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Legacy Private Trust’s iShares US Real Estate ETF IYR Stock Holding History

Legacy Private Trust’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 		$1.81M Sell
17,747
-1,009
-5% -$102K 0.1% 133
2026
Q1 		$1.77M Sell
18,756
-634
-3% -$61.6K 0.11% 125
2025
Q4 		$1.82M Buy
19,390
+678
+4% +$64.6K 0.11% 128
2025
Q3 		$1.82M Sell
18,712
-685
-4% -$65.9K 0.11% 127
2025
Q2 		$1.84M Sell
19,397
-965
-5% -$90K 0.12% 122
2025
Q1 		$1.95M Sell
20,362
-579
-3% -$55.1K 0.13% 120
2024
Q4 		$1.95M Sell
20,941
-297
-1% -$29.3K 0.13% 123
2024
Q3 		$2.16M Sell
21,238
-683
-3% -$65.8K 0.15% 114
2024
Q2 		$1.92M Sell
21,921
-126
-0.6% -$10.8K 0.14% 115
2024
Q1 		$1.98M Buy
22,047
+990
+5% +$87.5K 0.14% 117
2023
Q4 		$1.92M Sell
21,057
-12,166
-37% -$996K 0.15% 113
2023
Q3 		$2.6M Sell
33,223
-2,521
-7% -$215K 0.22% 88
2023
Q2 		$3.09M Sell
35,744
-2,332
-6% -$196K 0.26% 87
2023
Q1 		$3.23M Buy
38,076
+1,963
+5% +$172K 0.28% 88
2022
Q4 		$3.04M Buy
36,113
+22,977
+175% +$1.93M 0.27% 84
2022
Q3 		$1.07M Buy
+13,136
New +$1.24M 0.1% 128
2022
Q2 		– Sell
-23,687
Closed -$2.56M – 236
2022
Q1 		$2.56M Buy
+23,687
New +$2.5M 0.2% 96
2018
Q2 		– Sell
-5,958
Closed -$450K – 226
2018
Q1 		$450K Buy
+5,958
New +$452K 0.05% 181

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

Legacy Private Trust's IYR Position: Q2 2026 in Review

Legacy Private Trust reduced its iShares US Real Estate ETF (IYR) stake by 5.4% in Q2 2026, selling an estimated $102K and leaving 17,747 shares worth $1.81M. The position accounts for 0.1% of the portfolio, ranked #133.

Legacy Private Trust first reported a position in IYR in Q1 2018 and has held it in 18 quarters since. The position peaked at $3.23M in Q1 2023. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Legacy Private Trust held 17,747 shares of iShares US Real Estate ETF worth $1.81M as of Q2 2026.
  • Legacy Private Trust sold 1,009 iShares US Real Estate ETF shares in Q2 2026, an estimated $102K.
  • iShares US Real Estate ETF made up 0.1% of Legacy Private Trust's portfolio in Q2 2026, its #133 holding.
  • Legacy Private Trust first reported a position in iShares US Real Estate ETF in Q1 2018 and has held it in 18 quarters since.
  • Legacy Private Trust's iShares US Real Estate ETF position peaked at $3.23M in Q1 2023.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Legacy Private Trust's 13F filing for Q2 2026, filed 21 Jul 2026.