Flagship Harbor Advisors’s iShares US Real Estate ETF IYR Stock Holding History

Flagship Harbor 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 Q1	–	Sell	-25	Closed	-$2.35K	–	1477
2025 Q4	$2.35K	Buy	+25	New	+$2.38K	﹤0.01%	1822
2020 Q4	–	Sell	-586	Closed	-$46K	–	1136
2020 Q3	$46K	Hold	586	–	–	0.01%	883
2020 Q2	$46K	Buy	586 +50	+9%	+$3.79K	0.01%	876
2020 Q1	$37K	Hold	536	–	–	0.01%	838
2019 Q4	$50K	Sell	536 -600	-53%	-$55.6K	0.01%	807
2019 Q3	$106K	Buy	1,136 +600	+112%	+$54.6K	0.02%	570
2019 Q2	$46K	Hold	536	–	–	0.01%	780
2019 Q1	$46K	Buy	536 +135	+34%	+$11.2K	0.01%	775
2018 Q4	$30K	Sell	401 -30	-7%	-$2.36K	0.01%	870
2018 Q3	$34K	Hold	431	–	–	0.01%	942
2018 Q2	$34K	Buy	+431	New	+$33.2K	0.01%	922

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

Flagship Harbor Advisors's IYR Position: Q1 2026 in Review

Flagship Harbor Advisors sold out of iShares US Real Estate ETF (IYR) in Q1 2026, closing a stake of 25 shares — an estimated $2.35K sold.

Flagship Harbor Advisors first reported a position in IYR in Q2 2018 and held it in 11 quarters. The position peaked at $106K in Q3 2019. 460 funds tracked by Wall St. Rank hold IYR as of Q1 2026.

Flagship Harbor Advisors reported no remaining iShares US Real Estate ETF position as of Q1 2026 after selling out during the quarter.
Flagship Harbor Advisors sold 25 iShares US Real Estate ETF shares in Q1 2026, an estimated $2.35K.
Flagship Harbor Advisors first reported a position in iShares US Real Estate ETF in Q2 2018 and held it in 11 quarters.
Flagship Harbor Advisors's iShares US Real Estate ETF position peaked at $106K in Q3 2019.
460 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2026.

Based on Flagship Harbor Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.