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Edgestream Partners’s iShares US Real Estate ETF IYR Stock Holding History

Edgestream Partners’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 		$340K Sell
3,324
-9,042
-73% -$917K 0.01% 851
2026
Q1 		$1.17M Buy
12,366
+6,508
+111% +$632K 0.04% 604
2025
Q4 		$550K Buy
5,858
+2,514
+75% +$240K 0.02% 801
2025
Q3 		$325K Buy
+3,344
New +$322K 0.01% 790
2025
Q2 		– Sell
-2,411
Closed -$231K – 954
2025
Q1 		$231K Buy
+2,411
New +$229K 0.01% 791
2024
Q4 		– Sell
-4,994
Closed -$509K – 972
2024
Q3 		$509K Buy
+4,994
New +$481K 0.02% 698
2023
Q2 		– Sell
-7,090
Closed -$602K – 806
2023
Q1 		$602K Buy
+7,090
New +$620K 0.07% 375
2022
Q3 		– Sell
-4,892
Closed -$450K – 534
2022
Q2 		$450K Buy
4,892
+678
+16% +$67.6K 0.04% 418
2022
Q1 		$456K Sell
4,214
-2,961
-41% -$313K 0.04% 436
2021
Q4 		$833K Sell
7,175
-955
-12% -$105K 0.05% 334
2021
Q3 		$832K Buy
8,130
+3,739
+85% +$398K 0.05% 340
2021
Q2 		$448K Buy
4,391
+1,232
+39% +$122K 0.03% 365
2021
Q1 		$290K Buy
+3,159
New +$277K 0.02% 349
2020
Q4 		– Sell
-17,826
Closed -$1.42M – 390
2020
Q3 		$1.42M Buy
17,826
+6,168
+53% +$498K 0.09% 210
2020
Q2 		$919K Buy
+11,658
New +$884K 0.05% 249
2020
Q1 		– Sell
-11,983
Closed -$1.11M – 342
2019
Q4 		$1.11M Buy
11,983
+8,914
+290% +$826K 0.06% 224
2019
Q3 		$287K Buy
+3,069
New +$279K 0.03% 233

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

Edgestream Partners's IYR Position: Q2 2026 in Review

Edgestream Partners reduced its iShares US Real Estate ETF (IYR) stake by 73% in Q2 2026, selling an estimated $917K and leaving 3,324 shares worth $340K. The position accounts for 0.01% of the portfolio, ranked #851.

Edgestream Partners first reported a position in IYR in Q3 2019 and has held it in 17 quarters since. The position peaked at $1.42M in Q3 2020. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Edgestream Partners held 3,324 shares of iShares US Real Estate ETF worth $340K as of Q2 2026.
  • Edgestream Partners sold 9,042 iShares US Real Estate ETF shares in Q2 2026, an estimated $917K.
  • iShares US Real Estate ETF made up 0.01% of Edgestream Partners's portfolio in Q2 2026, its #851 holding.
  • Edgestream Partners first reported a position in iShares US Real Estate ETF in Q3 2019 and has held it in 17 quarters since.
  • Edgestream Partners's iShares US Real Estate ETF position peaked at $1.42M in Q3 2020.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.