HI
IYR icon

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

Horizon 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
Q1 		$756 Buy
8
+4
+100% +$389 ﹤0.01% 1334
2025
Q4 		$376 Sell
4
-9
-69% -$858 ﹤0.01% 1276
2025
Q3 		$1.26K Buy
13
+9
+225% +$866 ﹤0.01% 1108
2025
Q2 		$379 Sell
4
-2
-33% -$187 ﹤0.01% 1087
2025
Q1 		$574 Hold
6
– – ﹤0.01% 826
2024
Q4 		$558 Hold
6
– – ﹤0.01% 840
2024
Q3 		$611 Buy
+6
New +$578 ﹤0.01% 814
2016
Q3 		– Sell
-29,945
Closed -$2.47M – 139
2016
Q2 		$2.47M Buy
+29,945
New +$2.35M 0.19% 48

Other funds holding IYR

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74B AUM
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B 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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return