World Equity Group’s iShares US Real Estate ETF IYR Stock Holding History

World Equity 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	-4,972	Closed	-$471K	–	362
2025 Q2	$471K	Buy	4,972 +1,393	+39%	+$130K	0.13%	164
2025 Q1	$343K	Buy	+3,579	New	+$340K	0.1%	207
2023 Q4	–	Sell	-13,302	Closed	-$1.04M	–	352
2023 Q3	$1.04M	Buy	13,302 +10,959	+468%	+$934K	0.22%	113
2023 Q2	$203K	Buy	+2,343	New	+$197K	0.06%	302

Other funds holding IYR

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

World Equity Group's IYR Position: Q3 2025 in Review

World Equity Group sold out of iShares US Real Estate ETF (IYR) in Q3 2025, closing a stake of 4,972 shares — an estimated $471K sold.

World Equity Group first reported a position in IYR in Q2 2023 and held it in 4 quarters. The position peaked at $1.04M in Q3 2023. 467 funds tracked by Wall St. Rank hold IYR as of Q3 2025.

World Equity Group reported no remaining iShares US Real Estate ETF position as of Q3 2025 after selling out during the quarter.
World Equity Group sold 4,972 iShares US Real Estate ETF shares in Q3 2025, an estimated $471K.
World Equity Group first reported a position in iShares US Real Estate ETF in Q2 2023 and held it in 4 quarters.
World Equity Group's iShares US Real Estate ETF position peaked at $1.04M in Q3 2023.
467 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2025.

Based on World Equity Group's 13F filing for Q3 2025, filed 24 Oct 2025.