NBC Securities’s iShares US Real Estate ETF IYR Stock Holding History

NBC Securities’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	$470K	Sell	4,596 -152	-3%	-$15.4K	0.03%	547
2026 Q1	$449K	Buy	4,748 +2	+0%	+$194	0.03%	549
2025 Q4	$446K	Sell	4,746 -73	-2%	-$6.96K	0.03%	538
2025 Q3	$468K	Sell	4,819 -149	-3%	-$14.3K	0.04%	526
2025 Q2	$470K	Sell	4,968 -190	-4%	-$17.7K	0.04%	516
2025 Q1	$493K	Buy	5,158 +5,153	+103,060%	+$490K	0.04%	459
2024 Q4	$486	Sell	5 -5,240	-100%	-$516K	0.04%	458
2024 Q3	$534K	Buy	5,245 +95	+2%	+$9.15K	0.04%	437
2024 Q2	$451K	Sell	5,150 -338	-6%	-$29K	0.04%	473
2024 Q1	$493K	Sell	5,488 -113	-2%	-$9.99K	0.05%	444
2023 Q4	$512K	Sell	5,601 -44	-0.8%	-$3.6K	0.05%	409
2023 Q3	$441K	Buy	+5,645	New	+$481K	0.05%	420

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

NBC Securities's IYR Position: Q2 2026 in Review

NBC Securities reduced its iShares US Real Estate ETF (IYR) stake by 3.2% in Q2 2026, selling an estimated $15.4K and leaving 4,596 shares worth $470K. The position accounts for 0.03% of the portfolio, ranked #547.

NBC Securities first reported a position in IYR in Q3 2023 and has held it in 12 quarters since. The position peaked at $534K in Q3 2024. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

NBC Securities held 4,596 shares of iShares US Real Estate ETF worth $470K as of Q2 2026.
NBC Securities sold 152 iShares US Real Estate ETF shares in Q2 2026, an estimated $15.4K.
iShares US Real Estate ETF made up 0.03% of NBC Securities's portfolio in Q2 2026, its #547 holding.
NBC Securities first reported a position in iShares US Real Estate ETF in Q3 2023 and has held it in 12 quarters since.
NBC Securities's iShares US Real Estate ETF position peaked at $534K in Q3 2024.
486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.