Mather Group’s iShares US Real Estate ETF IYR Stock Holding History

Mather Group’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	$10K	Hold	98	–	–	﹤0.01%	1497
2026 Q1	$9.27K	Buy	+98	New	+$9.52K	﹤0.01%	1470
2025 Q4	–	Sell	-98	Closed	-$9.51K	–	1157
2025 Q3	$9.51K	Buy	+98	New	+$9.43K	﹤0.01%	1282
2025 Q2	–	Sell	-98	Closed	-$9.38K	–	1178
2025 Q1	$9.38K	Hold	98	–	–	﹤0.01%	1266
2024 Q4	$9.12K	Sell	98 -54	-36%	-$5.32K	﹤0.01%	1267
2024 Q3	$15.5K	Sell	152 -530	-78%	-$51K	﹤0.01%	1108
2024 Q2	$61.3K	Buy	682 +530	+349%	+$45.5K	﹤0.01%	945
2024 Q1	$13.9K	Buy	+152	New	+$13.4K	﹤0.01%	1131
2020 Q2	–	Sell	-3,506	Closed	-$244K	–	217
2020 Q1	$244K	Buy	+3,506	New	+$310K	0.02%	122

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

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

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

Mather Group's IYR Position: Q2 2026 in Review

Mather Group held its iShares US Real Estate ETF (IYR) position steady in Q2 2026 at 98 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #1497.

Mather Group first reported a position in IYR in Q1 2020 and has held it in 9 quarters since. The position peaked at $244K in Q1 2020. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

Mather Group held 98 shares of iShares US Real Estate ETF worth $10K as of Q2 2026.
Mather Group left its iShares US Real Estate ETF share count unchanged in Q2 2026.
iShares US Real Estate ETF made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1497 holding.
Mather Group first reported a position in iShares US Real Estate ETF in Q1 2020 and has held it in 9 quarters since.
Mather Group's iShares US Real Estate ETF position peaked at $244K in Q1 2020.
486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.