Highline Wealth Partners
IYR icon

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

Highline Wealth Partners’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
Q3 		$16.3K Hold
171
– – ﹤0.01% 500
2026
Q2 		$17.5K Buy
+171
New +$17.4K ﹤0.01% 423

Other funds holding IYR

Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Ilmarinen Mutual Pension Insurance
Ilmarinen Mutual Pension Insurance Helsinki, Finland $15.6B AUM 23.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
SBI Okasan Asset Management
SBI Okasan Asset Management Tokyo, Japan $3.18B AUM 5.76% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Highline Wealth Partners's IYR Position: Q3 2026 in Review

Highline Wealth Partners held its iShares US Real Estate ETF (IYR) position steady in Q3 2026 at 171 shares worth $16.3K. The position accounts for ﹤0.01% of the portfolio, ranked #500.

Highline Wealth Partners first reported a position in IYR in Q2 2026 and has held it in 2 quarters since. The position peaked at $17.5K in Q2 2026. 341 funds tracked by Wall St. Rank hold IYR as of Q3 2026.

  • Highline Wealth Partners held 171 shares of iShares US Real Estate ETF worth $16.3K as of Q3 2026.
  • Highline Wealth Partners left its iShares US Real Estate ETF share count unchanged in Q3 2026.
  • iShares US Real Estate ETF made up ﹤0.01% of Highline Wealth Partners's portfolio in Q3 2026, its #500 holding.
  • Highline Wealth Partners first reported a position in iShares US Real Estate ETF in Q2 2026 and has held it in 2 quarters since.
  • Highline Wealth Partners's iShares US Real Estate ETF position peaked at $17.5K in Q2 2026.
  • 341 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.