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

Forte 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 Q2	$3.79M	Buy	37,111 +1,103	+3%	+$112K	1.55%	26
2026 Q1	$3.4M	Buy	36,008 +1,867	+5%	+$181K	1.49%	27
2025 Q4	$3.21M	Buy	34,141 +2,252	+7%	+$215K	1.46%	27
2025 Q3	$3.1M	Buy	31,889 +25	+0.1%	+$2.41K	1.49%	25
2025 Q2	$3.02M	Buy	+31,864	New	+$2.97M	1.54%	25

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

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

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

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

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

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

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

Forte Asset Management's IYR Position: Q2 2026 in Review

Forte Asset Management increased its iShares US Real Estate ETF (IYR) stake by 3.1% in Q2 2026, buying an estimated $112K and bringing the position to 37,111 shares worth $3.79M. The position accounts for 1.55% of the portfolio, ranked #26.

Forte Asset Management first reported a position in IYR in Q2 2025 and has held it in 5 quarters since. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

Forte Asset Management held 37,111 shares of iShares US Real Estate ETF worth $3.79M as of Q2 2026.
Forte Asset Management bought 1,103 iShares US Real Estate ETF shares in Q2 2026, an estimated $112K.
iShares US Real Estate ETF made up 1.55% of Forte Asset Management's portfolio in Q2 2026, its #26 holding.
Forte Asset Management first reported a position in iShares US Real Estate ETF in Q2 2025 and has held it in 5 quarters since.
486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Forte Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.