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 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 $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

NorthRock Partners's IYR Position: Q1 2026 in Review

NorthRock Partners reduced its iShares US Real Estate ETF (IYR) stake by 0.65% in Q1 2026, selling an estimated $10.3K and leaving 16,100 shares worth $1.52M. The position accounts for 0.02% of the portfolio, ranked #236.

NorthRock Partners first reported a position in IYR in Q4 2023 and has held it in 7 quarters since. 458 funds tracked by Wall St. Rank hold IYR as of Q1 2026.

NorthRock Partners held 16,100 shares of iShares US Real Estate ETF worth $1.52M as of Q1 2026.
NorthRock Partners sold 106 iShares US Real Estate ETF shares in Q1 2026, an estimated $10.3K.
iShares US Real Estate ETF made up 0.02% of NorthRock Partners's portfolio in Q1 2026, its #236 holding.
NorthRock Partners first reported a position in iShares US Real Estate ETF in Q4 2023 and has held it in 7 quarters since.
458 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2026.

Based on NorthRock Partners's 13F filing for Q1 2026, filed 15 May 2026.