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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
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 $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