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NewEdge Advisors’s iShares US Real Estate ETF IYR Stock Holding History

NewEdge Advisors’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 		$541K Buy
5,291
+2,084
+65% +$211K ﹤0.01% 2087
2026
Q1 		$303K Sell
3,207
-289
-8% -$28.1K ﹤0.01% 2329
2025
Q4 		$328K Sell
3,496
-508
-13% -$48.4K ﹤0.01% 2256
2025
Q3 		$389K Buy
4,004
+3,208
+403% +$309K ﹤0.01% 1995
2025
Q2 		$75.4K Buy
796
+3
+0.4% +$280 ﹤0.01% 2526
2025
Q1 		$75.9K Buy
793
+3
+0.4% +$285 ﹤0.01% 2394
2024
Q4 		$73.5K Sell
790
-212
-21% -$20.9K ﹤0.01% 2386
2024
Q3 		$102K Buy
1,002
+73
+8% +$7.03K ﹤0.01% 2183
2024
Q2 		$81.5K Sell
929
-255
-22% -$21.9K ﹤0.01% 2182
2024
Q1 		$106K Buy
1,184
+25
+2% +$2.21K ﹤0.01% 2047
2023
Q4 		$106K Sell
1,159
-255
-18% -$20.9K ﹤0.01% 1929
2023
Q3 		$110K Buy
1,414
+1,100
+350% +$93.8K ﹤0.01% 1798
2023
Q2 		$27.2K Sell
314
-452
-59% -$38K ﹤0.01% 2287
2023
Q1 		$65.1K Sell
766
-124
-14% -$10.8K ﹤0.01% 1896
2022
Q4 		$32.4K Sell
890
-3,629
-80% -$305K ﹤0.01% 1919
2022
Q3 		$368K Buy
+4,519
New +$428K 0.01% 1097
2022
Q1 		– Sell
-5,470
Closed -$635K – 1389
2021
Q4 		$635K Buy
+5,470
New +$599K 0.01% 957
2020
Q1 		– Sell
-15,013
Closed -$1.4M – 843
2019
Q4 		$1.4M Buy
15,013
+65
+0.4% +$6.03K 0.06% 297
2019
Q3 		$1.42M Buy
+14,948
New +$1.36M 0.06% 282

Other funds holding IYR

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
UBS Group
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

NewEdge Advisors's IYR Position: Q2 2026 in Review

NewEdge Advisors increased its iShares US Real Estate ETF (IYR) stake by 65% in Q2 2026, buying an estimated $211K and bringing the position to 5,291 shares worth $541K. The position accounts for ﹤0.01% of the portfolio, ranked #2087.

NewEdge Advisors first reported a position in IYR in Q3 2019 and has held it in 19 quarters since. The position peaked at $1.42M in Q3 2019. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • NewEdge Advisors held 5,291 shares of iShares US Real Estate ETF worth $541K as of Q2 2026.
  • NewEdge Advisors bought 2,084 iShares US Real Estate ETF shares in Q2 2026, an estimated $211K.
  • iShares US Real Estate ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2087 holding.
  • NewEdge Advisors first reported a position in iShares US Real Estate ETF in Q3 2019 and has held it in 19 quarters since.
  • NewEdge Advisors's iShares US Real Estate ETF position peaked at $1.42M in Q3 2019.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.