AP
IYR icon

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

Aspect 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 		$72.8K Sell
712
-1,274
-64% -$129K 0.03% 124
2026
Q1 		$188K Buy
1,986
+74
+4% +$7.19K 0.08% 77
2025
Q4 		$180K Sell
1,912
-854
-31% -$81.4K 0.08% 80
2025
Q3 		$269K Sell
2,766
-854
-24% -$82.2K 0.12% 69
2025
Q2 		$343K Sell
3,620
-75,182
-95% -$7.01M 0.17% 59
2025
Q1 		$7.55M Buy
78,802
+57,709
+274% +$5.49M 4.32% 7
2024
Q4 		$1.96M Sell
21,093
-81,244
-79% -$8.01M 1.13% 22
2024
Q3 		$10.4M Buy
102,337
+94,962
+1,288% +$9.15M 5.85% 4
2024
Q2 		$647K Sell
7,375
-1,382
-16% -$119K 0.39% 40
2024
Q1 		$787K Sell
8,757
-159,084
-95% -$14.1M 0.62% 33
2023
Q4 		$15.3M Buy
+167,841
New +$13.7M 9.89% 2

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

Aspect Partners's IYR Position: Q2 2026 in Review

Aspect Partners reduced its iShares US Real Estate ETF (IYR) stake by 64% in Q2 2026, selling an estimated $129K and leaving 712 shares worth $72.8K. The position accounts for 0.03% of the portfolio, ranked #124.

Aspect Partners first reported a position in IYR in Q4 2023 and has held it in 11 quarters since. The position peaked at $15.3M in Q4 2023. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Aspect Partners held 712 shares of iShares US Real Estate ETF worth $72.8K as of Q2 2026.
  • Aspect Partners sold 1,274 iShares US Real Estate ETF shares in Q2 2026, an estimated $129K.
  • iShares US Real Estate ETF made up 0.03% of Aspect Partners's portfolio in Q2 2026, its #124 holding.
  • Aspect Partners first reported a position in iShares US Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
  • Aspect Partners's iShares US Real Estate ETF position peaked at $15.3M in Q4 2023.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.