Equitable Holdings’s iShares US Real Estate ETF IYR Stock Holding History

Equitable Holdings’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	$304K	Sell	3,237 -79	-2%	-$7.67K	﹤0.01%	1451
2025 Q4	$311K	Sell	3,316 -313	-9%	-$29.8K	﹤0.01%	1303
2025 Q3	$352K	Buy	3,629 +325	+10%	+$31.3K	﹤0.01%	1195
2025 Q2	$313K	Buy	+3,304	New	+$308K	﹤0.01%	1183
2022 Q2	–	Sell	-2,131	Closed	-$231K	–	885
2022 Q1	$231K	Buy	2,131 +200	+10%	+$21.1K	﹤0.01%	803
2021 Q4	$224K	Sell	1,931 -114	-6%	-$12.5K	﹤0.01%	794
2021 Q3	$209K	Hold	2,045	–	–	﹤0.01%	794
2021 Q2	$208K	Buy	+2,045	New	+$203K	﹤0.01%	777

Other funds holding IYR

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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 Paris, France $206B AUM 31.61% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Equitable Holdings's IYR Position: Q1 2026 in Review

Equitable Holdings reduced its iShares US Real Estate ETF (IYR) stake by 2.4% in Q1 2026, selling an estimated $7.67K and leaving 3,237 shares worth $304K. The position accounts for ﹤0.01% of the portfolio, ranked #1451.

Equitable Holdings first reported a position in IYR in Q2 2021 and has held it in 8 quarters since. The position peaked at $352K in Q3 2025. 458 funds tracked by Wall St. Rank hold IYR as of Q1 2026.

Equitable Holdings held 3,237 shares of iShares US Real Estate ETF worth $304K as of Q1 2026.
Equitable Holdings sold 79 iShares US Real Estate ETF shares in Q1 2026, an estimated $7.67K.
iShares US Real Estate ETF made up ﹤0.01% of Equitable Holdings's portfolio in Q1 2026, its #1451 holding.
Equitable Holdings first reported a position in iShares US Real Estate ETF in Q2 2021 and has held it in 8 quarters since.
Equitable Holdings's iShares US Real Estate ETF position peaked at $352K in Q3 2025.
458 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.