Brown Brothers Harriman & Co’s iShares US Real Estate ETF IYR Stock Holding History

Brown Brothers Harriman & Co’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
2025 Q1	–	Sell	-5,136	Closed	-$478K	–	1384
2024 Q4	$478K	Buy	+5,136	New	+$506K	﹤0.01%	413
2021 Q1	–	Sell	-75	Closed	-$6K	–	1175
2020 Q4	$6K	Buy	+75	New	+$6.24K	﹤0.01%	912
2020 Q1	–	Sell	-2,900	Closed	-$270K	–	1202
2019 Q4	$270K	Hold	2,900	–	–	﹤0.01%	401
2019 Q3	$271K	Hold	2,900	–	–	﹤0.01%	369
2019 Q2	$253K	Hold	2,900	–	–	﹤0.01%	351
2019 Q1	$252K	Buy	+2,900	New	+$240K	﹤0.01%	347
2015 Q2	–	Sell	-830	Closed	-$66K	–	772
2015 Q1	$66K	Hold	830	–	–	﹤0.01%	469
2014 Q4	$64K	Buy	+830	New	+$62.1K	﹤0.01%	485
2014 Q1	–	Sell	-675	Closed	-$43K	–	805
2013 Q4	$43K	Buy	+675	New	+$43.5K	﹤0.01%	481

Other funds holding IYR

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

CWM

CIBC World Markets New York $20.8B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Brown Brothers Harriman & Co's IYR Position: Q1 2025 in Review

Brown Brothers Harriman & Co sold out of iShares US Real Estate ETF (IYR) in Q1 2025, closing a stake of 5,136 shares — an estimated $478K sold.

Brown Brothers Harriman & Co first reported a position in IYR in Q4 2013 and held it in 9 quarters. The position peaked at $478K in Q4 2024. 480 funds tracked by Wall St. Rank hold IYR as of Q1 2025.

Brown Brothers Harriman & Co reported no remaining iShares US Real Estate ETF position as of Q1 2025 after selling out during the quarter.
Brown Brothers Harriman & Co sold 5,136 iShares US Real Estate ETF shares in Q1 2025, an estimated $478K.
Brown Brothers Harriman & Co first reported a position in iShares US Real Estate ETF in Q4 2013 and held it in 9 quarters.
Brown Brothers Harriman & Co's iShares US Real Estate ETF position peaked at $478K in Q4 2024.
480 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2025.

Based on Brown Brothers Harriman & Co's 13F filing for Q1 2025, filed 14 May 2025.