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 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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 New York $761B AUM 31.28% 1-Year Est. Return

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 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