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NTV Asset Management’s iShares US Real Estate ETF IYR Stock Holding History

NTV Asset Management’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 		$775K Sell
7,575
-75
-1% -$7.61K 0.08% 178
2026
Q1 		$723K Sell
7,650
-1,700
-18% -$165K 0.08% 173
2025
Q4 		$878K Sell
9,350
-225
-2% -$21.4K 0.09% 154
2025
Q3 		$930K Sell
9,575
-440
-4% -$42.3K 0.1% 150
2025
Q2 		$949K Sell
10,015
-430
-4% -$40.1K 0.11% 135
2025
Q1 		$1M Hold
10,445
– – 0.13% 119
2024
Q4 		$972K Sell
10,445
-675
-6% -$66.5K 0.13% 123
2024
Q3 		$1.13M Buy
11,120
+1,000
+10% +$96.3K 0.15% 117
2024
Q2 		$888K Sell
10,120
-200
-2% -$17.2K 0.13% 125
2024
Q1 		$928K Sell
10,320
-175
-2% -$15.5K 0.14% 118
2023
Q4 		$959K Buy
10,495
+5,949
+131% +$487K 0.16% 111
2023
Q3 		$355K Sell
4,546
-650
-13% -$55.4K 0.06% 190
2023
Q2 		$450K Sell
5,196
-375
-7% -$31.5K 0.08% 169
2023
Q1 		$473K Sell
5,571
-300
-5% -$26.2K 0.09% 156
2022
Q4 		$494K Hold
5,871
– – 0.1% 148
2022
Q3 		$478K Sell
5,871
-500
-8% -$47.3K 0.1% 143
2022
Q2 		$586K Hold
6,371
– – 0.11% 134
2022
Q1 		$689K Hold
6,371
– – 0.12% 134
2021
Q4 		$740K Hold
6,371
– – 0.12% 132
2021
Q3 		$652K Sell
6,371
-1,834
-22% -$195K 0.11% 140
2021
Q2 		$836K Hold
8,205
– – 0.15% 129
2021
Q1 		$754K Buy
+8,205
New +$720K 0.14% 126
2014
Q3 		– Sell
-3,617
Closed -$259K – 196
2014
Q2 		$259K Sell
3,617
-1,100
-23% -$77.5K 0.08% 176
2014
Q1 		$319K Buy
4,717
+3
+0.1% +$199 0.1% 153
2013
Q4 		$297K Buy
4,714
+2
+0% +$129 0.1% 157
2013
Q3 		$300K Buy
4,712
+5
+0.1% +$327 0.11% 161
2013
Q2 		$312K Buy
+4,707
New +$333K 0.11% 155

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

NTV Asset Management's IYR Position: Q2 2026 in Review

NTV Asset Management reduced its iShares US Real Estate ETF (IYR) stake by 0.98% in Q2 2026, selling an estimated $7.61K and leaving 7,575 shares worth $775K. The position accounts for 0.08% of the portfolio, ranked #178.

NTV Asset Management first reported a position in IYR in Q2 2013 and has held it in 27 quarters since. The position peaked at $1.13M in Q3 2024. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • NTV Asset Management held 7,575 shares of iShares US Real Estate ETF worth $775K as of Q2 2026.
  • NTV Asset Management sold 75 iShares US Real Estate ETF shares in Q2 2026, an estimated $7.61K.
  • iShares US Real Estate ETF made up 0.08% of NTV Asset Management's portfolio in Q2 2026, its #178 holding.
  • NTV Asset Management first reported a position in iShares US Real Estate ETF in Q2 2013 and has held it in 27 quarters since.
  • NTV Asset Management's iShares US Real Estate ETF position peaked at $1.13M in Q3 2024.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on NTV Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.