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

Harbour 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 Q2	$148K	Buy	1,445 +112	+8%	+$11.4K	﹤0.01%	1774
2026 Q1	$126K	Buy	1,333 +633	+90%	+$61.5K	﹤0.01%	1797
2025 Q4	$65.7K	Hold	700	–	–	﹤0.01%	1837
2025 Q3	$68K	Sell	700 -60	-8%	-$5.77K	﹤0.01%	1757
2025 Q2	$72K	Buy	+760	New	+$70.9K	﹤0.01%	1645
2025 Q1	–	Sell	-12	Closed	-$1.12K	–	3610
2024 Q4	$1.12K	Sell	12 -3	-20%	-$296	﹤0.01%	3145
2024 Q3	$1.53K	Buy	+15	New	+$1.45K	﹤0.01%	3002
2023 Q2	–	Sell	-250	Closed	-$21.2K	–	3082
2023 Q1	$21.2K	Hold	250	–	–	﹤0.01%	1720
2022 Q4	$21K	Hold	250	–	–	﹤0.01%	1656
2022 Q3	$23K	Hold	250	–	–	﹤0.01%	1578
2022 Q2	$23K	Buy	+250	New	+$24.9K	﹤0.01%	1578
2021 Q4	$29K	Sell	250 -561	-69%	-$61.5K	﹤0.01%	1499
2021 Q3	$83K	Buy	811 +2	+0.2%	+$213	﹤0.01%	1487
2021 Q2	$83K	Buy	809 +3	+0.4%	+$298	﹤0.01%	1500
2021 Q1	$74K	Buy	+806	New	+$70.7K	﹤0.01%	1462

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

Harbour Investments's IYR Position: Q2 2026 in Review

Harbour Investments increased its iShares US Real Estate ETF (IYR) stake by 8.4% in Q2 2026, buying an estimated $11.4K and bringing the position to 1,445 shares worth $148K. The position accounts for ﹤0.01% of the portfolio, ranked #1774.

Harbour Investments first reported a position in IYR in Q1 2021 and has held it in 15 quarters since. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

Harbour Investments held 1,445 shares of iShares US Real Estate ETF worth $148K as of Q2 2026.
Harbour Investments bought 112 iShares US Real Estate ETF shares in Q2 2026, an estimated $11.4K.
iShares US Real Estate ETF made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #1774 holding.
Harbour Investments first reported a position in iShares US Real Estate ETF in Q1 2021 and has held it in 15 quarters since.
486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.