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Granite FO LLC’s iShares US Real Estate ETF IYR Stock Holding History

Granite FO LLC’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 		$30.7K Hold
300
– – 0.02% 83
2026
Q1 		$28.4K Hold
300
– – 0.02% 84
2025
Q4 		$28.2K Hold
300
– – 0.02% 91
2025
Q3 		$29.1K Hold
300
– – 0.02% 97
2025
Q2 		$28.4K Hold
300
– – 0.02% 97
2025
Q1 		$28.7K Hold
300
– – 0.02% 95
2024
Q4 		$27.9K Hold
300
– – 0.02% 99
2024
Q3 		$30.6K Buy
+300
New +$28.9K 0.02% 94
2024
Q2 		– Sell
-300
Closed -$29.7K – 129
2024
Q1 		$29.7K Hold
300
– – 0.02% 100
2023
Q4 		$27.4K Hold
300
– – 0.02% 114
2023
Q3 		$23.4K Hold
300
– – 0.02% 123
2023
Q2 		$26K Hold
300
– – 0.02% 128
2023
Q1 		$25.7K Hold
300
– – 0.02% 175
2022
Q4 		$26.8K Buy
+300
New +$25.2K 0.02% 110

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

Granite FO LLC's IYR Position: Q2 2026 in Review

Granite FO LLC held its iShares US Real Estate ETF (IYR) position steady in Q2 2026 at 300 shares worth $30.7K. The position accounts for 0.02% of the portfolio, ranked #83.

Granite FO LLC first reported a position in IYR in Q4 2022 and has held it in 14 quarters since. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Granite FO LLC held 300 shares of iShares US Real Estate ETF worth $30.7K as of Q2 2026.
  • Granite FO LLC left its iShares US Real Estate ETF share count unchanged in Q2 2026.
  • iShares US Real Estate ETF made up 0.02% of Granite FO LLC's portfolio in Q2 2026, its #83 holding.
  • Granite FO LLC first reported a position in iShares US Real Estate ETF in Q4 2022 and has held it in 14 quarters since.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Granite FO LLC's 13F filing for Q2 2026, filed 15 Jul 2026.