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Global Retirement Partners’s iShares US Real Estate ETF IYR Stock Holding History

Global Retirement Partners’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 		$2.13M Buy
+20,867
New +$2.12M 0.03% 466
2025
Q4 		$1.65M Sell
17,588
-2,474
-12% -$236K 0.03% 494
2025
Q3 		$1.95M Sell
20,062
-8,948
-31% -$861K 0.04% 367
2025
Q2 		$2.75M Buy
+29,010
New +$2.71M 0.07% 259
2024
Q4 		$2.92M Buy
31,395
+14,246
+83% +$1.4M 0.08% 228
2024
Q3 		$1.75M Buy
17,149
+1,775
+12% +$171K 0.05% 308
2024
Q2 		$1.35M Buy
15,374
+1,761
+13% +$151K 0.04% 354
2024
Q1 		$1.22M Buy
13,613
+1,779
+15% +$157K 0.05% 325
2023
Q4 		$1.06M Buy
11,834
+7,829
+195% +$641K 0.04% 330
2023
Q3 		$305K Sell
4,005
-785
-16% -$66.9K 0.02% 546
2023
Q2 		$415K Sell
4,790
-3,044
-39% -$256K 0.02% 495
2023
Q1 		$651K Buy
7,834
+4,811
+159% +$421K 0.03% 381
2022
Q4 		$254K Buy
3,023
+6
+0.2% +$504 0.02% 527
2022
Q3 		$253K Buy
3,017
+32
+1% +$3.03K 0.02% 503
2022
Q2 		$275K Buy
2,985
+2
+0.1% +$199 0.02% 489
2022
Q1 		$289K Buy
+2,983
New +$315K 0.02% 476
2021
Q4 		– Sell
-2,479
Closed -$254K – 1052
2021
Q3 		$254K Buy
2,479
+153
+7% +$16.3K 0.03% 424
2021
Q2 		$237K Buy
2,326
+1
+0% +$99 0.02% 422
2021
Q1 		$214K Buy
2,325
+2
+0.1% +$176 0.03% 401
2020
Q4 		$199K Buy
2,323
+127
+6% +$10.6K 0.02% 404
2020
Q3 		$175K Sell
2,196
-159
-7% -$12.8K 0.03% 386
2020
Q2 		$186K Sell
2,355
-112
-5% -$8.49K 0.03% 365
2020
Q1 		$172K Sell
2,467
-308
-11% -$27.3K 0.03% 344
2019
Q4 		$258K Buy
2,775
+267
+11% +$24.8K 0.04% 335
2019
Q3 		$235K Buy
2,508
+32
+1% +$2.91K 0.04% 336
2019
Q2 		$216K Buy
2,476
+672
+37% +$58.8K 0.04% 333
2019
Q1 		$157K Buy
1,804
+41
+2% +$3.39K 0.04% 335
2018
Q4 		$132K Sell
1,763
-719
-29% -$56.5K 0.03% 344
2018
Q3 		$199K Sell
2,482
-127
-5% -$10.4K 0.05% 298
2018
Q2 		$210K Sell
2,609
-1,103
-30% -$85K 0.05% 275
2018
Q1 		$280K Sell
3,712
-619
-14% -$47K 0.08% 232
2017
Q4 		$351K Sell
4,331
-1,167
-21% -$94.7K 0.1% 186
2017
Q3 		$439K Sell
5,498
-141
-3% -$11.3K 0.18% 120
2017
Q2 		$450K Sell
5,639
-214
-4% -$17K 0.21% 104
2017
Q1 		$459K Buy
5,853
+2,246
+62% +$175K 0.26% 93
2016
Q4 		$278K Buy
+3,607
New +$274K 0.19% 108

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

Global Retirement Partners's IYR Position: Q2 2026 in Review

Global Retirement Partners opened a new position in iShares US Real Estate ETF (IYR) in Q2 2026: 20,867 shares worth $2.13M. The stake represents 0.03% of the portfolio and ranks #466 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in IYR as recently as Q4 2025.

Global Retirement Partners first reported a position in IYR in Q4 2016 and has held it in 36 quarters since. The position peaked at $2.92M in Q4 2024. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Global Retirement Partners held 20,867 shares of iShares US Real Estate ETF worth $2.13M as of Q2 2026.
  • iShares US Real Estate ETF was a new Global Retirement Partners position in Q2 2026.
  • iShares US Real Estate ETF made up 0.03% of Global Retirement Partners's portfolio in Q2 2026, its #466 holding.
  • Global Retirement Partners first reported a position in iShares US Real Estate ETF in Q4 2016 and has held it in 36 quarters since.
  • Global Retirement Partners's iShares US Real Estate ETF position peaked at $2.92M in Q4 2024.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.