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Rehmann Capital Advisory Group’s iShares US Real Estate ETF IYR Stock Holding History

Rehmann Capital Advisory 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
Q1 		$949K Sell
10,037
-1,917
-16% -$186K 0.05% 257
2025
Q4 		$1.12M Buy
11,954
+1,806
+18% +$172K 0.06% 219
2025
Q3 		$985K Buy
10,148
+171
+2% +$16.5K 0.05% 232
2025
Q2 		$946K Sell
9,977
-18
-0.2% -$1.68K 0.06% 221
2025
Q1 		$957K Buy
9,995
+261
+3% +$24.8K 0.06% 227
2024
Q4 		$906K Sell
9,734
-41
-0.4% -$4.04K 0.06% 230
2024
Q3 		$996K Sell
9,775
-493
-5% -$47.5K 0.07% 218
2024
Q2 		$901K Buy
10,268
+285
+3% +$24.4K 0.06% 220
2024
Q1 		$898K Sell
9,983
-71
-0.7% -$6.28K 0.07% 218
2023
Q4 		$919K Sell
10,054
-121
-1% -$9.91K 0.08% 204
2023
Q3 		$795K Sell
10,175
-1,251
-11% -$107K 0.07% 207
2023
Q2 		$989K Sell
11,426
-160
-1% -$13.4K 0.09% 190
2023
Q1 		$984K Sell
11,586
-71
-0.6% -$6.21K 0.09% 189
2022
Q4 		$981K Buy
11,657
+72
+0.6% +$6.05K 0.1% 177
2022
Q3 		$943K Sell
11,585
-1,847
-14% -$175K 0.1% 170
2022
Q2 		$1.24M Sell
13,432
-375
-3% -$37.4K 0.14% 137
2022
Q1 		$1.49M Buy
13,807
+262
+2% +$27.7K 0.14% 129
2021
Q4 		$1.57M Buy
13,545
+594
+5% +$65.1K 0.15% 126
2021
Q3 		$1.33M Sell
12,951
-3,562
-22% -$379K 0.13% 140
2021
Q2 		$1.68M Sell
16,513
-487
-3% -$48.3K 0.16% 102
2021
Q1 		$1.56M Sell
17,000
-608
-3% -$53.4K 0.16% 103
2020
Q4 		$1.51M Buy
17,608
+37
+0.2% +$3.08K 0.17% 100
2020
Q3 		$1.4M Sell
17,571
-18
-0.1% -$1.45K 0.18% 103
2020
Q2 		$1.39M Sell
17,589
-1,422
-7% -$108K 0.19% 98
2020
Q1 		$1.32M Buy
+19,011
New +$1.68M 0.22% 87
2019
Q3 		– Sell
-19,695
Closed -$1.72M – 1933
2019
Q2 		$1.72M Buy
19,695
+1,075
+6% +$94.1K 0.21% 80
2019
Q1 		$1.62M Buy
+18,620
New +$1.54M 0.22% 75
2018
Q4 		– Sell
-18,422
Closed -$1.47M – 2004
2018
Q3 		$1.47M Buy
18,422
+405
+2% +$33K 0.2% 87
2018
Q2 		$1.45M Sell
18,017
-574
-3% -$44.2K 0.21% 85
2018
Q1 		$1.4M Sell
18,591
-125
-0.7% -$9.48K 0.22% 88
2017
Q4 		$1.52M Sell
18,716
-459
-2% -$37.3K 0.26% 79
2017
Q3 		$1.53M Buy
19,175
+445
+2% +$35.7K 0.28% 74
2017
Q2 		$1.49M Sell
18,730
-1,335
-7% -$106K 0.29% 72
2017
Q1 		$1.57M Buy
20,065
+2,434
+14% +$190K 0.26% 79
2016
Q4 		$1.36M Buy
17,631
+440
+3% +$33.4K 0.25% 82
2016
Q3 		$1.39M Buy
17,191
+395
+2% +$32.7K 0.27% 76
2016
Q2 		$1.38M Buy
16,796
+1,590
+10% +$125K 0.26% 82
2016
Q1 		$1.18M Buy
15,206
+113
+0.7% +$8.2K 0.23% 92
2015
Q4 		$1.13M Sell
15,093
-2,173
-13% -$162K 0.24% 83
2015
Q3 		$1.23M Buy
17,266
+374
+2% +$27.2K 0.28% 75
2015
Q2 		$1.2M Sell
16,892
-1,054
-6% -$79.9K 0.27% 77
2015
Q1 		$1.42M Buy
17,946
+3,190
+22% +$255K 0.32% 65
2014
Q4 		$1.13M Sell
14,756
-528
-3% -$39.5K 0.26% 79
2014
Q3 		$1.06M Buy
15,284
+1,941
+15% +$141K 0.25% 81
2014
Q2 		$958K Buy
13,343
+414
+3% +$29.2K 0.23% 81
2014
Q1 		$875K Buy
12,929
+423
+3% +$28.1K 0.24% 79
2013
Q4 		$789K Buy
12,506
+52
+0.4% +$3.35K 0.24% 81
2013
Q3 		$794K Sell
12,454
-1,185
-9% -$77.4K 0.26% 76
2013
Q2 		$906K Buy
+13,639
New +$964K 0.31% 65

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 $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
IMPI
Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Rehmann Capital Advisory Group's IYR Position: Q1 2026 in Review

Rehmann Capital Advisory Group reduced its iShares US Real Estate ETF (IYR) stake by 16% in Q1 2026, selling an estimated $186K and leaving 10,037 shares worth $949K. The position accounts for 0.05% of the portfolio, ranked #257.

Rehmann Capital Advisory Group first reported a position in IYR in Q2 2013 and has held it in 49 quarters since. The position peaked at $1.72M in Q2 2019. 458 funds tracked by Wall St. Rank hold IYR as of Q1 2026.

  • Rehmann Capital Advisory Group held 10,037 shares of iShares US Real Estate ETF worth $949K as of Q1 2026.
  • Rehmann Capital Advisory Group sold 1,917 iShares US Real Estate ETF shares in Q1 2026, an estimated $186K.
  • iShares US Real Estate ETF made up 0.05% of Rehmann Capital Advisory Group's portfolio in Q1 2026, its #257 holding.
  • Rehmann Capital Advisory Group first reported a position in iShares US Real Estate ETF in Q2 2013 and has held it in 49 quarters since.
  • Rehmann Capital Advisory Group's iShares US Real Estate ETF position peaked at $1.72M in Q2 2019.
  • 458 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.