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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
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 – 1179
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

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74B AUM
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
IMPI
Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return