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

Oppenheimer 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 Q1	–	Sell	-30,696	Closed	-$2.88M	–	1141
2025 Q4	$2.88M	Buy	+30,696	New	+$2.93M	0.04%	431
2025 Q1	–	Sell	-39,653	Closed	-$3.69M	–	1166
2024 Q4	$3.69M	Buy	+39,653	New	+$3.91M	0.04%	388
2024 Q1	–	Sell	-17,393	Closed	-$1.59M	–	1139
2023 Q4	$1.59M	Buy	+17,393	New	+$1.42M	0.02%	577
2023 Q1	–	Sell	-23,357	Closed	-$1.97M	–	1161
2022 Q4	$1.97M	Buy	+23,357	New	+$1.96M	0.03%	488
2020 Q1	–	Sell	-419	Closed	-$39K	–	1573
2019 Q4	$39K	Buy	+419	New	+$38.8K	﹤0.01%	1376
2019 Q1	–	Sell	-4,318	Closed	-$324K	–	1625
2018 Q4	$324K	Buy	+4,318	New	+$339K	0.01%	877

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

IMPI

Ilmarinen Mutual Pension Insurance Helsinki, Finland $14.8B AUM 26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Oppenheimer Asset Management's IYR Position: Q1 2026 in Review

Oppenheimer Asset Management sold out of iShares US Real Estate ETF (IYR) in Q1 2026, closing a stake of 30,696 shares — an estimated $2.88M sold.

Oppenheimer Asset Management first reported a position in IYR in Q4 2018 and held it in 6 quarters. The position peaked at $3.69M in Q4 2024. 460 funds tracked by Wall St. Rank hold IYR as of Q1 2026.

Oppenheimer Asset Management reported no remaining iShares US Real Estate ETF position as of Q1 2026 after selling out during the quarter.
Oppenheimer Asset Management sold 30,696 iShares US Real Estate ETF shares in Q1 2026, an estimated $2.88M.
Oppenheimer Asset Management first reported a position in iShares US Real Estate ETF in Q4 2018 and held it in 6 quarters.
Oppenheimer Asset Management's iShares US Real Estate ETF position peaked at $3.69M in Q4 2024.
460 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2026.

Based on Oppenheimer Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.