Milestone Asset Management’s iShares US Real Estate ETF IYR Stock Holding History

Milestone Asset Management’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	$277K	Buy	2,713 +5	+0.2%	+$507	0.04%	231
2026 Q1	$256K	Buy	+2,708	New	+$263K	0.05%	211
2025 Q4	–	Sell	-2,789	Closed	-$271K	–	239
2025 Q3	$271K	Buy	+2,789	New	+$268K	0.05%	195
2025 Q2	–	Sell	-13,470	Closed	-$1.29M	–	226
2025 Q1	$1.29M	Buy	13,470 +8,802	+189%	+$837K	0.27%	76
2024 Q4	$435K	Buy	4,668 +1,637	+54%	+$161K	0.1%	171
2024 Q3	$309K	Buy	3,031 +197	+7%	+$19K	0.07%	177
2024 Q2	$249K	Buy	+2,834	New	+$243K	0.06%	174

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

Milestone Asset Management's IYR Position: Q2 2026 in Review

Milestone Asset Management increased its iShares US Real Estate ETF (IYR) stake by 0.18% in Q2 2026, buying an estimated $507 and bringing the position to 2,713 shares worth $277K. The position accounts for 0.04% of the portfolio, ranked #231.

Milestone Asset Management first reported a position in IYR in Q2 2024 and has held it in 7 quarters since. The position peaked at $1.29M in Q1 2025. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

Milestone Asset Management held 2,713 shares of iShares US Real Estate ETF worth $277K as of Q2 2026.
Milestone Asset Management bought 5 iShares US Real Estate ETF shares in Q2 2026, an estimated $507.
iShares US Real Estate ETF made up 0.04% of Milestone Asset Management's portfolio in Q2 2026, its #231 holding.
Milestone Asset Management first reported a position in iShares US Real Estate ETF in Q2 2024 and has held it in 7 quarters since.
Milestone Asset Management's iShares US Real Estate ETF position peaked at $1.29M in Q1 2025.
486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.