Pictet North America Advisors’s iShares US Real Estate ETF IYR Stock Holding History

Pictet North America Advisors’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	$3.83M	Hold	37,434	–	–	0.34%	57
2026 Q1	$3.54M	Hold	37,434	–	–	0.35%	58
2025 Q4	$3.51M	Hold	37,434	–	–	0.33%	61
2025 Q3	$3.63M	Hold	37,434	–	–	0.34%	60
2025 Q2	$3.55M	Hold	37,434	–	–	0.36%	58
2025 Q1	$3.58M	Hold	37,434	–	–	0.36%	63
2024 Q4	$3.48M	Hold	37,434	–	–	0.33%	64
2024 Q3	$3.81M	Hold	37,434	–	–	0.38%	59
2024 Q2	$3.28M	Hold	37,434	–	–	0.36%	64
2024 Q1	$3.37M	Hold	37,434	–	–	0.38%	57
2023 Q4	$3.42M	Hold	37,434	–	–	0.44%	51
2023 Q3	$2.93M	Hold	37,434	–	–	0.42%	54
2023 Q2	$3.24M	Buy	37,434 +6,554	+21%	+$550K	0.45%	47
2023 Q1	$2.62M	Buy	30,880 +18,492	+149%	+$1.62M	0.42%	46
2022 Q4	$1.04M	Buy	+12,388	New	+$1.04M	0.18%	68
2020 Q2	–	Sell	-24,500	Closed	-$1.7M	–	136
2020 Q1	$1.7M	Hold	24,500	–	–	0.29%	58
2019 Q4	$2.28M	Sell	24,500 -800	-3%	-$74.2K	0.28%	57
2019 Q3	$2.37M	Buy	25,300 +800	+3%	+$72.9K	0.32%	51
2019 Q2	$2.14M	Hold	24,500	–	–	0.31%	55
2019 Q1	$2.13M	Hold	24,500	–	–	0.32%	50
2018 Q4	$1.84M	Hold	24,500	–	–	0.17%	51
2018 Q3	$1.96M	Buy	+24,500	New	+$2M	0.26%	59
2016 Q1	–	Sell	-3,475	Closed	-$261K	–	93
2015 Q4	$261K	Hold	3,475	–	–	0.06%	75
2015 Q3	$247K	Hold	3,475	–	–	0.07%	75
2015 Q2	$248K	Buy	+3,475	New	+$264K	0.09%	44

Other funds holding IYR

AIA

Absolute Investment Advisers Rosemary Beach, Florida $1.03T AUM 1% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

DDFG Inc Thousand Oaks, California $504M AUM 18.61% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return

MGIA

Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Pictet North America Advisors's IYR Position: Q2 2026 in Review

Pictet North America Advisors held its iShares US Real Estate ETF (IYR) position steady in Q2 2026 at 37,434 shares worth $3.83M. The position accounts for 0.34% of the portfolio, ranked #57.

Pictet North America Advisors first reported a position in IYR in Q2 2015 and has held it in 25 quarters since. 158 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

Pictet North America Advisors held 37,434 shares of iShares US Real Estate ETF worth $3.83M as of Q2 2026.
Pictet North America Advisors left its iShares US Real Estate ETF share count unchanged in Q2 2026.
iShares US Real Estate ETF made up 0.34% of Pictet North America Advisors's portfolio in Q2 2026, its #57 holding.
Pictet North America Advisors first reported a position in iShares US Real Estate ETF in Q2 2015 and has held it in 25 quarters since.
158 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Pictet North America Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.