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

Gray Private 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	$1.73M	Sell	16,898 -531	-3%	-$53.9K	0.75%	13
2026 Q1	$1.65M	Sell	17,429 -1,299	-7%	-$126K	0.83%	13
2025 Q4	$1.76M	Buy	18,728 +1,346	+8%	+$128K	0.86%	12
2025 Q3	$1.69M	Buy	17,382 +32	+0.2%	+$3.08K	0.85%	14
2025 Q2	$1.64M	Sell	17,350 -433	-2%	-$40.4K	0.88%	12
2025 Q1	$1.7M	Sell	17,783 -480	-3%	-$45.7K	1.02%	12
2024 Q4	$1.7M	Buy	18,263 +651	+4%	+$64.2K	1.01%	12
2024 Q3	$1.79M	Buy	17,612 +154	+0.9%	+$14.8K	1.07%	12
2024 Q2	$1.53M	Buy	17,458 +377	+2%	+$32.3K	0.98%	12
2024 Q1	$1.54M	Buy	+17,081	New	+$1.51M	1.01%	12

Other funds holding IYR

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

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

Gray Private Wealth's IYR Position: Q2 2026 in Review

Gray Private Wealth reduced its iShares US Real Estate ETF (IYR) stake by 3% in Q2 2026, selling an estimated $53.9K and leaving 16,898 shares worth $1.73M. The position accounts for 0.75% of the portfolio, ranked #13.

Gray Private Wealth first reported a position in IYR in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.79M in Q3 2024. 484 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

Gray Private Wealth held 16,898 shares of iShares US Real Estate ETF worth $1.73M as of Q2 2026.
Gray Private Wealth sold 531 iShares US Real Estate ETF shares in Q2 2026, an estimated $53.9K.
iShares US Real Estate ETF made up 0.75% of Gray Private Wealth's portfolio in Q2 2026, its #13 holding.
Gray Private Wealth first reported a position in iShares US Real Estate ETF in Q1 2024 and has held it in 10 quarters since.
Gray Private Wealth's iShares US Real Estate ETF position peaked at $1.79M in Q3 2024.
484 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Gray Private Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.