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Ancora Advisors’s iShares US Real Estate ETF IYR Stock Holding History

Ancora Advisors’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 		$11K Buy
108
+1
+0.9% +$101 ﹤0.01% 1453
2026
Q1 		$10.1K Hold
107
– – ﹤0.01% 1768
2025
Q4 		$10K Buy
107
+1
+0.9% +$95 ﹤0.01% 1795
2025
Q3 		$10.3K Buy
106
+1
+1% +$96 ﹤0.01% 1384
2025
Q2 		$9.96K Hold
105
– – ﹤0.01% 1374
2025
Q1 		$10K Buy
105
+1
+1% +$95 ﹤0.01% 1322
2024
Q4 		$9.7K Buy
104
+1
+1% +$99 ﹤0.01% 1337
2024
Q3 		$10.5K Hold
103
– – ﹤0.01% 1316
2024
Q2 		$9K Buy
103
+1
+1% +$86 ﹤0.01% 1324
2024
Q1 		$9.16K Hold
102
– – ﹤0.01% 1341
2023
Q4 		$9.28K Sell
102
-195
-66% -$16K ﹤0.01% 1307
2023
Q3 		$23.2K Hold
297
– – ﹤0.01% 1109
2023
Q2 		$25.7K Buy
297
+1
+0.3% +$84 ﹤0.01% 1073
2023
Q1 		$25.1K Hold
296
– – ﹤0.01% 1077
2022
Q4 		$25K Buy
296
+198
+202% +$16.6K ﹤0.01% 1124
2022
Q3 		$8K Buy
98
+1
+1% +$95 ﹤0.01% 1536
2022
Q2 		$9K Buy
97
+1
+1% +$100 ﹤0.01% 1628
2022
Q1 		$10K Hold
96
– – ﹤0.01% 1729
2021
Q4 		$11K Buy
96
+1
+1% +$110 ﹤0.01% 1764
2021
Q3 		$10K Hold
95
– – ﹤0.01% 1681
2021
Q2 		$10K Buy
95
+1
+1% +$99 ﹤0.01% 1526
2021
Q1 		$9K Hold
94
– – ﹤0.01% 1467
2020
Q4 		$8K Buy
+94
New +$7.83K ﹤0.01% 1237
2017
Q1 		– Sell
-728
Closed -$56K – 857
2016
Q4 		$56K Buy
+728
New +$55.3K ﹤0.01% 757

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

Ancora Advisors's IYR Position: Q2 2026 in Review

Ancora Advisors increased its iShares US Real Estate ETF (IYR) stake by 0.93% in Q2 2026, buying an estimated $101 and bringing the position to 108 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #1453.

Ancora Advisors first reported a position in IYR in Q4 2016 and has held it in 24 quarters since. The position peaked at $56K in Q4 2016. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Ancora Advisors held 108 shares of iShares US Real Estate ETF worth $11K as of Q2 2026.
  • Ancora Advisors bought 1 iShares US Real Estate ETF share in Q2 2026, an estimated $101.
  • iShares US Real Estate ETF made up ﹤0.01% of Ancora Advisors's portfolio in Q2 2026, its #1453 holding.
  • Ancora Advisors first reported a position in iShares US Real Estate ETF in Q4 2016 and has held it in 24 quarters since.
  • Ancora Advisors's iShares US Real Estate ETF position peaked at $56K in Q4 2016.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.