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
2024 Q1	–	Sell	-20,000	Closed	-$1.83M	–	695
2023 Q4	$1.83M	Buy	+20,000	New	+$1.64M	0.17%	94
2022 Q1	–	Sell	-400	Closed	-$46K	–	1215
2021 Q4	$46K	Buy	400 +375	+1,500%	+$41.1K	﹤0.01%	736
2021 Q3	$256K	Buy	+25	New	+$2.66K	0.02%	573
2021 Q2	–	Sell	-57	Closed	-$524K	–	772
2021 Q1	$524K	Buy	+57	New	+$5K	0.06%	308
2018 Q3	–	Sell	-40	Closed	-$322K	–	232
2018 Q2	$322K	Buy	+40	New	+$3.08K	0.05%	169
2015 Q1	–	Sell	-93	Closed	-$1K	–	522
2014 Q4	$1K	Buy	+93	New	+$6.95K	﹤0.01%	560
2014 Q2	–	Sell	-40	Closed	-$1K	–	619
2014 Q1	$1K	Buy	+40	New	+$2.65K	﹤0.01%	368

Other funds holding IYR

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

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

CWM

CIBC World Markets New York $20.8B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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.