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Summit Financial Consulting’s iShares US Real Estate ETF IYR Stock Holding History

Summit Financial Consulting’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 		– Sell
-21,881
Closed -$2.07M – 46
2025
Q2 		$2.07M Buy
+21,881
New +$2.04M 1.86% 12

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

Summit Financial Consulting's IYR Position: Q3 2025 in Review

Summit Financial Consulting sold out of iShares US Real Estate ETF (IYR) in Q3 2025, closing a stake of 21,881 shares — an estimated $2.07M sold.

Summit Financial Consulting first reported a position in IYR in Q2 2025 and held it in 1 quarter. The position peaked at $2.07M in Q2 2025. 467 funds tracked by Wall St. Rank hold IYR as of Q3 2025.

  • Summit Financial Consulting reported no remaining iShares US Real Estate ETF position as of Q3 2025 after selling out during the quarter.
  • Summit Financial Consulting sold 21,881 iShares US Real Estate ETF shares in Q3 2025, an estimated $2.07M.
  • Summit Financial Consulting first reported a position in iShares US Real Estate ETF in Q2 2025 and held it in 1 quarter.
  • Summit Financial Consulting's iShares US Real Estate ETF position peaked at $2.07M in Q2 2025.
  • 467 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2025.

Based on Summit Financial Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.