Leo Wealth LLC’s iShares US Real Estate ETF IYR Stock Holding History

Leo Wealth LLC’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	-4,548	Closed	-$427K	–	468
2025 Q4	$427K	Buy	+4,548	New	+$433K	0.03%	283

Other funds holding IYR

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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 Paris, France $289B AUM 60.46% 1-Year Est. Return

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 Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Leo Wealth LLC's IYR Position: Q1 2026 in Review

Leo Wealth LLC sold out of iShares US Real Estate ETF (IYR) in Q1 2026, closing a stake of 4,548 shares — an estimated $427K sold.

Leo Wealth LLC first reported a position in IYR in Q4 2025 and held it in 1 quarter. The position peaked at $427K in Q4 2025. 460 funds tracked by Wall St. Rank hold IYR as of Q1 2026.

Leo Wealth LLC reported no remaining iShares US Real Estate ETF position as of Q1 2026 after selling out during the quarter.
Leo Wealth LLC sold 4,548 iShares US Real Estate ETF shares in Q1 2026, an estimated $427K.
Leo Wealth LLC first reported a position in iShares US Real Estate ETF in Q4 2025 and held it in 1 quarter.
Leo Wealth LLC's iShares US Real Estate ETF position peaked at $427K in Q4 2025.
460 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.