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Rathbones Group’s iShares US Real Estate ETF IYR Stock Holding History

Rathbones Group’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 		$327K Sell
3,201
-230
-7% -$23.3K ﹤0.01% 532
2026
Q1 		$324K Hold
3,431
– – ﹤0.01% 516
2025
Q4 		$322K Sell
3,431
-507
-13% -$48.3K ﹤0.01% 510
2025
Q3 		$382K Sell
3,938
-600
-13% -$57.7K ﹤0.01% 479
2025
Q2 		$430K Sell
4,538
-70
-2% -$6.53K ﹤0.01% 449
2025
Q1 		$441K Sell
4,608
-32
-0.7% -$3.04K ﹤0.01% 423
2024
Q4 		$432K Sell
4,640
-81
-2% -$7.98K ﹤0.01% 430
2024
Q3 		$481K Hold
4,721
– – ﹤0.01% 421
2024
Q2 		$414K Sell
4,721
-710
-13% -$60.9K ﹤0.01% 446
2024
Q1 		$488K Sell
5,431
-200
-4% -$17.7K ﹤0.01% 412
2023
Q4 		$515K Hold
5,631
– – ﹤0.01% 397
2023
Q3 		$440K Buy
+5,631
New +$480K ﹤0.01% 416

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

Rathbones Group's IYR Position: Q2 2026 in Review

Rathbones Group reduced its iShares US Real Estate ETF (IYR) stake by 6.7% in Q2 2026, selling an estimated $23.3K and leaving 3,201 shares worth $327K. The position accounts for ﹤0.01% of the portfolio, ranked #532.

Rathbones Group first reported a position in IYR in Q3 2023 and has held it in 12 quarters since. The position peaked at $515K in Q4 2023. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Rathbones Group held 3,201 shares of iShares US Real Estate ETF worth $327K as of Q2 2026.
  • Rathbones Group sold 230 iShares US Real Estate ETF shares in Q2 2026, an estimated $23.3K.
  • iShares US Real Estate ETF made up ﹤0.01% of Rathbones Group's portfolio in Q2 2026, its #532 holding.
  • Rathbones Group first reported a position in iShares US Real Estate ETF in Q3 2023 and has held it in 12 quarters since.
  • Rathbones Group's iShares US Real Estate ETF position peaked at $515K in Q4 2023.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Rathbones Group's 13F filing for Q2 2026, filed 23 Jul 2026.