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EP Wealth Advisors’s iShares US Real Estate ETF IYR Stock Holding History

EP Wealth Advisors’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 		$166K Buy
+1,627
New +$165K ﹤0.01% 1563
2026
Q1 		– Sell
-2,522
Closed -$237K – 1544
2025
Q4 		$237K Buy
+2,522
New +$240K ﹤0.01% 1278
2025
Q2 		$162K Sell
1,708
-730
-30% -$68.1K ﹤0.01% 1305
2025
Q1 		$233K Buy
2,438
+1,011
+71% +$96.2K ﹤0.01% 1054
2024
Q4 		$133K Sell
1,427
-3
-0.2% -$296 ﹤0.01% 1163
2024
Q3 		$146K Buy
+1,430
New +$138K ﹤0.01% 1102
2023
Q1 		– Sell
-1,896
Closed -$160K – 670
2022
Q4 		$160K Buy
+1,896
New +$159K ﹤0.01% 569
2022
Q3 		– Sell
-1,677
Closed -$154K – 487
2022
Q2 		$154K Sell
1,677
-412
-20% -$41.1K ﹤0.01% 605
2022
Q1 		$226K Buy
+2,089
New +$220K 0.01% 548
2021
Q1 		– Sell
-1,589
Closed -$136K – 505
2020
Q4 		$136K Buy
+1,589
New +$132K ﹤0.01% 431
2020
Q2 		– Sell
-3,902
Closed -$271K – 379
2020
Q1 		$271K Sell
3,902
-186
-5% -$16.5K 0.01% 321
2019
Q4 		$381K Hold
4,088
– – 0.02% 306
2019
Q3 		$382K Sell
4,088
-301
-7% -$27.4K 0.02% 247
2019
Q2 		$383K Buy
+4,389
New +$384K 0.02% 214
2019
Q1 		– Sell
-4,702
Closed -$352K – 260
2018
Q4 		$352K Buy
+4,702
New +$369K 0.03% 195

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

EP Wealth Advisors's IYR Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in iShares US Real Estate ETF (IYR) in Q2 2026: 1,627 shares worth $166K. The stake represents ﹤0.01% of the portfolio and ranks #1563 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in IYR as recently as Q4 2025.

EP Wealth Advisors first reported a position in IYR in Q4 2018 and has held it in 15 quarters since. The position peaked at $383K in Q2 2019. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • EP Wealth Advisors held 1,627 shares of iShares US Real Estate ETF worth $166K as of Q2 2026.
  • iShares US Real Estate ETF was a new EP Wealth Advisors position in Q2 2026.
  • iShares US Real Estate ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1563 holding.
  • EP Wealth Advisors first reported a position in iShares US Real Estate ETF in Q4 2018 and has held it in 15 quarters since.
  • EP Wealth Advisors's iShares US Real Estate ETF position peaked at $383K in Q2 2019.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.