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USA Financial Formulas’s iShares US Real Estate ETF IYR Stock Holding History

USA Financial Formulas’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
-44,386
Closed -$4.21M – 301
2025
Q2 		$4.21M Buy
44,386
+44,090
+14,895% +$4.11M 0.72% 14
2025
Q1 		$28.3K Sell
296
-801,517
-100% -$76.2M ﹤0.01% 216
2024
Q4 		$74.6M Buy
+801,813
New +$79M 11.72% 5
2022
Q3 		– Sell
-11
Closed -$1K – 357
2022
Q2 		$1K Sell
11
-3
-21% -$299 ﹤0.01% 271
2022
Q1 		$2K Sell
14
-50
-78% -$5.28K ﹤0.01% 239
2021
Q4 		$7K Buy
64
+16
+33% +$1.75K 0.01% 205
2021
Q3 		$5K Buy
+48
New +$5.11K ﹤0.01% 272

Other funds holding IYR

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 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

USA Financial Formulas's IYR Position: Q3 2025 in Review

USA Financial Formulas sold out of iShares US Real Estate ETF (IYR) in Q3 2025, closing a stake of 44,386 shares — an estimated $4.21M sold.

USA Financial Formulas first reported a position in IYR in Q3 2021 and held it in 7 quarters. The position peaked at $74.6M in Q4 2024. 467 funds tracked by Wall St. Rank hold IYR as of Q3 2025.

  • USA Financial Formulas reported no remaining iShares US Real Estate ETF position as of Q3 2025 after selling out during the quarter.
  • USA Financial Formulas sold 44,386 iShares US Real Estate ETF shares in Q3 2025, an estimated $4.21M.
  • USA Financial Formulas first reported a position in iShares US Real Estate ETF in Q3 2021 and held it in 7 quarters.
  • USA Financial Formulas's iShares US Real Estate ETF position peaked at $74.6M in Q4 2024.
  • 467 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2025.

Based on USA Financial Formulas's 13F filing for Q3 2025, filed 10 Oct 2025.