MYCIO Wealth Partners’s iShares US Real Estate ETF IYR Stock Holding History

MYCIO Wealth Partners’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	$24.4K	Hold	258	–	–	﹤0.01%	48
2025 Q4	$24.2K	Hold	258	–	–	0.01%	47
2025 Q3	$25K	Hold	258	–	–	0.01%	45
2025 Q2	$24.5K	Hold	258	–	–	0.01%	46
2025 Q1	$24.7K	Hold	258	–	–	0.01%	48
2024 Q4	$24K	Hold	258	–	–	0.01%	47
2024 Q3	$26.3K	Hold	258	–	–	0.01%	44
2024 Q2	$22.6K	Hold	258	–	–	0.01%	44
2024 Q1	$23.2K	Hold	258	–	–	0.01%	46
2023 Q4	$23.6K	Hold	258	–	–	0.01%	44
2023 Q3	$20.2K	Hold	258	–	–	0.01%	45
2023 Q2	$22.3K	Hold	258	–	–	0.01%	42
2023 Q1	$21.9K	Hold	258	–	–	0.01%	45
2022 Q4	$21.7K	Hold	258	–	–	0.01%	51
2022 Q3	$21K	Hold	258	–	–	0.01%	44
2022 Q2	$24K	Hold	258	–	–	0.01%	43
2022 Q1	$28K	Hold	258	–	–	0.01%	46
2021 Q4	$30K	Hold	258	–	–	0.01%	44
2021 Q3	$26K	Hold	258	–	–	0.01%	40
2021 Q2	$26K	Hold	258	–	–	0.01%	41
2021 Q1	$24K	Hold	258	–	–	0.01%	40
2020 Q4	$22K	Hold	258	–	–	0.01%	36
2020 Q3	$21K	Hold	258	–	–	0.01%	30
2020 Q2	$20K	Hold	258	–	–	0.01%	32
2020 Q1	$18K	Sell	258 -1,045	-80%	-$92.5K	0.01%	28
2019 Q4	$121K	Sell	1,303 -15	-1%	-$1.39K	0.01%	348
2019 Q3	$123K	Hold	1,318	–	–	0.01%	315
2019 Q2	$115K	Buy	+1,318	New	+$115K	0.01%	308
2018 Q4	–	Sell	-3,118	Closed	-$250K	–	298
2018 Q3	$250K	Hold	3,118	–	–	0.02%	241
2018 Q2	$251K	Hold	3,118	–	–	0.03%	235
2018 Q1	$235K	Hold	3,118	–	–	0.03%	215
2017 Q4	$253K	Hold	3,118	–	–	0.03%	212
2017 Q3	$249K	Hold	3,118	–	–	0.03%	215
2017 Q2	$249K	Hold	3,118	–	–	0.03%	195
2017 Q1	$245K	Sell	3,118 -20,851	-87%	-$1.63M	0.03%	199
2016 Q4	$1.84M	Buy	23,969 +23,196	+3,001%	+$1.76M	0.25%	45
2016 Q3	$62K	Buy	773 +273	+55%	+$22.6K	0.01%	314
2016 Q2	$41K	Hold	500	–	–	0.01%	360
2016 Q1	$39K	Sell	500 -2,733	-85%	-$198K	0.01%	349
2015 Q4	$243K	Sell	3,233 -875	-21%	-$65.3K	0.04%	130
2015 Q3	$291K	Buy	4,108 +3,608	+722%	+$263K	0.06%	112
2015 Q2	$36K	Hold	500	–	–	0.01%	338
2015 Q1	$40K	Hold	500	–	–	0.01%	314
2014 Q4	$38K	Hold	500	–	–	0.01%	301
2014 Q3	$35K	Hold	500	–	–	0.01%	288
2014 Q2	$36K	Hold	500	–	–	0.01%	304
2014 Q1	$34K	Sell	500 -59,429	-99%	-$3.94M	0.01%	301
2013 Q4	$3.78M	Buy	59,929 +58,979	+6,208%	+$3.8M	0.94%	13
2013 Q3	$61K	Hold	950	–	–	0.02%	218
2013 Q2	$63K	Buy	+950	New	+$67.1K	0.02%	211

Other funds holding IYR

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Goldman Sachs New York $871B 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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MYCIO Wealth Partners's IYR Position: Q1 2026 in Review

MYCIO Wealth Partners held its iShares US Real Estate ETF (IYR) position steady in Q1 2026 at 258 shares worth $24.4K. The position accounts for ﹤0.01% of the portfolio, ranked #48.

MYCIO Wealth Partners first reported a position in IYR in Q2 2013 and has held it in 50 quarters since. The position peaked at $3.78M in Q4 2013. 458 funds tracked by Wall St. Rank hold IYR as of Q1 2026.

MYCIO Wealth Partners held 258 shares of iShares US Real Estate ETF worth $24.4K as of Q1 2026.
MYCIO Wealth Partners left its iShares US Real Estate ETF share count unchanged in Q1 2026.
iShares US Real Estate ETF made up ﹤0.01% of MYCIO Wealth Partners's portfolio in Q1 2026, its #48 holding.
MYCIO Wealth Partners first reported a position in iShares US Real Estate ETF in Q2 2013 and has held it in 50 quarters since.
MYCIO Wealth Partners's iShares US Real Estate ETF position peaked at $3.78M in Q4 2013.
458 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2026.

Based on MYCIO Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.