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

Arax Advisory 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	$482K	Buy	+4,711	New	+$478K	﹤0.01%	1658
2026 Q1	–	Sell	-14	Closed	-$1.31K	–	4075
2025 Q4	$1.31K	Buy	+14	New	+$1.33K	﹤0.01%	3414
2025 Q3	–	Sell	-4	Closed	-$380	–	3989
2025 Q2	$380	Buy	+4	New	+$373	﹤0.01%	2951
2018 Q3	–	Sell	-31	Closed	-$2K	–	674
2018 Q2	$2K	Hold	31	–	–	﹤0.01%	439
2018 Q1	$2K	Hold	31	–	–	﹤0.01%	422
2017 Q4	$2K	Hold	31	–	–	﹤0.01%	419
2017 Q3	$2K	Hold	31	–	–	﹤0.01%	417
2017 Q2	$2K	Hold	31	–	–	﹤0.01%	453
2017 Q1	$2K	Hold	31	–	–	﹤0.01%	441
2016 Q4	$2K	Buy	+31	New	+$2.36K	﹤0.01%	472

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

Arax Advisory Partners's IYR Position: Q2 2026 in Review

Arax Advisory Partners opened a new position in iShares US Real Estate ETF (IYR) in Q2 2026: 4,711 shares worth $482K. The stake represents ﹤0.01% of the portfolio and ranks #1658 among its holdings. This is a return to the name: Arax Advisory Partners previously reported a position in IYR as recently as Q4 2025.

Arax Advisory Partners first reported a position in IYR in Q4 2016 and has held it in 10 quarters since. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

Arax Advisory Partners held 4,711 shares of iShares US Real Estate ETF worth $482K as of Q2 2026.
iShares US Real Estate ETF was a new Arax Advisory Partners position in Q2 2026.
iShares US Real Estate ETF made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1658 holding.
Arax Advisory Partners first reported a position in iShares US Real Estate ETF in Q4 2016 and has held it in 10 quarters since.
486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

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