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 Q2	$20.4K	Hold	200	–	–	﹤0.01%	882
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

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

Bartlett & Co Wealth Management's IYR Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its iShares US Real Estate ETF (IYR) position steady in Q2 2026 at 200 shares worth $20.4K. The position accounts for ﹤0.01% of the portfolio, ranked #882.

Bartlett & Co Wealth Management first reported a position in IYR in Q4 2020 and has held it in 12 quarters since. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

Bartlett & Co Wealth Management held 200 shares of iShares US Real Estate ETF worth $20.4K as of Q2 2026.
Bartlett & Co Wealth Management left its iShares US Real Estate ETF share count unchanged in Q2 2026.
iShares US Real Estate ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #882 holding.
Bartlett & Co Wealth Management first reported a position in iShares US Real Estate ETF in Q4 2020 and has held it in 12 quarters since.
486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.