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Bellwether Advisors’s iShares US Real Estate ETF IYR Stock Holding History

Bellwether Advisors’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 		$213K Buy
+2,087
New +$212K 0.03% 164
2025
Q3 		– Sell
-1,566
Closed -$148K – 356
2025
Q2 		$148K Buy
1,566
+104
+7% +$9.7K 0.03% 146
2025
Q1 		$139K Buy
1,462
+239
+20% +$22.7K 0.03% 150
2024
Q4 		$114K Buy
+1,223
New +$121K 0.02% 168
2023
Q2 		– Sell
-670
Closed -$56.9K – 273
2023
Q1 		$56.9K Buy
670
+19
+3% +$1.66K 0.02% 183
2022
Q4 		$54.9K Buy
651
+101
+18% +$8.48K 0.02% 185
2022
Q3 		$44K Sell
550
-1,397
-72% -$132K 0.01% 169
2022
Q2 		$179K Buy
1,947
+20
+1% +$1.99K 0.06% 116
2022
Q1 		$208K Sell
1,927
-294
-13% -$31K 0.06% 132
2021
Q4 		$258K Hold
2,221
– – 0.08% 116
2021
Q3 		$231K Sell
2,221
-61
-3% -$6.49K 0.08% 140
2021
Q2 		$232K Buy
2,282
+58
+3% +$5.76K 0.08% 122
2021
Q1 		$204K Buy
2,224
+15
+0.7% +$1.32K 0.08% 109
2020
Q4 		$189K Buy
+2,209
New +$184K 0.08% 107

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

Bellwether Advisors's IYR Position: Q2 2026 in Review

Bellwether Advisors opened a new position in iShares US Real Estate ETF (IYR) in Q2 2026: 2,087 shares worth $213K. The stake represents 0.03% of the portfolio and ranks #164 among its holdings. This is a return to the name: Bellwether Advisors previously reported a position in IYR as recently as Q2 2025.

Bellwether Advisors first reported a position in IYR in Q4 2020 and has held it in 14 quarters since. The position peaked at $258K in Q4 2021. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Bellwether Advisors held 2,087 shares of iShares US Real Estate ETF worth $213K as of Q2 2026.
  • iShares US Real Estate ETF was a new Bellwether Advisors position in Q2 2026.
  • iShares US Real Estate ETF made up 0.03% of Bellwether Advisors's portfolio in Q2 2026, its #164 holding.
  • Bellwether Advisors first reported a position in iShares US Real Estate ETF in Q4 2020 and has held it in 14 quarters since.
  • Bellwether Advisors's iShares US Real Estate ETF position peaked at $258K in Q4 2021.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Bellwether Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.