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

Rather & Kittrell’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 		$1.52M Sell
14,901
-397
-3% -$40.3K 0.21% 36
2026
Q1 		$1.45M Buy
15,298
+61
+0.4% +$5.93K 0.22% 35
2025
Q4 		$1.43M Buy
15,237
+15
+0.1% +$1.43K 0.23% 35
2025
Q3 		$1.48M Sell
15,222
-1,485
-9% -$143K 0.26% 34
2025
Q2 		$1.58M Sell
16,707
-229
-1% -$21.4K 0.31% 31
2025
Q1 		$1.62M Sell
16,936
-234
-1% -$22.3K 0.35% 29
2024
Q4 		$1.6M Sell
17,170
-1,008
-6% -$99.3K 0.38% 26
2024
Q3 		$1.85M Buy
18,178
+429
+2% +$41.3K 0.45% 27
2024
Q2 		$1.56M Sell
17,749
-230
-1% -$19.7K 0.43% 28
2024
Q1 		$1.62M Sell
17,979
-330
-2% -$29.2K 0.48% 26
2023
Q4 		$1.67M Buy
18,309
+378
+2% +$30.9K 0.58% 26
2023
Q3 		$1.4M Sell
17,931
-8
-0% -$682 0.57% 26
2023
Q2 		$1.55M Sell
17,939
-220
-1% -$18.5K 0.65% 25
2023
Q1 		$1.54M Sell
18,159
-438
-2% -$38.3K 0.7% 26
2022
Q4 		$1.56M Sell
18,597
-419
-2% -$35.2K 0.83% 25
2022
Q3 		$1.55M Buy
19,016
+79
+0.4% +$7.48K 1.63% 14
2022
Q2 		$1.74M Sell
18,937
-352
-2% -$35.1K 1.91% 13
2022
Q1 		$2.09M Sell
19,289
-978
-5% -$103K 2.03% 12
2021
Q4 		$2.35M Buy
+20,267
New +$2.22M 2.07% 13

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

Rather & Kittrell's IYR Position: Q2 2026 in Review

Rather & Kittrell reduced its iShares US Real Estate ETF (IYR) stake by 2.6% in Q2 2026, selling an estimated $40.3K and leaving 14,901 shares worth $1.52M. The position accounts for 0.21% of the portfolio, ranked #36.

Rather & Kittrell first reported a position in IYR in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.35M in Q4 2021. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Rather & Kittrell held 14,901 shares of iShares US Real Estate ETF worth $1.52M as of Q2 2026.
  • Rather & Kittrell sold 397 iShares US Real Estate ETF shares in Q2 2026, an estimated $40.3K.
  • iShares US Real Estate ETF made up 0.21% of Rather & Kittrell's portfolio in Q2 2026, its #36 holding.
  • Rather & Kittrell first reported a position in iShares US Real Estate ETF in Q4 2021 and has held it in 19 quarters since.
  • Rather & Kittrell's iShares US Real Estate ETF position peaked at $2.35M in Q4 2021.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Rather & Kittrell's 13F filing for Q2 2026, filed 12 Aug 2026.