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Advisortrust Partners’s iShares US Real Estate ETF IYR Stock Holding History

Advisortrust Partners’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 		– Sell
-622
Closed -$58.8K – 252
2026
Q1 		$58.8K Buy
+622
New +$60.4K 0.02% 199

Other funds holding IYR

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
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
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
UBS Group
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

Advisortrust Partners's IYR Position: Q2 2026 in Review

Advisortrust Partners sold out of iShares US Real Estate ETF (IYR) in Q2 2026, closing a stake of 622 shares — an estimated $58.8K sold.

Advisortrust Partners first reported a position in IYR in Q1 2026 and held it in 1 quarter. The position peaked at $58.8K in Q1 2026. 487 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Advisortrust Partners reported no remaining iShares US Real Estate ETF position as of Q2 2026 after selling out during the quarter.
  • Advisortrust Partners sold 622 iShares US Real Estate ETF shares in Q2 2026, an estimated $58.8K.
  • Advisortrust Partners first reported a position in iShares US Real Estate ETF in Q1 2026 and held it in 1 quarter.
  • Advisortrust Partners's iShares US Real Estate ETF position peaked at $58.8K in Q1 2026.
  • 487 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Advisortrust Partners's 13F filing for Q2 2026, filed 10 Aug 2026.