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

Horizons 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
Q1 		$12.2K Hold
129
– – 0.01% 141
2025
Q4 		$12.1K Hold
129
– – 0.01% 141
2025
Q3 		$12.5K Hold
129
– – 0.01% 140
2025
Q2 		$12.2K Hold
129
– – 0.01% 137
2025
Q1 		$12.4K Hold
129
– – 0.01% 135
2024
Q4 		$12K Hold
129
– – 0.01% 129
2024
Q3 		$13.1K Hold
129
– – 0.01% 127
2024
Q2 		$12K Hold
129
– – 0.01% 130
2024
Q1 		$11.8K Hold
129
– – 0.01% 129
2023
Q4 		$11.8K Hold
129
– – 0.01% 129
2023
Q3 		$10.1K Hold
129
– – 0.01% 134
2023
Q2 		$11.2K Hold
129
– – 0.01% 146
2023
Q1 		$11K Hold
129
– – 0.01% 130
2022
Q4 		$11K Hold
129
– – 0.01% 130
2022
Q3 		$11K Hold
129
– – 0.01% 121
2022
Q2 		$13K Buy
+129
New +$12.9K 0.01% 120

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 $416B 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 $74.4B AUM
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B 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 $666B 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

Horizons Wealth Management's IYR Position: Q1 2026 in Review

Horizons Wealth Management held its iShares US Real Estate ETF (IYR) position steady in Q1 2026 at 129 shares worth $12.2K. The position accounts for 0.01% of the portfolio, ranked #141.

Horizons Wealth Management first reported a position in IYR in Q2 2022 and has held it in 16 quarters since. The position peaked at $13.1K in Q3 2024. 458 funds tracked by Wall St. Rank hold IYR as of Q1 2026.

  • Horizons Wealth Management held 129 shares of iShares US Real Estate ETF worth $12.2K as of Q1 2026.
  • Horizons Wealth Management left its iShares US Real Estate ETF share count unchanged in Q1 2026.
  • iShares US Real Estate ETF made up 0.01% of Horizons Wealth Management's portfolio in Q1 2026, its #141 holding.
  • Horizons Wealth Management first reported a position in iShares US Real Estate ETF in Q2 2022 and has held it in 16 quarters since.
  • Horizons Wealth Management's iShares US Real Estate ETF position peaked at $13.1K in Q3 2024.
  • 458 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2026.

Based on Horizons Wealth Management's 13F filing for Q1 2026, filed 2 Apr 2026.