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Cetera Trust Company’s iShares US Real Estate ETF IYR Stock Holding History

Cetera Trust Company’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 		$30.7K Hold
300
– – 0.02% 245
2026
Q1 		$28.4K Hold
300
– – 0.02% 241
2025
Q4 		$28.2K Hold
300
– – 0.02% 235
2025
Q3 		$29.1K Hold
300
– – 0.02% 239
2025
Q2 		$28.4K Hold
300
– – 0.02% 240
2025
Q1 		$28.7K Hold
300
– – 0.02% 242
2024
Q4 		$27.9K Hold
300
– – 0.02% 244
2024
Q3 		$30.6K Hold
300
– – 0.02% 248
2024
Q2 		$26.3K Hold
300
– – 0.02% 251
2024
Q1 		$27K Hold
300
– – 0.02% 253
2023
Q4 		$27.4K Buy
+300
New +$24.6K 0.02% 251

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

Cetera Trust Company's IYR Position: Q2 2026 in Review

Cetera Trust Company held its iShares US Real Estate ETF (IYR) position steady in Q2 2026 at 300 shares worth $30.7K. The position accounts for 0.02% of the portfolio, ranked #245.

Cetera Trust Company first reported a position in IYR in Q4 2023 and has held it in 11 quarters since. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Cetera Trust Company held 300 shares of iShares US Real Estate ETF worth $30.7K as of Q2 2026.
  • Cetera Trust Company left its iShares US Real Estate ETF share count unchanged in Q2 2026.
  • iShares US Real Estate ETF made up 0.02% of Cetera Trust Company's portfolio in Q2 2026, its #245 holding.
  • Cetera Trust Company first reported a position in iShares US Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Cetera Trust Company's 13F filing for Q2 2026, filed 13 Aug 2026.