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Reflection Asset Management’s iShares US Real Estate ETF IYR Stock Holding History

Reflection Asset Management’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
Q1 		– Sell
-7
Closed -$655 – 301
2025
Q4 		$655 Buy
+7
New +$667 ﹤0.01% 494

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
IMPI
Ilmarinen Mutual Pension Insurance Helsinki, Finland $14.8B AUM 26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Reflection Asset Management's IYR Position: Q1 2026 in Review

Reflection Asset Management sold out of iShares US Real Estate ETF (IYR) in Q1 2026, closing a stake of 7 shares — an estimated $655 sold.

Reflection Asset Management first reported a position in IYR in Q4 2025 and held it in 1 quarter. The position peaked at $655 in Q4 2025. 461 funds tracked by Wall St. Rank hold IYR as of Q1 2026.

  • Reflection Asset Management reported no remaining iShares US Real Estate ETF position as of Q1 2026 after selling out during the quarter.
  • Reflection Asset Management sold 7 iShares US Real Estate ETF shares in Q1 2026, an estimated $655.
  • Reflection Asset Management first reported a position in iShares US Real Estate ETF in Q4 2025 and held it in 1 quarter.
  • Reflection Asset Management's iShares US Real Estate ETF position peaked at $655 in Q4 2025.
  • 461 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2026.

Based on Reflection Asset Management's 13F filing for Q1 2026, filed 26 Aug 2026.