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O'Shaughnessy Asset Management’s iShares US Real Estate ETF IYR Stock Holding History

O'Shaughnessy 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 		$14.7K Sell
144
-1,374
-91% -$139K ﹤0.01% 2409
2026
Q1 		$144K Buy
1,518
+1,223
+415% +$119K ﹤0.01% 2062
2025
Q4 		$27.7K Buy
295
+81
+38% +$7.72K ﹤0.01% 2309
2025
Q3 		$20.8K Buy
214
+74
+53% +$7.12K ﹤0.01% 2279
2025
Q2 		$13.3K Hold
140
– – ﹤0.01% 2162
2025
Q1 		$13.4K Buy
140
+47
+51% +$4.47K ﹤0.01% 2098
2024
Q4 		$8.65K Buy
93
+2
+2% +$197 ﹤0.01% 2071
2024
Q3 		$9.08K Hold
91
– – ﹤0.01% 2000
2024
Q2 		$7.98K Hold
91
– – ﹤0.01% 1849
2024
Q1 		$8.14K Buy
91
+1
+1% +$88 ﹤0.01% 1777
2023
Q4 		$8.23K Sell
90
-6
-6% -$491 ﹤0.01% 1656
2023
Q3 		$7.5K Hold
96
– – ﹤0.01% 1555
2023
Q2 		$8.31K Sell
96
-120
-56% -$10.1K ﹤0.01% 1442
2023
Q1 		$18.3K Sell
216
-21
-9% -$1.84K ﹤0.01% 1393
2022
Q4 		$20K Sell
237
-58
-20% -$4.87K ﹤0.01% 1305
2022
Q3 		$24K Hold
295
– – ﹤0.01% 1261
2022
Q2 		$27K Buy
295
+105
+55% +$10.5K ﹤0.01% 1187
2022
Q1 		$21K Sell
190
-84
-31% -$8.87K ﹤0.01% 1218
2021
Q4 		$32K Buy
274
+84
+44% +$9.2K ﹤0.01% 1188
2021
Q3 		$19K Sell
190
-12
-6% -$1.28K ﹤0.01% 1957
2021
Q2 		$21K Buy
+202
New +$20.1K ﹤0.01% 1827

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

O'Shaughnessy Asset Management's IYR Position: Q2 2026 in Review

O'Shaughnessy Asset Management reduced its iShares US Real Estate ETF (IYR) stake by 91% in Q2 2026, selling an estimated $139K and leaving 144 shares worth $14.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2409.

O'Shaughnessy Asset Management first reported a position in IYR in Q2 2021 and has held it in 21 quarters since. The position peaked at $144K in Q1 2026. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • O'Shaughnessy Asset Management held 144 shares of iShares US Real Estate ETF worth $14.7K as of Q2 2026.
  • O'Shaughnessy Asset Management sold 1,374 iShares US Real Estate ETF shares in Q2 2026, an estimated $139K.
  • iShares US Real Estate ETF made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #2409 holding.
  • O'Shaughnessy Asset Management first reported a position in iShares US Real Estate ETF in Q2 2021 and has held it in 21 quarters since.
  • O'Shaughnessy Asset Management's iShares US Real Estate ETF position peaked at $144K in Q1 2026.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

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