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 Q2	$409	Sell	4 -4	-50%	-$406	﹤0.01%	1361
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	–	138
2016 Q2	$2.47M	Buy	+29,945	New	+$2.35M	0.18%	48

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

Horizon Investments's IYR Position: Q2 2026 in Review

Horizon Investments reduced its iShares US Real Estate ETF (IYR) stake by 50% in Q2 2026, selling an estimated $406 and leaving 4 shares worth $409. The position accounts for ﹤0.01% of the portfolio, ranked #1361.

Horizon Investments first reported a position in IYR in Q2 2016 and has held it in 9 quarters since. The position peaked at $2.47M in Q2 2016. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

Horizon Investments held 4 shares of iShares US Real Estate ETF worth $409 as of Q2 2026.
Horizon Investments sold 4 iShares US Real Estate ETF shares in Q2 2026, an estimated $406.
iShares US Real Estate ETF made up ﹤0.01% of Horizon Investments's portfolio in Q2 2026, its #1361 holding.
Horizon Investments first reported a position in iShares US Real Estate ETF in Q2 2016 and has held it in 9 quarters since.
Horizon Investments's iShares US Real Estate ETF position peaked at $2.47M in Q2 2016.
486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

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