GLOBALT Investments’s iShares US Real Estate ETF IYR Stock Holding History

GLOBALT Investments’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	$780K	Sell	8,245 -117	-1%	-$11.4K	0.03%	155
2025 Q4	$785K	Sell	8,362 -174	-2%	-$16.6K	0.03%	148
2025 Q3	$829K	Sell	8,536 -473	-5%	-$45.5K	0.03%	148
2025 Q2	$854K	Sell	9,009 -1,037	-10%	-$96.8K	0.03%	155
2025 Q1	$962K	Sell	10,046 -1,060	-10%	-$101K	0.04%	143
2024 Q4	$1.03M	Sell	11,106 -338	-3%	-$33.3K	0.04%	144
2024 Q3	$1.17M	Sell	11,444 -298	-3%	-$28.7K	0.04%	140
2024 Q2	$1.03M	Sell	11,742 -1,262	-10%	-$108K	0.04%	142
2024 Q1	$1.17M	Sell	13,004 -757	-6%	-$66.9K	0.05%	139
2023 Q4	$1.26M	Buy	+13,761	New	+$1.13M	0.05%	136

Other funds holding IYR

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIBC Bancorp USA Chicago, Illinois $74B AUM

BNP Paribas Financial Markets

BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return