IYR — ISHARES TR

Ownership history in Gray Private Wealth, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which Gray Private Wealth, LLC reported a position in ISHARES TR (IYR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.07% (2024 Q3)
Avg. % of fund
0.96%
First filed
2024 Q1
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 18,728 +1,346 +7.7% 0.86% $1.8M $93.63
2025 Q3 ADDED 17,382 +32 +0.2% 0.85% $1.7M $95.93
2025 Q2 REDUCED 17,350 -433 -2.4% 0.88% $1.6M $93.06
2025 Q1 REDUCED 17,783 -480 -2.6% 1.02% $1.7M $93.53
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IYR price (monthly, adj. close)

Other funds also holding IYR

As of 2025 Q4 — sorted by position size

TradeLink Capital LLC 3Y 7Y 6.91% WealthNavi Inc. 3Y 4.84% CONNABLE OFFICE INC 3Y 7Y 2.58% CTC Alternative Strategies, Ltd. 3Y 7Y 2.57% CarsonAllaria Wealth Management, Ltd. 3Y 2.47% Allie Family Office LLC 3Y 2.21% Omega Financial Group, LLC 3Y 7Y 2.04% DDFG, Inc 3Y 1.9% Global Endowment Management, LP 3Y 7Y 1.86% CIBC WORLD MARKETS CORP 3Y 7Y 1.55%
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