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Barrett & Company’s iShares US Real Estate ETF IYR Stock Holding History

Barrett & Company’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 		$94.5K Hold
924
– – 0.03% 249
2026
Q1 		$87.4K Hold
924
– – 0.03% 227
2025
Q4 		$86.8K Hold
924
– – 0.03% 223
2025
Q3 		$89.7K Hold
924
– – 0.03% 222
2025
Q2 		$87.6K Sell
924
-64
-6% -$5.97K 0.03% 227
2025
Q1 		$94.6K Sell
988
-199
-17% -$18.9K 0.04% 197
2024
Q4 		$111K Hold
1,187
– – 0.05% 182
2024
Q3 		$121K Sell
1,187
-41
-3% -$3.95K 0.05% 176
2024
Q2 		$108K Hold
1,228
– – 0.05% 185
2024
Q1 		$110K Hold
1,228
– – 0.05% 186
2023
Q4 		$112K Buy
1,228
+1
+0.1% +$82 0.06% 171
2023
Q3 		$95.8K Hold
1,227
– – 0.06% 179
2023
Q2 		$106K Buy
1,227
+7
+0.6% +$588 0.06% 175
2023
Q1 		$104K Buy
1,220
+60
+5% +$5.25K 0.07% 171
2022
Q4 		$97.7K Hold
1,160
– – 0.06% 168
2022
Q3 		$97.7K Buy
+1,160
New +$110K 0.06% 168

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

Barrett & Company's IYR Position: Q2 2026 in Review

Barrett & Company held its iShares US Real Estate ETF (IYR) position steady in Q2 2026 at 924 shares worth $94.5K. The position accounts for 0.03% of the portfolio, ranked #249.

Barrett & Company first reported a position in IYR in Q3 2022 and has held it in 16 quarters since. The position peaked at $121K in Q3 2024. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Barrett & Company held 924 shares of iShares US Real Estate ETF worth $94.5K as of Q2 2026.
  • Barrett & Company left its iShares US Real Estate ETF share count unchanged in Q2 2026.
  • iShares US Real Estate ETF made up 0.03% of Barrett & Company's portfolio in Q2 2026, its #249 holding.
  • Barrett & Company first reported a position in iShares US Real Estate ETF in Q3 2022 and has held it in 16 quarters since.
  • Barrett & Company's iShares US Real Estate ETF position peaked at $121K in Q3 2024.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.