Summit Securities Group’s iShares US Real Estate ETF IYR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-200
| Closed | -$18.6K | – | 948 |
|
|
2024
Q4 | $18.6K | Buy |
+200
| New | +$19.7K | ﹤0.01% | 392 |
|
|
2024
Q1 | – | Sell |
-105,200
| Closed | -$9.62M | – | 694 |
|
|
2023
Q4 | $9.62M | Buy |
+105,200
| New | +$8.61M | 0.87% | 20 |
|
|
2022
Q4 | – | Sell |
-100
| Closed | -$8K | – | 1255 |
|
|
2022
Q3 | $8K | Hold |
100
| – | – | ﹤0.01% | 806 |
|
|
2022
Q2 | $9K | Sell |
100
-700
| -88% | -$69.8K | ﹤0.01% | 846 |
|
|
2022
Q1 | $87K | Sell |
800
-11,900
| -94% | -$1.26M | 0.01% | 535 |
|
|
2021
Q4 | $1.48M | Sell |
12,700
-10,200
| -45% | -$1.12M | 0.07% | 200 |
|
|
2021
Q3 | $2.35M | Buy |
+22,900
| New | +$2.44M | 0.18% | 131 |
|
|
2021
Q2 | – | Sell |
-7,000
| Closed | -$695K | – | 771 |
|
|
2021
Q1 | $644K | Buy |
+7,000
| New | +$614K | 0.07% | 273 |
|
|
2020
Q1 | – | Sell |
-7,200
| Closed | -$670K | – | 381 |
|
|
2019
Q4 | $670K | Buy |
7,200
+500
| +7% | +$46.4K | 0.05% | 255 |
|
|
2019
Q3 | $627K | Buy |
+6,700
| New | +$610K | 0.06% | 171 |
|
|
2019
Q2 | – | Sell |
-2,400
| Closed | -$209K | – | 355 |
|
|
2019
Q1 | $209K | Sell |
2,400
-1,200
| -33% | -$99.2K | 0.04% | 185 |
|
|
2018
Q4 | $270K | Buy |
+3,600
| New | +$283K | 0.02% | 254 |
|
|
2018
Q3 | – | Sell |
-7,600
| Closed | -$612K | – | 231 |
|
|
2018
Q2 | $612K | Buy |
+7,600
| New | +$586K | 0.09% | 118 |
|
|
2017
Q4 | – | Sell |
-4,500
| Closed | -$359K | – | 222 |
|
|
2017
Q3 | $359K | Sell |
4,500
-18,600
| -81% | -$1.49M | 0.06% | 136 |
|
|
2017
Q2 | $1.84M | Buy |
+23,100
| New | +$1.84M | 0.33% | 33 |
|
|
2015
Q4 | – | Sell |
-200
| Closed | -$14.9K | – | 370 |
|
|
2015
Q3 | $14K | Sell |
200
-1,000
| -83% | -$72.9K | 0.01% | 235 |
|
|
2015
Q2 | $86K | Buy |
1,200
+1,195
| +23,900% | +$90.6K | 0.04% | 145 |
|
|
2015
Q1 | $0 | Sell |
5
-10,530
| -100% | -$842K | ﹤0.01% | 521 |
|
|
2014
Q4 | $810K | Buy |
10,535
+8,635
| +454% | +$646K | 0.23% | 78 |
|
|
2014
Q3 | $131K | Buy |
1,900
+1,300
| +217% | +$94.2K | 0.04% | 264 |
|
|
2014
Q2 | $43K | Sell |
600
-3,400
| -85% | -$239K | 0.01% | 313 |
|
|
2014
Q1 | $271K | Sell |
4,000
-1,600
| -29% | -$106K | 0.16% | 75 |
|
|
2013
Q4 | $353K | Sell |
5,600
-8,500
| -60% | -$547K | 0.06% | 133 |
|
|
2013
Q3 | $899K | Buy |
14,100
+8,000
| +131% | +$523K | 0.31% | 45 |
|
|
2013
Q2 | $405K | Buy |
+6,100
| New | +$431K | 0.19% | 73 |
|
Other funds holding IYR
WI
CWM
Summit Securities Group's IYR Position: Q1 2025 in Review
Summit Securities Group sold out of iShares US Real Estate ETF (IYR) in Q1 2025, closing a stake of 200 shares — an estimated $18.6K sold.
Summit Securities Group first reported a position in IYR in Q2 2013 and held it in 25 quarters. The position peaked at $9.62M in Q4 2023. 480 funds tracked by Wall St. Rank hold IYR as of Q1 2025.
- Summit Securities Group reported no remaining iShares US Real Estate ETF position as of Q1 2025 after selling out during the quarter.
- Summit Securities Group sold 200 iShares US Real Estate ETF shares in Q1 2025, an estimated $18.6K.
- Summit Securities Group first reported a position in iShares US Real Estate ETF in Q2 2013 and held it in 25 quarters.
- Summit Securities Group's iShares US Real Estate ETF position peaked at $9.62M in Q4 2023.
- 480 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2025.
Based on Summit Securities Group's 13F filing for Q1 2025, filed 13 May 2025.