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Garrison Point Advisors’s iShares US Real Estate ETF IYR Stock Holding History

Garrison Point 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
Q2 		$288K Sell
2,821
-5
-0.2% -$507 0.12% 145
2026
Q1 		$267K Buy
2,826
+5
+0.2% +$486 0.12% 148
2025
Q4 		$265K Sell
2,821
-496
-15% -$47.3K 0.12% 144
2025
Q3 		$322K Buy
3,317
+27
+0.8% +$2.6K 0.14% 136
2025
Q2 		$312K Buy
3,290
+169
+5% +$15.8K 0.14% 131
2025
Q1 		$299K Buy
3,121
+153
+5% +$14.6K 0.14% 134
2024
Q4 		$276K Buy
2,968
+10
+0.3% +$986 0.13% 133
2024
Q3 		$301K Buy
2,958
+154
+5% +$14.8K 0.19% 117
2024
Q2 		$246K Buy
2,804
+226
+9% +$19.4K 0.16% 129
2024
Q1 		$232K Buy
2,578
+250
+11% +$22.1K 0.15% 144
2023
Q4 		$213K Buy
+2,328
New +$191K 0.15% 141
2023
Q3 		– Sell
-2,628
Closed -$227K – 147
2023
Q2 		$227K Sell
2,628
-410
-13% -$34.4K 0.16% 141
2023
Q1 		$258K Buy
3,038
+248
+9% +$21.7K 0.19% 126
2022
Q4 		$235K Buy
2,790
+143
+5% +$12K 0.19% 130
2022
Q3 		$216K Buy
2,647
+42
+2% +$3.98K 0.19% 131
2022
Q2 		$240K Buy
2,605
+194
+8% +$19.3K 0.2% 130
2022
Q1 		$261K Buy
2,411
+208
+9% +$22K 0.18% 129
2021
Q4 		$256K Buy
+2,203
New +$241K 0.17% 131

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

Garrison Point Advisors's IYR Position: Q2 2026 in Review

Garrison Point Advisors reduced its iShares US Real Estate ETF (IYR) stake by 0.18% in Q2 2026, selling an estimated $507 and leaving 2,821 shares worth $288K. The position accounts for 0.12% of the portfolio, ranked #145.

Garrison Point Advisors first reported a position in IYR in Q4 2021 and has held it in 18 quarters since. The position peaked at $322K in Q3 2025. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Garrison Point Advisors held 2,821 shares of iShares US Real Estate ETF worth $288K as of Q2 2026.
  • Garrison Point Advisors sold 5 iShares US Real Estate ETF shares in Q2 2026, an estimated $507.
  • iShares US Real Estate ETF made up 0.12% of Garrison Point Advisors's portfolio in Q2 2026, its #145 holding.
  • Garrison Point Advisors first reported a position in iShares US Real Estate ETF in Q4 2021 and has held it in 18 quarters since.
  • Garrison Point Advisors's iShares US Real Estate ETF position peaked at $322K in Q3 2025.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Garrison Point Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.