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Summit Securities Group’s iShares US Real Estate ETF IYR Stock Holding History

Summit Securities Group’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
2021
Q3 		– Sell
-30
Closed -$306K – 800
2021
Q2 		$306K Buy
+30
New +$2.98K 0.03% 518
2017
Q4 		– Sell
-29
Closed -$232K – 221
2017
Q3 		$232K Sell
29
-82
-74% -$6.59K 0.04% 176
2017
Q2 		$885K Buy
+111
New +$8.83K 0.16% 78
2016
Q4 		– Sell
-168
Closed -$1.35M – 291
2016
Q3 		$1.35M Buy
+168
New +$13.9K 0.46% 38

Other funds holding IYR

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

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.