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Private Trust Company’s iShares US Real Estate ETF IYR Stock Holding History

Private Trust Company’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 		$43.3K Sell
423
-9
-2% -$913 ﹤0.01% 1442
2026
Q1 		$40K Buy
432
+7
+2% +$680 ﹤0.01% 1393
2025
Q4 		$39.9K Hold
425
– – ﹤0.01% 1371
2025
Q3 		$41.3K Sell
425
-390
-48% -$37.5K ﹤0.01% 1356
2025
Q2 		$77.2K Sell
815
-2,178
-73% -$203K 0.01% 1042
2025
Q1 		$287K Sell
2,993
-16
-0.5% -$1.52K 0.03% 575
2024
Q4 		$280K Sell
3,009
-135
-4% -$13.3K 0.03% 572
2024
Q3 		$320K Buy
3,144
+2,308
+276% +$222K 0.03% 534
2024
Q2 		$73.4K Sell
836
-1,686
-67% -$145K 0.01% 984
2024
Q1 		$227K Buy
2,522
+1,692
+204% +$150K 0.02% 597
2023
Q4 		$75.9K Sell
830
-500
-38% -$40.9K 0.01% 920
2023
Q3 		$104K Hold
1,330
– – 0.01% 784
2023
Q2 		$115K Sell
1,330
-17
-1% -$1.43K 0.01% 758
2023
Q1 		$114K Sell
1,347
-38
-3% -$3.32K 0.02% 720
2022
Q4 		$117K Sell
1,385
-219
-14% -$18.4K 0.02% 679
2022
Q3 		$131K Buy
1,604
+20
+1% +$1.89K 0.02% 587
2022
Q2 		$146K Buy
+1,584
New +$158K 0.02% 568
2014
Q4 		– Sell
-3,777
Closed -$261K – 739
2014
Q3 		$261K Buy
3,777
+281
+8% +$20.4K 0.09% 247
2014
Q2 		$251K Buy
3,496
+2,996
+599% +$211K 0.08% 256
2014
Q1 		$34K Sell
500
-101
-17% -$6.7K 0.01% 592
2013
Q4 		$38K Buy
601
+101
+20% +$6.5K 0.02% 513
2013
Q3 		$32K Sell
500
-4,827
-91% -$315K 0.01% 531
2013
Q2 		$354K Buy
+5,327
New +$376K 0.16% 147

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

Private Trust Company's IYR Position: Q2 2026 in Review

Private Trust Company reduced its iShares US Real Estate ETF (IYR) stake by 2.1% in Q2 2026, selling an estimated $913 and leaving 423 shares worth $43.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1442.

Private Trust Company first reported a position in IYR in Q2 2013 and has held it in 23 quarters since. The position peaked at $354K in Q2 2013. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Private Trust Company held 423 shares of iShares US Real Estate ETF worth $43.3K as of Q2 2026.
  • Private Trust Company sold 9 iShares US Real Estate ETF shares in Q2 2026, an estimated $913.
  • iShares US Real Estate ETF made up ﹤0.01% of Private Trust Company's portfolio in Q2 2026, its #1442 holding.
  • Private Trust Company first reported a position in iShares US Real Estate ETF in Q2 2013 and has held it in 23 quarters since.
  • Private Trust Company's iShares US Real Estate ETF position peaked at $354K in Q2 2013.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.