Baird Financial Group
IYR icon

Baird Financial Group’s iShares US Real Estate ETF IYR Stock Holding History

Baird Financial Group’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 		$2.13M Buy
20,878
+425
+2% +$43.1K ﹤0.01% 1084
2026
Q1 		$1.93M Sell
20,453
-1,505
-7% -$146K ﹤0.01% 1051
2025
Q4 		$2.06M Sell
21,958
-804
-4% -$76.6K ﹤0.01% 1025
2025
Q3 		$2.21M Buy
22,762
+6,620
+41% +$637K ﹤0.01% 1013
2025
Q2 		$1.53M Buy
16,142
+1,200
+8% +$112K ﹤0.01% 1088
2025
Q1 		$1.43M Buy
14,942
+113
+0.8% +$10.7K ﹤0.01% 1070
2024
Q4 		$1.38M Buy
14,829
+1,198
+9% +$118K ﹤0.01% 1083
2024
Q3 		$1.39M Buy
13,631
+829
+6% +$79.8K ﹤0.01% 1073
2024
Q2 		$1.12M Sell
12,802
-48,619
-79% -$4.17M ﹤0.01% 1130
2024
Q1 		$5.52M Buy
61,421
+754
+1% +$66.7K 0.01% 634
2023
Q4 		$5.55M Buy
60,667
+7,454
+14% +$610K 0.01% 635
2023
Q3 		$4.16M Buy
53,213
+4,417
+9% +$376K 0.01% 673
2023
Q2 		$4.22M Buy
48,796
+4,363
+10% +$366K 0.01% 669
2023
Q1 		$3.77M Buy
44,433
+823
+2% +$72K 0.01% 677
2022
Q4 		$3.67M Buy
43,610
+2,704
+7% +$227K 0.01% 662
2022
Q3 		$3.33M Sell
40,906
-15,892
-28% -$1.5M 0.01% 670
2022
Q2 		$5.22M Sell
56,798
-1,131
-2% -$113K 0.01% 569
2022
Q1 		$6.27M Buy
57,929
+3,710
+7% +$392K 0.02% 551
2021
Q4 		$6.3M Sell
54,219
-547
-1% -$59.9K 0.01% 560
2021
Q3 		$5.61M Buy
54,766
+4,489
+9% +$478K 0.01% 563
2021
Q2 		$5.13M Buy
50,277
+4,049
+9% +$402K 0.01% 581
2021
Q1 		$4.25M Buy
46,228
+15,854
+52% +$1.39M 0.01% 626
2020
Q4 		$2.6M Buy
30,374
+11
+0% +$916 0.01% 729
2020
Q3 		$2.42M Sell
30,363
-2,634
-8% -$213K 0.01% 689
2020
Q2 		$2.6M Buy
32,997
+25,052
+315% +$1.9M 0.01% 656
2020
Q1 		$552K Buy
7,945
+3,376
+74% +$299K ﹤0.01% 1031
2019
Q4 		$425K Buy
4,569
+91
+2% +$8.44K ﹤0.01% 1218
2019
Q3 		$418K Sell
4,478
-345
-7% -$31.4K ﹤0.01% 1221
2019
Q2 		$421K Buy
+4,823
New +$422K ﹤0.01% 1248
2019
Q1 		– Sell
-5,814
Closed -$436K – 1306
2018
Q4 		$436K Buy
5,814
+88
+2% +$6.92K ﹤0.01% 1026
2018
Q3 		$455K Sell
5,726
-133
-2% -$10.8K ﹤0.01% 1067
2018
Q2 		$472K Sell
5,859
-89,530
-94% -$6.9M ﹤0.01% 1033
2018
Q1 		$7.2M Sell
95,389
-2,515
-3% -$191K 0.05% 350
2017
Q4 		$7.93M Buy
97,904
+37,168
+61% +$3.02M 0.06% 325
2017
Q3 		$4.85M Sell
60,736
-2,356
-4% -$189K 0.04% 423
2017
Q2 		$5.03M Buy
63,092
+46,188
+273% +$3.67M 0.04% 401
2017
Q1 		$1.33M Sell
16,904
-16,225
-49% -$1.27M 0.01% 704
2016
Q4 		$2.55M Sell
33,129
-68,442
-67% -$5.2M 0.02% 520
2016
Q3 		$8.19M Sell
101,571
-58,132
-36% -$4.81M 0.07% 274
2016
Q2 		$8.64M Buy
159,703
+54,889
+52% +$4.3M 0.08% 260
2016
Q1 		$8.16M Sell
104,814
-7,291
-7% -$529K 0.08% 258
2015
Q4 		$8.42M Buy
112,105
+1,186
+1% +$88.6K 0.08% 244
2015
Q3 		$7.87M Buy
110,919
+38,166
+52% +$2.78M 0.08% 238
2015
Q2 		$5.19M Buy
+72,753
New +$5.52M 0.05% 329

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

Baird Financial Group's IYR Position: Q2 2026 in Review

Baird Financial Group increased its iShares US Real Estate ETF (IYR) stake by 2.1% in Q2 2026, buying an estimated $43.1K and bringing the position to 20,878 shares worth $2.13M. The position accounts for ﹤0.01% of the portfolio, ranked #1084.

Baird Financial Group first reported a position in IYR in Q2 2015 and has held it in 44 quarters since. The position peaked at $8.64M in Q2 2016. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Baird Financial Group held 20,878 shares of iShares US Real Estate ETF worth $2.13M as of Q2 2026.
  • Baird Financial Group bought 425 iShares US Real Estate ETF shares in Q2 2026, an estimated $43.1K.
  • iShares US Real Estate ETF made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #1084 holding.
  • Baird Financial Group first reported a position in iShares US Real Estate ETF in Q2 2015 and has held it in 44 quarters since.
  • Baird Financial Group's iShares US Real Estate ETF position peaked at $8.64M in Q2 2016.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.