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Graetz Wealth’s iShares US Real Estate ETF IYR Stock Holding History

Graetz Wealth’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 		$231K Buy
2,264
+12
+0.5% +$1.22K 0.18% 81
2026
Q1 		$213K Buy
2,252
+6
+0.3% +$583 0.19% 76
2025
Q4 		$211K Buy
+2,246
New +$214K 0.19% 74

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

Graetz Wealth's IYR Position: Q2 2026 in Review

Graetz Wealth increased its iShares US Real Estate ETF (IYR) stake by 0.53% in Q2 2026, buying an estimated $1.22K and bringing the position to 2,264 shares worth $231K. The position accounts for 0.18% of the portfolio, ranked #81.

Graetz Wealth first reported a position in IYR in Q4 2025 and has held it in 3 quarters since. 485 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Graetz Wealth held 2,264 shares of iShares US Real Estate ETF worth $231K as of Q2 2026.
  • Graetz Wealth bought 12 iShares US Real Estate ETF shares in Q2 2026, an estimated $1.22K.
  • iShares US Real Estate ETF made up 0.18% of Graetz Wealth's portfolio in Q2 2026, its #81 holding.
  • Graetz Wealth first reported a position in iShares US Real Estate ETF in Q4 2025 and has held it in 3 quarters since.
  • 485 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Graetz Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.