Ballast Rock Private Wealth’s iShares US Real Estate ETF IYR Stock Holding History

Ballast Rock Private Wealth’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	$1.28M	Buy	+12,520	New	+$1.27M	0.59%	46

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

Ballast Rock Private Wealth's IYR Position: Q2 2026 in Review

Ballast Rock Private Wealth opened a new position in iShares US Real Estate ETF (IYR) in Q2 2026: 12,520 shares worth $1.28M. The stake represents 0.59% of the portfolio and ranks #46 among its holdings.

485 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

Ballast Rock Private Wealth held 12,520 shares of iShares US Real Estate ETF worth $1.28M as of Q2 2026.
iShares US Real Estate ETF was a new Ballast Rock Private Wealth position in Q2 2026.
iShares US Real Estate ETF made up 0.59% of Ballast Rock Private Wealth's portfolio in Q2 2026, its #46 holding.
485 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Ballast Rock Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.