Evanson Asset Management’s iShares US Real Estate ETF IYR Stock Holding History

Evanson Asset Management’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	-18,419	Closed	-$1.73M	–	330
2025 Q4	$1.73M	Hold	18,419	–	–	0.09%	99
2025 Q3	$1.79M	Buy	18,419 +47	+0.3%	+$4.52K	0.1%	93
2025 Q2	$1.74M	Hold	18,372	–	–	0.11%	88
2025 Q1	$1.76M	Buy	18,372 +32	+0.2%	+$3.04K	0.12%	85
2024 Q4	$1.71M	Buy	18,340 +40	+0.2%	+$3.94K	0.12%	87
2024 Q3	$1.86M	Hold	18,300	–	–	0.13%	82
2024 Q2	$1.61M	Hold	18,300	–	–	0.12%	82
2024 Q1	$1.65M	Hold	18,300	–	–	0.12%	84
2023 Q4	$1.67M	Hold	18,300	–	–	0.14%	81
2023 Q3	$1.43M	Hold	18,300	–	–	0.13%	76
2023 Q2	$1.58M	Hold	18,300	–	–	0.14%	72
2023 Q1	$1.55M	Hold	18,300	–	–	0.15%	68
2022 Q4	$1.54M	Hold	18,300	–	–	0.17%	66
2022 Q3	$1.49M	Hold	18,300	–	–	0.18%	61
2022 Q2	$1.68M	Hold	18,300	–	–	0.19%	65
2022 Q1	$1.98M	Hold	18,300	–	–	0.19%	63
2021 Q4	$2.13M	Hold	18,300	–	–	0.19%	58
2021 Q3	$1.88M	Hold	18,300	–	–	0.19%	68
2021 Q2	$1.87M	Hold	18,300	–	–	0.19%	65
2021 Q1	$1.68M	Hold	18,300	–	–	0.25%	63
2020 Q4	$1.57M	Hold	18,300	–	–	0.25%	59
2020 Q3	$1.46M	Hold	18,300	–	–	0.26%	54
2020 Q2	$1.44M	Hold	18,300	–	–	0.29%	54
2020 Q1	$1.27M	Buy	+18,300	New	+$1.62M	0.3%	57

Other funds holding IYR

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

IMPI

Ilmarinen Mutual Pension Insurance Helsinki, Finland $14.8B AUM 26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Evanson Asset Management's IYR Position: Q1 2026 in Review

Evanson Asset Management sold out of iShares US Real Estate ETF (IYR) in Q1 2026, closing a stake of 18,419 shares — an estimated $1.73M sold.

Evanson Asset Management first reported a position in IYR in Q1 2020 and held it in 24 quarters. The position peaked at $2.13M in Q4 2021. 460 funds tracked by Wall St. Rank hold IYR as of Q1 2026.

Evanson Asset Management reported no remaining iShares US Real Estate ETF position as of Q1 2026 after selling out during the quarter.
Evanson Asset Management sold 18,419 iShares US Real Estate ETF shares in Q1 2026, an estimated $1.73M.
Evanson Asset Management first reported a position in iShares US Real Estate ETF in Q1 2020 and held it in 24 quarters.
Evanson Asset Management's iShares US Real Estate ETF position peaked at $2.13M in Q4 2021.
460 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2026.

Based on Evanson Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.