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&Partners’s iShares US Real Estate ETF IYR Stock Holding History

&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 		$485K Buy
4,746
+120
+3% +$12.2K ﹤0.01% 1841
2026
Q1 		$437K Buy
4,626
+72
+2% +$6.99K ﹤0.01% 1770
2025
Q4 		$428K Sell
4,554
-612
-12% -$58.3K ﹤0.01% 1715
2025
Q3 		$501K Buy
5,166
+742
+17% +$71.4K ﹤0.01% 1434
2025
Q2 		$419K Buy
4,424
+2,102
+91% +$196K ﹤0.01% 1440
2025
Q1 		$220K Buy
+2,322
New +$221K ﹤0.01% 1582

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

&Partners's IYR Position: Q2 2026 in Review

&Partners increased its iShares US Real Estate ETF (IYR) stake by 2.6% in Q2 2026, buying an estimated $12.2K and bringing the position to 4,746 shares worth $485K. The position accounts for ﹤0.01% of the portfolio, ranked #1841.

&Partners first reported a position in IYR in Q1 2025 and has held it in 6 quarters since. The position peaked at $501K in Q3 2025. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • &Partners held 4,746 shares of iShares US Real Estate ETF worth $485K as of Q2 2026.
  • &Partners bought 120 iShares US Real Estate ETF shares in Q2 2026, an estimated $12.2K.
  • iShares US Real Estate ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1841 holding.
  • &Partners first reported a position in iShares US Real Estate ETF in Q1 2025 and has held it in 6 quarters since.
  • &Partners's iShares US Real Estate ETF position peaked at $501K in Q3 2025.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.