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Rodgers & Associates’s iShares US Real Estate ETF IYR Stock Holding History

Rodgers & Associates’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 		$4.02M Sell
39,276
-1,858
-5% -$189K 0.36% 37
2026
Q1 		$3.89M Buy
41,134
+1,139
+3% +$111K 0.4% 37
2025
Q4 		$3.76M Buy
39,995
+363
+0.9% +$34.6K 0.38% 37
2025
Q3 		$3.85M Buy
39,632
+1,141
+3% +$110K 0.4% 36
2025
Q2 		$3.65M Buy
38,491
+263
+0.7% +$24.5K 0.4% 36
2025
Q1 		$3.66M Buy
38,228
+1,422
+4% +$135K 0.45% 35
2024
Q4 		$3.43M Buy
36,806
+3,249
+10% +$320K 0.41% 36
2024
Q3 		$3.42M Sell
33,557
-5,487
-14% -$528K 0.41% 37
2024
Q2 		$3.43M Buy
39,044
+314
+0.8% +$26.9K 0.44% 36
2024
Q1 		$3.48M Sell
38,730
-616
-2% -$54.5K 0.45% 36
2023
Q4 		$3.6M Buy
39,346
+1,864
+5% +$153K 0.49% 36
2023
Q3 		$2.93M Buy
37,482
+439
+1% +$37.4K 0.44% 38
2023
Q2 		$3.21M Buy
37,043
+934
+3% +$78.5K 0.46% 38
2023
Q1 		$3.07M Buy
36,109
+2,977
+9% +$260K 0.48% 38
2022
Q4 		$2.79M Buy
33,132
+4,922
+17% +$413K 0.46% 38
2022
Q3 		$2.3M Buy
28,210
+11,461
+68% +$1.08M 0.41% 39
2022
Q2 		$1.54M Sell
16,749
-296
-2% -$29.5K 0.26% 44
2022
Q1 		$1.84M Buy
17,045
+3,083
+22% +$325K 0.28% 44
2021
Q4 		$1.62M Sell
13,962
-1,060
-7% -$116K 0.24% 45
2021
Q3 		$1.54M Sell
15,022
-553
-4% -$58.8K 0.25% 44
2021
Q2 		$1.59M Sell
15,575
-187
-1% -$18.6K 0.26% 44
2021
Q1 		$1.45M Buy
15,762
+1,206
+8% +$106K 0.25% 44
2020
Q4 		$1.25M Buy
+14,556
New +$1.21M 0.23% 45

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

Rodgers & Associates's IYR Position: Q2 2026 in Review

Rodgers & Associates reduced its iShares US Real Estate ETF (IYR) stake by 4.5% in Q2 2026, selling an estimated $189K and leaving 39,276 shares worth $4.02M. The position accounts for 0.36% of the portfolio, ranked #37.

Rodgers & Associates first reported a position in IYR in Q4 2020 and has held it in 23 quarters since. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Rodgers & Associates held 39,276 shares of iShares US Real Estate ETF worth $4.02M as of Q2 2026.
  • Rodgers & Associates sold 1,858 iShares US Real Estate ETF shares in Q2 2026, an estimated $189K.
  • iShares US Real Estate ETF made up 0.36% of Rodgers & Associates's portfolio in Q2 2026, its #37 holding.
  • Rodgers & Associates first reported a position in iShares US Real Estate ETF in Q4 2020 and has held it in 23 quarters since.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Rodgers & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.