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Fox Run Management’s iShares US Real Estate ETF IYR Stock Holding History

Fox Run 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 		$327K Buy
+3,200
New +$325K 0.05% 644
2025
Q4 		– Sell
-40,100
Closed -$3.89M – 1074
2025
Q3 		$3.89M Buy
+40,100
New +$3.86M 0.61% 3
2025
Q2 		– Sell
-52,500
Closed -$5.03M – 1037
2025
Q1 		$5.03M Buy
52,500
+9,800
+23% +$932K 0.78% 3
2024
Q4 		$3.97M Buy
42,700
+38,100
+828% +$3.75M 0.72% 2
2024
Q3 		$469K Buy
+4,600
New +$443K 0.1% 382
2024
Q2 		– Sell
-31,900
Closed -$2.87M – 919
2024
Q1 		$2.87M Buy
+31,900
New +$2.82M 0.62% 4
2023
Q4 		– Sell
-22,300
Closed -$1.74M – 862
2023
Q3 		$1.74M Sell
22,300
-17,400
-44% -$1.48M 0.52% 2
2023
Q2 		$3.44M Buy
39,700
+200
+0.5% +$16.8K 0.97% 1
2023
Q1 		$3.35M Buy
39,500
+34,900
+759% +$3.05M 1.09% 1
2022
Q4 		$387K Buy
+4,600
New +$386K 0.16% 251
2021
Q4 		– Sell
-5,200
Closed -$532K – 583
2021
Q3 		$532K Buy
+5,200
New +$553K 0.34% 67
2021
Q1 		– Sell
-8,000
Closed -$685K – 265
2020
Q4 		$685K Sell
8,000
-3,500
-30% -$291K 1.38% 2
2020
Q3 		$918K Buy
11,500
+100
+0.9% +$8.08K 2.3% 1
2020
Q2 		$898K Buy
+11,400
New +$864K 1.19% 1

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

Fox Run Management's IYR Position: Q2 2026 in Review

Fox Run Management opened a new position in iShares US Real Estate ETF (IYR) in Q2 2026: 3,200 shares worth $327K. The stake represents 0.05% of the portfolio and ranks #644 among its holdings. This is a return to the name: Fox Run Management previously reported a position in IYR as recently as Q3 2025.

Fox Run Management first reported a position in IYR in Q2 2020 and has held it in 14 quarters since. The position peaked at $5.03M in Q1 2025. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Fox Run Management held 3,200 shares of iShares US Real Estate ETF worth $327K as of Q2 2026.
  • iShares US Real Estate ETF was a new Fox Run Management position in Q2 2026.
  • iShares US Real Estate ETF made up 0.05% of Fox Run Management's portfolio in Q2 2026, its #644 holding.
  • Fox Run Management first reported a position in iShares US Real Estate ETF in Q2 2020 and has held it in 14 quarters since.
  • Fox Run Management's iShares US Real Estate ETF position peaked at $5.03M in Q1 2025.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Fox Run Management's 13F filing for Q2 2026, filed 4 Aug 2026.