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Chicago Partners Investment Group’s iShares US Real Estate ETF IYR Stock Holding History

Chicago Partners Investment Group’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 		$224K Buy
2,143
+2
+0.1% +$203 ﹤0.01% 1378
2026
Q1 		$215K Hold
2,141
– – ﹤0.01% 1305
2025
Q4 		$206K Buy
2,141
+3
+0.1% +$286 0.01% 1218
2025
Q3 		$206K Buy
2,138
+1
+0% +$96 0.01% 1148
2025
Q2 		$209K Buy
2,137
+1
+0% +$93 0.01% 1027
2025
Q1 		$201K Buy
+2,136
New +$203K 0.01% 870
2018
Q2 		– Sell
-21
Closed -$2K – 973
2018
Q1 		$2K Buy
+21
New +$1.59K ﹤0.01% 896

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

Chicago Partners Investment Group's IYR Position: Q2 2026 in Review

Chicago Partners Investment Group increased its iShares US Real Estate ETF (IYR) stake by 0.09% in Q2 2026, buying an estimated $203 and bringing the position to 2,143 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #1378.

Chicago Partners Investment Group first reported a position in IYR in Q1 2018 and has held it in 7 quarters since. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Chicago Partners Investment Group held 2,143 shares of iShares US Real Estate ETF worth $224K as of Q2 2026.
  • Chicago Partners Investment Group bought 2 iShares US Real Estate ETF shares in Q2 2026, an estimated $203.
  • iShares US Real Estate ETF made up ﹤0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #1378 holding.
  • Chicago Partners Investment Group first reported a position in iShares US Real Estate ETF in Q1 2018 and has held it in 7 quarters since.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.