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

Platform Technology 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 		$259K Hold
2,530
– – 0.04% 295
2026
Q1 		$239K Hold
2,530
– – 0.05% 275
2025
Q4 		$238K Hold
2,530
– – 0.05% 224
2025
Q3 		$246K Hold
2,530
– – 0.06% 216
2025
Q2 		$240K Hold
2,530
– – 0.06% 220
2025
Q1 		$242K Hold
2,530
– – 0.07% 197
2024
Q4 		$235K Sell
2,530
-632
-20% -$62.3K 0.07% 194
2024
Q3 		$322K Hold
3,162
– – 0.1% 166
2024
Q2 		$277K Buy
+3,162
New +$271K 0.1% 175
2023
Q4 		$275K Hold
3,162
– – 0.11% 166
2023
Q3 		$247K Hold
3,162
– – 0.12% 160
2023
Q2 		$279K Hold
3,162
– – 0.13% 156
2023
Q1 		$268K Hold
3,162
– – 0.13% 154
2022
Q4 		$266K Hold
3,162
– – 0.14% 149
2022
Q3 		$257K Hold
3,162
– – 0.15% 148
2022
Q2 		$291K Hold
3,162
– – 0.16% 135
2022
Q1 		$342K Hold
3,162
– – 0.16% 137
2021
Q4 		$367K Sell
3,162
-2,719
-46% -$298K 0.16% 143
2021
Q3 		$602K Hold
5,881
– – 0.27% 94
2021
Q2 		$600K Buy
+5,881
New +$584K 0.25% 108
2020
Q4 		$550K Buy
6,425
+303
+5% +$25.2K 0.27% 100
2020
Q3 		$489K Buy
6,122
+235
+4% +$19K 0.3% 93
2020
Q2 		$464K Sell
5,887
-107
-2% -$8.11K 0.33% 89
2020
Q1 		$417K Buy
+5,994
New +$530K 0.38% 78

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

Platform Technology Partners's IYR Position: Q2 2026 in Review

Platform Technology Partners held its iShares US Real Estate ETF (IYR) position steady in Q2 2026 at 2,530 shares worth $259K. The position accounts for 0.04% of the portfolio, ranked #295.

Platform Technology Partners first reported a position in IYR in Q1 2020 and has held it in 24 quarters since. The position peaked at $602K in Q3 2021. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Platform Technology Partners held 2,530 shares of iShares US Real Estate ETF worth $259K as of Q2 2026.
  • Platform Technology Partners left its iShares US Real Estate ETF share count unchanged in Q2 2026.
  • iShares US Real Estate ETF made up 0.04% of Platform Technology Partners's portfolio in Q2 2026, its #295 holding.
  • Platform Technology Partners first reported a position in iShares US Real Estate ETF in Q1 2020 and has held it in 24 quarters since.
  • Platform Technology Partners's iShares US Real Estate ETF position peaked at $602K in Q3 2021.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Platform Technology Partners's 13F filing for Q2 2026, filed 24 Jul 2026.