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BIP Wealth’s iShares US Real Estate ETF IYR Stock Holding History

BIP 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 		$232K Sell
2,268
-91
-4% -$9.23K 0.01% 513
2026
Q1 		$223K Buy
+2,359
New +$229K 0.01% 424
2025
Q2 		– Sell
-2,689
Closed -$257K – 285
2025
Q1 		$257K Sell
2,689
-18
-0.7% -$1.71K 0.02% 230
2024
Q4 		$252K Buy
2,707
+643
+31% +$63.4K 0.02% 222
2024
Q3 		$210K Buy
+2,064
New +$199K 0.01% 229
2024
Q2 		– Sell
-2,245
Closed -$202K – 204
2024
Q1 		$202K Sell
2,245
-53
-2% -$4.69K 0.01% 208
2023
Q4 		$210K Buy
+2,298
New +$188K 0.02% 185
2023
Q3 		– Sell
-2,721
Closed -$235K – 191
2023
Q2 		$235K Sell
2,721
-2,140
-44% -$180K 0.02% 164
2023
Q1 		$413K Buy
+4,861
New +$425K 0.05% 125

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

BIP Wealth's IYR Position: Q2 2026 in Review

BIP Wealth reduced its iShares US Real Estate ETF (IYR) stake by 3.9% in Q2 2026, selling an estimated $9.23K and leaving 2,268 shares worth $232K. The position accounts for 0.01% of the portfolio, ranked #513.

BIP Wealth first reported a position in IYR in Q1 2023 and has held it in 9 quarters since. The position peaked at $413K in Q1 2023. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • BIP Wealth held 2,268 shares of iShares US Real Estate ETF worth $232K as of Q2 2026.
  • BIP Wealth sold 91 iShares US Real Estate ETF shares in Q2 2026, an estimated $9.23K.
  • iShares US Real Estate ETF made up 0.01% of BIP Wealth's portfolio in Q2 2026, its #513 holding.
  • BIP Wealth first reported a position in iShares US Real Estate ETF in Q1 2023 and has held it in 9 quarters since.
  • BIP Wealth's iShares US Real Estate ETF position peaked at $413K in Q1 2023.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.