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Clear Investment Research’s iShares US Real Estate ETF IYR Stock Holding History

Clear Investment Research’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 		$67.3K Buy
+712
New +$69.2K 0.11% 95
2025
Q4 		– Sell
-2,369
Closed -$230K – 139
2025
Q3 		$230K Buy
2,369
+59
+3% +$5.68K 0.31% 57
2025
Q2 		$219K Buy
2,310
+30
+1% +$2.8K 0.28% 56
2025
Q1 		$218K Sell
2,280
-21
-0.9% -$2K 0.29% 52
2024
Q4 		$214K Buy
2,301
+109
+5% +$10.7K 0.28% 51
2024
Q3 		$223K Sell
2,192
-47
-2% -$4.53K 0.29% 50
2024
Q2 		$196K Sell
2,239
-94
-4% -$8.06K 0.26% 52
2024
Q1 		$210K Buy
2,333
+80
+4% +$7.07K 0.28% 49
2023
Q4 		$206K Sell
2,253
-69
-3% -$5.65K 0.29% 55
2023
Q3 		$181K Buy
2,322
+40
+2% +$3.41K 0.31% 47
2023
Q2 		$198K Buy
2,282
+33
+1% +$2.77K 0.33% 45
2023
Q1 		$191K Sell
2,249
-65
-3% -$5.69K 0.33% 43
2022
Q4 		$195K Buy
2,314
+21
+0.9% +$1.76K 0.38% 43
2022
Q3 		$187K Buy
2,293
+91
+4% +$8.61K 0.39% 43
2022
Q2 		$203K Buy
2,202
+46
+2% +$4.59K 0.45% 42
2022
Q1 		$233K Sell
2,156
-613
-22% -$64.7K 0.46% 42
2021
Q4 		$322K Buy
2,769
+101
+4% +$11.1K 0.49% 36
2021
Q3 		$273K Sell
2,668
-53
-2% -$5.64K 0.44% 38
2021
Q2 		$277K Sell
2,721
-73
-3% -$7.25K 0.46% 36
2021
Q1 		$257K Sell
2,794
-49
-2% -$4.3K 0.46% 33
2020
Q4 		$244K Sell
2,843
-168
-6% -$14K 0.44% 36
2020
Q3 		$240K Buy
3,011
+23
+0.8% +$1.86K 0.49% 35
2020
Q2 		$236K Buy
2,988
+195
+7% +$14.8K 0.51% 35
2020
Q1 		$194K Buy
2,793
+6
+0.2% +$531 0.47% 38
2019
Q4 		$259K Sell
2,787
-326
-10% -$30.2K 0.53% 33
2019
Q3 		$291K Sell
3,113
-83
-3% -$7.56K 0.62% 28
2019
Q2 		$279K Sell
3,196
-29
-0.9% -$2.54K 0.46% 32
2019
Q1 		$281K Sell
3,225
-14
-0.4% -$1.16K 0.44% 32
2018
Q4 		$243K Sell
3,239
-88
-3% -$6.92K 0.39% 34
2018
Q3 		$266K Sell
3,327
-71,991
-96% -$5.87M 0.38% 34
2018
Q2 		$5.68M Hold
75,318
– – 3.72% 13
2018
Q1 		$5.68M Buy
75,318
+5,624
+8% +$427K 3.72% 13
2017
Q4 		$5.65M Buy
69,694
+2,260
+3% +$183K 3.74% 13
2017
Q3 		$5.39M Buy
67,434
+16,282
+32% +$1.31M 3.66% 13
2017
Q2 		$4.08M Sell
51,152
-23,794
-32% -$1.89M 3.11% 14
2017
Q1 		$5.88M Buy
74,946
+3,688
+5% +$288K 4.23% 12
2016
Q4 		$5.48M Buy
71,258
+4,525
+7% +$344K 4.23% 12
2016
Q3 		$5.38M Buy
66,733
+25,093
+60% +$2.08M 4.27% 12
2016
Q2 		$3.43M Sell
41,640
-21,951
-35% -$1.72M 3.59% 13
2016
Q1 		$4.95M Buy
63,591
+448
+0.7% +$32.5K 4.05% 11
2015
Q4 		$4.74M Buy
63,143
+450
+0.7% +$33.6K 4.04% 11
2015
Q3 		$4.45M Buy
62,693
+3,442
+6% +$251K 4.12% 11
2015
Q2 		$4.22M Buy
59,251
+2,669
+5% +$202K 3.76% 11
2015
Q1 		$4.49M Buy
+56,582
New +$4.53M 4.06% 11

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

Clear Investment Research's IYR Position: Q1 2026 in Review

Clear Investment Research opened a new position in iShares US Real Estate ETF (IYR) in Q1 2026: 712 shares worth $67.3K. The stake represents 0.11% of the portfolio and ranks #95 among its holdings. This is a return to the name: Clear Investment Research previously reported a position in IYR as recently as Q3 2025.

Clear Investment Research first reported a position in IYR in Q1 2015 and has held it in 44 quarters since. The position peaked at $5.88M in Q1 2017. 458 funds tracked by Wall St. Rank hold IYR as of Q1 2026.

  • Clear Investment Research held 712 shares of iShares US Real Estate ETF worth $67.3K as of Q1 2026.
  • iShares US Real Estate ETF was a new Clear Investment Research position in Q1 2026.
  • iShares US Real Estate ETF made up 0.11% of Clear Investment Research's portfolio in Q1 2026, its #95 holding.
  • Clear Investment Research first reported a position in iShares US Real Estate ETF in Q1 2015 and has held it in 44 quarters since.
  • Clear Investment Research's iShares US Real Estate ETF position peaked at $5.88M in Q1 2017.
  • 458 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2026.

Based on Clear Investment Research's 13F filing for Q1 2026, filed 4 May 2026.