AAP
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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
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 – 3990
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

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74B AUM
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
IMPI
Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return