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L & S Advisors’s iShares US Real Estate ETF IYR Stock Holding History

L & S Advisors’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 		– Sell
-3,370
Closed -$316K – 251
2025
Q4 		$316K Buy
+3,370
New +$321K 0.03% 311
2022
Q2 		– Sell
-4,414
Closed -$478K – 270
2022
Q1 		$478K Buy
4,414
+235
+6% +$24.8K 0.06% 213
2021
Q4 		$485K Buy
4,179
+744
+22% +$81.5K 0.05% 219
2021
Q3 		$352K Buy
+3,435
New +$366K 0.04% 264
2019
Q4 		– Sell
-2,337
Closed -$219K – 323
2019
Q3 		$219K Sell
2,337
-93
-4% -$8.47K 0.03% 292
2019
Q2 		$212K Sell
2,430
-81
-3% -$7.09K 0.03% 306
2019
Q1 		$219K Buy
+2,511
New +$208K 0.03% 301
2018
Q3 		– Sell
-68,928
Closed -$5.55M – 338
2018
Q2 		$5.55M Buy
+68,928
New +$5.31M 0.93% 29
2016
Q4 		– Sell
-4,877
Closed -$393K – 176
2016
Q3 		$393K Buy
4,877
+361
+8% +$29.9K 0.11% 97
2016
Q2 		$372K Sell
4,516
-3,450
-43% -$270K 0.08% 85
2016
Q1 		$620K Buy
7,966
+3,772
+90% +$274K 0.15% 56
2015
Q4 		$315K Buy
+4,194
New +$313K 0.08% 74
2015
Q1 		– Sell
-12,119
Closed -$931K – 98
2014
Q4 		$931K Sell
12,119
-7,224
-37% -$540K 0.29% 61
2014
Q3 		$1.34M Sell
19,343
-596
-3% -$43.2K 0.66% 23
2014
Q2 		$1.43M Buy
+19,939
New +$1.4M 0.57% 49
2013
Q4 		– Sell
-6,346
Closed -$405K – 101
2013
Q3 		$405K Buy
6,346
+328
+5% +$21.4K 0.16% 70
2013
Q2 		$400K Buy
+6,018
New +$425K 0.2% 53

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
IMPI
Ilmarinen Mutual Pension Insurance Helsinki, Finland $14.8B AUM 26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

L & S Advisors's IYR Position: Q1 2026 in Review

L & S Advisors sold out of iShares US Real Estate ETF (IYR) in Q1 2026, closing a stake of 3,370 shares — an estimated $316K sold.

L & S Advisors first reported a position in IYR in Q2 2013 and held it in 17 quarters. The position peaked at $5.55M in Q2 2018. 460 funds tracked by Wall St. Rank hold IYR as of Q1 2026.

  • L & S Advisors reported no remaining iShares US Real Estate ETF position as of Q1 2026 after selling out during the quarter.
  • L & S Advisors sold 3,370 iShares US Real Estate ETF shares in Q1 2026, an estimated $316K.
  • L & S Advisors first reported a position in iShares US Real Estate ETF in Q2 2013 and held it in 17 quarters.
  • L & S Advisors's iShares US Real Estate ETF position peaked at $5.55M in Q2 2018.
  • 460 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2026.

Based on L & S Advisors's 13F filing for Q1 2026, filed 11 May 2026.