Keel Point’s iShares US Real Estate ETF IYR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.03M | Sell |
10,039
-1,771
| -15% | -$180K | 0.06% | 176 |
|
|
2026
Q1 | $1.12M | Buy |
11,810
+4,271
| +57% | +$415K | 0.07% | 152 |
|
|
2025
Q4 | $708K | Sell |
7,539
-34
| -0.4% | -$3.24K | 0.04% | 236 |
|
|
2025
Q3 | $735K | Sell |
7,573
-167
| -2% | -$16.1K | 0.05% | 229 |
|
|
2025
Q2 | $734K | Buy |
7,740
+1,193
| +18% | +$111K | 0.05% | 226 |
|
|
2025
Q1 | $627K | Buy |
6,547
+43
| +0.7% | +$4.09K | 0.05% | 205 |
|
|
2024
Q4 | $605K | Hold |
6,504
| – | – | 0.05% | 200 |
|
|
2024
Q3 | $663K | Buy |
6,504
+2
| +0% | +$193 | 0.06% | 189 |
|
|
2024
Q2 | $621K | Buy |
6,502
+45
| +0.7% | +$3.86K | 0.06% | 196 |
|
|
2024
Q1 | $580K | Sell |
6,457
-91
| -1% | -$8.05K | 0.06% | 172 |
|
|
2023
Q4 | $599K | Sell |
6,548
-3,341
| -34% | -$274K | 0.07% | 156 |
|
|
2023
Q3 | $773K | Hold |
9,889
| – | – | 0.11% | 125 |
|
|
2023
Q2 | $856K | Sell |
9,889
-14,657
| -60% | -$1.23M | 0.11% | 118 |
|
|
2023
Q1 | $2.08M | Hold |
24,546
| – | – | 0.3% | 67 |
|
|
2022
Q4 | $2.07M | Hold |
24,546
| – | – | 0.32% | 67 |
|
|
2022
Q3 | $2M | Hold |
24,546
| – | – | 0.34% | 61 |
|
|
2022
Q2 | $2.49M | Sell |
24,546
-3,604
| -13% | -$359K | 0.39% | 58 |
|
|
2022
Q1 | $3.05M | Buy |
28,150
+6,260
| +29% | +$661K | 0.46% | 55 |
|
|
2021
Q4 | $2.54M | Buy |
21,890
+1,341
| +7% | +$147K | 0.29% | 63 |
|
|
2021
Q3 | $2.1M | Sell |
20,549
-7,963
| -28% | -$847K | 0.27% | 72 |
|
|
2021
Q2 | $2.91M | Buy |
28,512
+19,450
| +215% | +$1.93M | 0.32% | 69 |
|
|
2021
Q1 | $833K | Buy |
9,062
+362
| +4% | +$31.8K | 0.08% | 130 |
|
|
2020
Q4 | $745K | Buy |
8,700
+711
| +9% | +$59.2K | 0.07% | 129 |
|
|
2020
Q3 | $638K | Buy |
7,989
+3,962
| +98% | +$320K | 0.06% | 119 |
|
|
2020
Q2 | $317K | Sell |
4,027
-14,459
| -78% | -$1.1M | 0.03% | 155 |
|
|
2020
Q1 | $1.29M | Sell |
18,486
-3,050
| -14% | -$270K | 0.17% | 65 |
|
|
2019
Q4 | $2M | Buy |
21,536
+242
| +1% | +$22.4K | 0.22% | 49 |
|
|
2019
Q3 | $1.99M | Sell |
21,294
-32,972
| -61% | -$3M | 0.24% | 46 |
|
|
2019
Q2 | $4.74M | Sell |
54,266
-46,029
| -46% | -$4.03M | 0.54% | 34 |
|
|
2019
Q1 | $8.73M | Sell |
100,295
-11,877
| -11% | -$982K | 1.01% | 20 |
|
|
2018
Q4 | $8.41M | Buy |
+112,172
| New | +$8.81M | 1.14% | 18 |
|
Other funds holding IYR
WI
CBU
IMPI
SOAM
Keel Point's IYR Position: Q2 2026 in Review
Keel Point reduced its iShares US Real Estate ETF (IYR) stake by 15% in Q2 2026, selling an estimated $180K and leaving 10,039 shares worth $1.03M. The position accounts for 0.06% of the portfolio, ranked #176.
Keel Point first reported a position in IYR in Q4 2018 and has held it in 31 quarters since. The position peaked at $8.73M in Q1 2019. 487 funds tracked by Wall St. Rank hold IYR as of Q2 2026.
- Keel Point held 10,039 shares of iShares US Real Estate ETF worth $1.03M as of Q2 2026.
- Keel Point sold 1,771 iShares US Real Estate ETF shares in Q2 2026, an estimated $180K.
- iShares US Real Estate ETF made up 0.06% of Keel Point's portfolio in Q2 2026, its #176 holding.
- Keel Point first reported a position in iShares US Real Estate ETF in Q4 2018 and has held it in 31 quarters since.
- Keel Point's iShares US Real Estate ETF position peaked at $8.73M in Q1 2019.
- 487 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.
Based on Keel Point's 13F filing for Q2 2026, filed 14 Aug 2026.