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Bartlett & Co Wealth Management’s iShares US Real Estate ETF IYR Stock Holding History

Bartlett & Co Wealth Management’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 		$20.3K Hold
200
– – ﹤0.01% 818
2025
Q4 		$18.8K Hold
200
– – ﹤0.01% 834
2025
Q3 		$19.4K Hold
200
– – ﹤0.01% 825
2025
Q2 		$19K Hold
200
– – ﹤0.01% 823
2025
Q1 		$19.1K Hold
200
– – ﹤0.01% 822
2024
Q4 		$18.6K Hold
200
– – ﹤0.01% 814
2024
Q3 		$20.4K Hold
200
– – ﹤0.01% 816
2024
Q2 		$17.5K Hold
200
– – ﹤0.01% 832
2024
Q1 		$18K Hold
200
– – ﹤0.01% 831
2023
Q4 		$18.5K Buy
+200
New +$16.4K ﹤0.01% 894
2021
Q1 		– Sell
-217
Closed -$18.6K – 1152
2020
Q4 		$18.6K Buy
+217
New +$18.1K ﹤0.01% 674

Other funds holding IYR

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CBU
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
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
IMPI
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
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