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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 		$20.4K Buy
+200,000
New +$20.3M ﹤0.01% 1180

Other funds holding IYR

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
UBS Group
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.