6.64M Buy
+88,600
New +$6.96M 0.34% 84
2018
Q2 		– Sell
-192,300
Closed -$14.5M – 883
2018
Q1 		$14.5M Buy
+192,300
New +$14.6M 0.55% 37
2017
Q2 		– Sell
-56,600
Closed -$4.44M – 953
2017
Q1 		$4.44M Sell
56,600
-33,916
-37% -$2.65M 0.17% 179
2016
Q4 		$6.96M Buy
90,516
+57,523
+174% +$4.37M 0.28% 96
2016
Q3 		$2.66M Sell
32,993
-306,307
-90% -$25.4M 0.11% 232
2016
Q2 		$28M Buy
339,300
+137,100
+68% +$10.7M 1.11% 6
2016
Q1 		$15.7M Buy
202,200
+83,100
+70% +$6.03M 0.62% 28
2015
Q4 		$8.94M Buy
119,100
+2,285
+2% +$171K 0.35% 78
2015
Q3 		$8.29M Buy
+116,815
New +$8.51M 0.38% 75
2015
Q2 		– Sell
-212,300
Closed -$16.8M – 1127
2015
Q1 		$16.8M Buy
+212,300
New +$17M 0.6% 38
2014
Q2 		– Sell
-111,100
Closed -$7.52M – 1179
2014
Q1 		$7.52M Buy
111,100
+98,434
+777% +$6.53M 0.2% 120
2013
Q4 		$799K Sell
12,666
-8
-0.1% -$515 0.02% 524
2013
Q3 		$808K Sell
12,674
-62,481
-83% -$4.08M 0.02% 530
2013
Q2 		$4.99M Buy
+75,155
New +$5.31M 0.17% 166

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

Stevens Capital Management's IYR Position: Q2 2025 in Review

Stevens Capital Management sold out of iShares US Real Estate ETF (IYR) in Q2 2025, closing a stake of 13,506 shares — an estimated $1.29M sold.

Stevens Capital Management first reported a position in IYR in Q2 2013 and held it in 21 quarters. The position peaked at $28M in Q2 2016. 476 funds tracked by Wall St. Rank hold IYR as of Q2 2025.

  • Stevens Capital Management reported no remaining iShares US Real Estate ETF position as of Q2 2025 after selling out during the quarter.
  • Stevens Capital Management sold 13,506 iShares US Real Estate ETF shares in Q2 2025, an estimated $1.29M.
  • Stevens Capital Management first reported a position in iShares US Real Estate ETF in Q2 2013 and held it in 21 quarters.
  • Stevens Capital Management's iShares US Real Estate ETF position peaked at $28M in Q2 2016.
  • 476 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2025.

Based on Stevens Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.