TCG
IYR icon

Transcendent Capital Group’s iShares US Real Estate ETF IYR Stock Holding History

Transcendent Capital 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
2025
Q1 		– Sell
-157
Closed -$14.6K – 257
2024
Q4 		$14.6K Sell
157
-245
-61% -$24.1K 0.01% 307
2024
Q3 		$41K Buy
402
+247
+159% +$23.8K 0.02% 220
2024
Q2 		$13.6K Buy
155
+1
+0.6% +$86 0.01% 299
2024
Q1 		$13.8K Buy
154
+1
+0.7% +$88 0.01% 297
2023
Q4 		$14K Buy
+153
New +$12.5K 0.01% 241

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

Transcendent Capital Group's IYR Position: Q1 2025 in Review

Transcendent Capital Group sold out of iShares US Real Estate ETF (IYR) in Q1 2025, closing a stake of 157 shares — an estimated $14.6K sold.

Transcendent Capital Group first reported a position in IYR in Q4 2023 and held it in 5 quarters. The position peaked at $41K in Q3 2024. 480 funds tracked by Wall St. Rank hold IYR as of Q1 2025.

  • Transcendent Capital Group reported no remaining iShares US Real Estate ETF position as of Q1 2025 after selling out during the quarter.
  • Transcendent Capital Group sold 157 iShares US Real Estate ETF shares in Q1 2025, an estimated $14.6K.
  • Transcendent Capital Group first reported a position in iShares US Real Estate ETF in Q4 2023 and held it in 5 quarters.
  • Transcendent Capital Group's iShares US Real Estate ETF position peaked at $41K in Q3 2024.
  • 480 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2025.

Based on Transcendent Capital Group's 13F filing for Q1 2025, filed 2 May 2025.