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

NorthRock 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 Q3	$1.47M	Sell	15,451 -287	-2%	-$29.5K	0.02%	254
2026 Q2	$1.61M	Sell	15,738 -362	-2%	-$36.7K	0.02%	242
2026 Q1	$1.52M	Sell	16,100 -106	-0.7%	-$10.3K	0.02%	236
2025 Q4	$1.52M	Buy	+16,206	New	+$1.54M	0.03%	224
2025 Q2	–	Sell	-169	Closed	-$16.2K	–	817
2025 Q1	$16.2K	Buy	+169	New	+$16.1K	﹤0.01%	756
2024 Q4	–	Sell	-184	Closed	-$18.7K	–	829
2024 Q3	$18.7K	Buy	184 +6	+3%	+$578	﹤0.01%	749
2024 Q2	$15.6K	Hold	178	–	–	﹤0.01%	737
2024 Q1	$16K	Sell	178 -323	-64%	-$28.6K	﹤0.01%	721
2023 Q4	$45.8K	Buy	+501	New	+$41K	﹤0.01%	624

Other funds holding IYR

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

CIBC Bancorp USA Chicago, Illinois $79.9B AUM

Ilmarinen Mutual Pension Insurance Helsinki, Finland $15.6B AUM 23.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

SBI Okasan Asset Management Tokyo, Japan $3.18B AUM 5.76% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

NorthRock Partners's IYR Position: Q3 2026 in Review

NorthRock Partners reduced its iShares US Real Estate ETF (IYR) stake by 1.8% in Q3 2026, selling an estimated $29.5K and leaving 15,451 shares worth $1.47M. The position accounts for 0.02% of the portfolio, ranked #254.

NorthRock Partners first reported a position in IYR in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.61M in Q2 2026. 406 funds tracked by Wall St. Rank hold IYR as of Q3 2026.

NorthRock Partners held 15,451 shares of iShares US Real Estate ETF worth $1.47M as of Q3 2026.
NorthRock Partners sold 287 iShares US Real Estate ETF shares in Q3 2026, an estimated $29.5K.
iShares US Real Estate ETF made up 0.02% of NorthRock Partners's portfolio in Q3 2026, its #254 holding.
NorthRock Partners first reported a position in iShares US Real Estate ETF in Q4 2023 and has held it in 9 quarters since.
NorthRock Partners's iShares US Real Estate ETF position peaked at $1.61M in Q2 2026.
406 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2026.

Based on NorthRock Partners's 13F filing for Q3 2026, filed 13 Nov 2026.