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IYR icon

Rebalance’s iShares US Real Estate ETF IYR Stock Holding History

Rebalance’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 		$4.05M Sell
39,584
-6,351
-14% -$644K 0.21% 35
2026
Q1 		$4.34M Buy
45,935
+497
+1% +$48.3K 0.25% 33
2025
Q4 		$4.27M Sell
45,438
-1,815
-4% -$173K 0.25% 33
2025
Q3 		$4.59M Buy
47,253
+563
+1% +$54.2K 0.28% 32
2025
Q2 		$4.42M Sell
46,690
-12,653
-21% -$1.18M 0.3% 26
2025
Q1 		$5.68M Sell
59,343
-4,310
-7% -$410K 0.42% 23
2024
Q4 		$5.92M Sell
63,653
-4,736
-7% -$467K 0.44% 23
2024
Q3 		$6.97M Buy
68,389
+4,934
+8% +$475K 0.51% 22
2024
Q2 		$5.57M Buy
63,455
+2,241
+4% +$192K 0.45% 24
2024
Q1 		$5.5M Sell
61,214
-744
-1% -$65.8K 0.45% 27
2023
Q4 		$5.66M Buy
61,958
+25,213
+69% +$2.06M 0.49% 21
2023
Q3 		$2.87M Buy
36,745
+1,139
+3% +$97.1K 0.28% 29
2023
Q2 		$3.08M Buy
35,606
+11,058
+45% +$929K 0.29% 29
2023
Q1 		$2.08M Sell
24,548
-958
-4% -$83.8K 0.21% 40
2022
Q4 		$2.15M Buy
+25,506
New +$2.14M 0.22% 40

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

Rebalance's IYR Position: Q2 2026 in Review

Rebalance reduced its iShares US Real Estate ETF (IYR) stake by 14% in Q2 2026, selling an estimated $644K and leaving 39,584 shares worth $4.05M. The position accounts for 0.21% of the portfolio, ranked #35.

Rebalance first reported a position in IYR in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.97M in Q3 2024. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Rebalance held 39,584 shares of iShares US Real Estate ETF worth $4.05M as of Q2 2026.
  • Rebalance sold 6,351 iShares US Real Estate ETF shares in Q2 2026, an estimated $644K.
  • iShares US Real Estate ETF made up 0.21% of Rebalance's portfolio in Q2 2026, its #35 holding.
  • Rebalance first reported a position in iShares US Real Estate ETF in Q4 2022 and has held it in 15 quarters since.
  • Rebalance's iShares US Real Estate ETF position peaked at $6.97M in Q3 2024.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Rebalance's 13F filing for Q2 2026, filed 16 Jul 2026.