Advantage Trust Company’s iShares US Real Estate ETF IYR Stock Holding History

Advantage Trust Company’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
2026 Q2	$22.5K	Buy	+220	New	+$22.3K	0.01%	142
2025 Q4	–	Sell	-220	Closed	-$21.4K	–	159
2025 Q3	$21.4K	Sell	220 -1,100	-83%	-$106K	0.01%	142
2025 Q2	$125K	Buy	1,320 +220	+20%	+$20.5K	0.06%	75
2025 Q1	$105K	Hold	1,100	–	–	0.06%	65
2024 Q4	$102K	Hold	1,100	–	–	0.06%	70
2024 Q3	$112K	Hold	1,100	–	–	0.08%	66
2024 Q2	$96.5K	Hold	1,100	–	–	0.07%	71
2024 Q1	$98.9K	Hold	1,100	–	–	0.07%	73
2023 Q4	$101K	Buy	+1,100	New	+$90.1K	0.08%	70

Other funds holding IYR

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

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

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

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

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

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

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

IMPI

Ilmarinen Mutual Pension Insurance Helsinki, Finland $14.8B AUM 26% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

Advantage Trust Company's IYR Position: Q2 2026 in Review

Advantage Trust Company opened a new position in iShares US Real Estate ETF (IYR) in Q2 2026: 220 shares worth $22.5K. The stake represents 0.01% of the portfolio and ranks #142 among its holdings. This is a return to the name: Advantage Trust Company previously reported a position in IYR as recently as Q3 2025.

Advantage Trust Company first reported a position in IYR in Q4 2023 and has held it in 9 quarters since. The position peaked at $125K in Q2 2025. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

Advantage Trust Company held 220 shares of iShares US Real Estate ETF worth $22.5K as of Q2 2026.
iShares US Real Estate ETF was a new Advantage Trust Company position in Q2 2026.
iShares US Real Estate ETF made up 0.01% of Advantage Trust Company's portfolio in Q2 2026, its #142 holding.
Advantage Trust Company first reported a position in iShares US Real Estate ETF in Q4 2023 and has held it in 9 quarters since.
Advantage Trust Company's iShares US Real Estate ETF position peaked at $125K in Q2 2025.
486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Advantage Trust Company's 13F filing for Q2 2026, filed 17 Jul 2026.