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Wood Tarver Financial Group’s iShares US Real Estate ETF IYR Stock Holding History

Wood Tarver Financial 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
Q3 		– Sell
-1,024
Closed -$97K – 398
2025
Q2 		$97K Sell
1,024
-48
-4% -$4.48K 0.03% 217
2025
Q1 		$103K Hold
1,072
– – 0.03% 195
2024
Q4 		$99K Buy
+1,072
New +$106K 0.03% 198

Other funds holding IYR

Barclays
Barclays London, United Kingdom $521B AUM 51.41% 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 $82.3B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 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 $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wood Tarver Financial Group's IYR Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of iShares US Real Estate ETF (IYR) in Q3 2025, closing a stake of 1,024 shares — an estimated $97K sold.

Wood Tarver Financial Group first reported a position in IYR in Q4 2024 and held it in 3 quarters. The position peaked at $103K in Q1 2025. 467 funds tracked by Wall St. Rank hold IYR as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining iShares US Real Estate ETF position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 1,024 iShares US Real Estate ETF shares in Q3 2025, an estimated $97K.
  • Wood Tarver Financial Group first reported a position in iShares US Real Estate ETF in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's iShares US Real Estate ETF position peaked at $103K in Q1 2025.
  • 467 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.