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Clean Yield Group’s iShares US Real Estate ETF IYR Stock Holding History

Clean Yield 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
Q1 		– Sell
-175
Closed -$16.4K – 407
2025
Q4 		$16.4K Hold
175
– – ﹤0.01% 294
2025
Q3 		$17K Buy
+175
New +$16.8K ﹤0.01% 295

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 $416B 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 $74.4B AUM
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B 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 $666B 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

Clean Yield Group's IYR Position: Q1 2026 in Review

Clean Yield Group sold out of iShares US Real Estate ETF (IYR) in Q1 2026, closing a stake of 175 shares — an estimated $16.4K sold.

Clean Yield Group first reported a position in IYR in Q3 2025 and held it in 2 quarters. The position peaked at $17K in Q3 2025. 458 funds tracked by Wall St. Rank hold IYR as of Q1 2026.

  • Clean Yield Group reported no remaining iShares US Real Estate ETF position as of Q1 2026 after selling out during the quarter.
  • Clean Yield Group sold 175 iShares US Real Estate ETF shares in Q1 2026, an estimated $16.4K.
  • Clean Yield Group first reported a position in iShares US Real Estate ETF in Q3 2025 and held it in 2 quarters.
  • Clean Yield Group's iShares US Real Estate ETF position peaked at $17K in Q3 2025.
  • 458 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2026.

Based on Clean Yield Group's 13F filing for Q1 2026, filed 14 Apr 2026.