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

Graybill Wealth Management’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	$495K	Buy	5,240 +20	+0.4%	+$1.94K	0.15%	65
2025 Q4	$490K	Buy	5,220 +108	+2%	+$10.3K	0.14%	64
2025 Q3	$496K	Sell	5,112 -567	-10%	-$54.6K	0.15%	63
2025 Q2	$538K	Sell	5,679 -42	-0.7%	-$3.92K	0.18%	61
2025 Q1	$548K	Buy	+5,721	New	+$544K	0.19%	62
2024 Q3	$553K	Buy	5,427 +12	+0.2%	+$1.16K	0.2%	51
2024 Q2	$475K	Buy	5,415 +2,521	+87%	+$216K	0.19%	51
2024 Q1	$260K	Buy	2,894 +203	+8%	+$17.9K	0.11%	53
2023 Q4	$246K	Buy	+2,691	New	+$220K	0.11%	54

Other funds holding IYR

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

IMPI

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Graybill Wealth Management's IYR Position: Q1 2026 in Review

Graybill Wealth Management increased its iShares US Real Estate ETF (IYR) stake by 0.38% in Q1 2026, buying an estimated $1.94K and bringing the position to 5,240 shares worth $495K. The position accounts for 0.15% of the portfolio, ranked #65.

Graybill Wealth Management first reported a position in IYR in Q4 2023 and has held it in 9 quarters since. The position peaked at $553K in Q3 2024. 458 funds tracked by Wall St. Rank hold IYR as of Q1 2026.

Graybill Wealth Management held 5,240 shares of iShares US Real Estate ETF worth $495K as of Q1 2026.
Graybill Wealth Management bought 20 iShares US Real Estate ETF shares in Q1 2026, an estimated $1.94K.
iShares US Real Estate ETF made up 0.15% of Graybill Wealth Management's portfolio in Q1 2026, its #65 holding.
Graybill Wealth Management first reported a position in iShares US Real Estate ETF in Q4 2023 and has held it in 9 quarters since.
Graybill Wealth Management's iShares US Real Estate ETF position peaked at $553K in Q3 2024.
458 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2026.

Based on Graybill Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.