Measured Wealth Private Client Group’s iShares US Real Estate ETF IYR Stock Holding History

Measured Wealth Private Client 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	$640K	Sell	6,260 -20,911	-77%	-$2.12M	0.15%	100
2026 Q1	$2.57M	Sell	27,171 -730	-3%	-$70.9K	0.7%	26
2025 Q4	$2.62M	Sell	27,901 -24,355	-47%	-$2.32M	0.69%	26
2025 Q3	$5.07M	Buy	52,256 +2,574	+5%	+$248K	1.37%	15
2025 Q2	$4.71M	Buy	49,682 +2,350	+5%	+$219K	1.41%	16
2025 Q1	$4.53M	Buy	47,332 +28,016	+145%	+$2.66M	1.45%	14
2024 Q4	$1.8M	Buy	19,316 +4,991	+35%	+$492K	0.58%	26
2024 Q3	$1.46M	Buy	+14,325	New	+$1.38M	0.49%	27

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

Measured Wealth Private Client Group's IYR Position: Q2 2026 in Review

Measured Wealth Private Client Group reduced its iShares US Real Estate ETF (IYR) stake by 77% in Q2 2026, selling an estimated $2.12M and leaving 6,260 shares worth $640K. The position accounts for 0.15% of the portfolio, ranked #100.

Measured Wealth Private Client Group first reported a position in IYR in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.07M in Q3 2025. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

Measured Wealth Private Client Group held 6,260 shares of iShares US Real Estate ETF worth $640K as of Q2 2026.
Measured Wealth Private Client Group sold 20,911 iShares US Real Estate ETF shares in Q2 2026, an estimated $2.12M.
iShares US Real Estate ETF made up 0.15% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #100 holding.
Measured Wealth Private Client Group first reported a position in iShares US Real Estate ETF in Q3 2024 and has held it in 8 quarters since.
Measured Wealth Private Client Group's iShares US Real Estate ETF position peaked at $5.07M in Q3 2025.
486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.