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 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

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

NorthRock Partners's IYR Position: Q2 2026 in Review

NorthRock Partners reduced its iShares US Real Estate ETF (IYR) stake by 2.2% in Q2 2026, selling an estimated $36.7K and leaving 15,738 shares worth $1.61M. The position accounts for 0.02% of the portfolio, ranked #242.

NorthRock Partners first reported a position in IYR in Q4 2023 and has held it in 8 quarters since. 487 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

NorthRock Partners held 15,738 shares of iShares US Real Estate ETF worth $1.61M as of Q2 2026.
NorthRock Partners sold 362 iShares US Real Estate ETF shares in Q2 2026, an estimated $36.7K.
iShares US Real Estate ETF made up 0.02% of NorthRock Partners's portfolio in Q2 2026, its #242 holding.
NorthRock Partners first reported a position in iShares US Real Estate ETF in Q4 2023 and has held it in 8 quarters since.
487 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on NorthRock Partners's 13F filing for Q2 2026, filed 11 Aug 2026.