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Blue Trust Inc’s iShares US Real Estate ETF IYR Stock Holding History

Blue Trust Inc’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 		$95.6K Sell
935
-118
-11% -$12K ﹤0.01% 1076
2026
Q1 		$99.6K Hold
1,053
– – ﹤0.01% 1033
2025
Q4 		$98.9K Sell
1,053
-203
-16% -$19.3K ﹤0.01% 1074
2025
Q3 		$122K Buy
1,256
+346
+38% +$33.3K ﹤0.01% 989
2025
Q2 		$86.2K Hold
910
– – ﹤0.01% 1105
2025
Q1 		$87.1K Hold
910
– – ﹤0.01% 1056
2024
Q4 		$84.7K Sell
910
-180
-17% -$17.7K ﹤0.01% 1005
2024
Q3 		$95.7K Buy
1,090
+1
+0.1% +$96 ﹤0.01% 1245
2024
Q2 		$97.9K Hold
1,089
– – ﹤0.01% 988
2024
Q1 		$97.9K Sell
1,089
-1,146
-51% -$101K ﹤0.01% 725
2023
Q4 		$175K Buy
2,235
+1,155
+107% +$94.6K ﹤0.01% 485
2023
Q3 		$93K Sell
1,080
-1,557
-59% -$133K ﹤0.01% 644
2023
Q2 		$224K Sell
2,637
-164
-6% -$13.8K ﹤0.01% 348
2023
Q1 		$236K Sell
2,801
-666
-19% -$58.3K ﹤0.01% 486
2022
Q4 		$282K Buy
3,467
+1,202
+53% +$101K 0.01% 365
2022
Q3 		$208K Buy
2,265
+67
+3% +$6.34K ﹤0.01% 345
2022
Q2 		$238K Buy
+2,198
New +$219K ﹤0.01% 297

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

Blue Trust Inc's IYR Position: Q2 2026 in Review

Blue Trust Inc reduced its iShares US Real Estate ETF (IYR) stake by 11% in Q2 2026, selling an estimated $12K and leaving 935 shares worth $95.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1076.

Blue Trust Inc first reported a position in IYR in Q2 2022 and has held it in 17 quarters since. The position peaked at $282K in Q4 2022. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Blue Trust Inc held 935 shares of iShares US Real Estate ETF worth $95.6K as of Q2 2026.
  • Blue Trust Inc sold 118 iShares US Real Estate ETF shares in Q2 2026, an estimated $12K.
  • iShares US Real Estate ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1076 holding.
  • Blue Trust Inc first reported a position in iShares US Real Estate ETF in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's iShares US Real Estate ETF position peaked at $282K in Q4 2022.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.