SL
IYR icon

Salomon & Ludwin’s iShares US Real Estate ETF IYR Stock Holding History

Salomon & Ludwin’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 		$2.31K Hold
24
– – ﹤0.01% 1916
2025
Q4 		$2.26K Hold
24
– – ﹤0.01% 1978
2025
Q3 		$2.33K Hold
24
– – ﹤0.01% 1960
2025
Q2 		$2.3K Hold
24
– – ﹤0.01% 642
2025
Q1 		$2.3K Hold
24
– – ﹤0.01% 579
2024
Q4 		$2.23K Hold
24
– – ﹤0.01% 586
2024
Q3 		$2.44K Hold
24
– – ﹤0.01% 594
2024
Q2 		$2.11K Hold
24
– – ﹤0.01% 602
2024
Q1 		$2.16K Hold
24
– – ﹤0.01% 716
2023
Q4 		$1.88K Hold
24
– – ﹤0.01% 661
2023
Q3 		$1.88K Buy
+24
New +$2.05K ﹤0.01% 659

Other funds holding IYR

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B 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 $74B AUM
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B 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 $564B 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