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

HighMark 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 Q2	$38.4K	Hold	375	–	–	0.01%	194
2026 Q1	$35.5K	Hold	375	–	–	0.01%	185
2025 Q4	$35.2K	Hold	375	–	–	0.01%	195
2025 Q3	$36.4K	Hold	375	–	–	0.02%	181
2025 Q2	$35.6K	Hold	375	–	–	0.02%	183
2025 Q1	$35.9K	Hold	375	–	–	0.02%	154
2024 Q4	$34.9K	Hold	375	–	–	0.02%	156
2024 Q3	$38.2K	Hold	375	–	–	0.02%	157
2024 Q2	$32.9K	Hold	375	–	–	0.02%	163
2024 Q1	$33.7K	Hold	375	–	–	0.02%	163
2023 Q4	$34.3K	Hold	375	–	–	0.03%	154
2023 Q3	$29.3K	Buy	375 +3	+0.8%	+$256	0.02%	148
2023 Q2	$32.2K	Hold	372	–	–	0.02%	146
2023 Q1	$31.6K	Hold	372	–	–	0.02%	167
2022 Q4	$31.3K	Hold	372	–	–	0.02%	134
2022 Q3	$30K	Hold	372	–	–	0.03%	128
2022 Q2	$34K	Hold	372	–	–	0.03%	120
2022 Q1	$40K	Hold	372	–	–	0.03%	120
2021 Q4	$43K	Hold	372	–	–	0.03%	126
2021 Q3	$38K	Hold	372	–	–	0.03%	135
2021 Q2	$38K	Sell	372 -356	-49%	-$35.3K	0.03%	137
2021 Q1	$67K	Hold	728	–	–	0.05%	90
2020 Q4	$62K	Hold	728	–	–	0.05%	85
2020 Q3	$58K	Hold	728	–	–	0.05%	98
2020 Q2	$57K	Hold	728	–	–	0.06%	73
2020 Q1	$50K	Hold	728	–	–	0.06%	65
2019 Q4	$67K	Buy	+728	New	+$67.5K	0.07%	67

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

HighMark Wealth Management's IYR Position: Q2 2026 in Review

HighMark Wealth Management held its iShares US Real Estate ETF (IYR) position steady in Q2 2026 at 375 shares worth $38.4K. The position accounts for 0.01% of the portfolio, ranked #194.

HighMark Wealth Management first reported a position in IYR in Q4 2019 and has held it in 27 quarters since. The position peaked at $67K in Q1 2021. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

HighMark Wealth Management held 375 shares of iShares US Real Estate ETF worth $38.4K as of Q2 2026.
HighMark Wealth Management left its iShares US Real Estate ETF share count unchanged in Q2 2026.
iShares US Real Estate ETF made up 0.01% of HighMark Wealth Management's portfolio in Q2 2026, its #194 holding.
HighMark Wealth Management first reported a position in iShares US Real Estate ETF in Q4 2019 and has held it in 27 quarters since.
HighMark Wealth Management's iShares US Real Estate ETF position peaked at $67K in Q1 2021.
486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on HighMark Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.