S
IYR icon

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

SignatureFD’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 		$14.8K Hold
145
– – ﹤0.01% 2475
2026
Q1 		$13.7K Buy
+145
New +$14.1K ﹤0.01% 2371
2024
Q3 		– Sell
-5
Closed -$439 – 3284
2024
Q2 		$439 Sell
5
-250
-98% -$21.4K ﹤0.01% 2997
2024
Q1 		$22.9K Buy
255
+5
+2% +$442 ﹤0.01% 1933
2023
Q4 		$22.9K Sell
250
-250
-50% -$20.5K ﹤0.01% 1865
2023
Q3 		$39.1K Hold
500
– – ﹤0.01% 1514
2023
Q2 		$43.3K Buy
+500
New +$42K ﹤0.01% 1512
2021
Q1 		– Sell
-224
Closed -$19K – 2784
2020
Q4 		$19K Buy
224
+7
+3% +$583 ﹤0.01% 1469
2020
Q3 		$17K Buy
+217
New +$17.5K ﹤0.01% 1446
2020
Q2 		– Sell
-156
Closed -$11K – 2580
2020
Q1 		$11K Hold
156
– – ﹤0.01% 1437
2019
Q4 		$15K Hold
156
– – ﹤0.01% 1361
2019
Q3 		$15K Hold
156
– – ﹤0.01% 1320
2019
Q2 		$14K Buy
+156
New +$13.7K ﹤0.01% 1313
2015
Q3 		– Sell
-352
Closed -$25K – 1297
2015
Q2 		$25K Sell
352
-3,495
-91% -$265K 0.01% 427
2015
Q1 		$305K Buy
3,847
+1,047
+37% +$83.8K 0.07% 101
2014
Q4 		$215K Hold
2,800
– – 0.05% 124
2014
Q3 		$194K Hold
2,800
– – 0.06% 118
2014
Q2 		$201K Buy
+2,800
New +$197K 0.07% 120
2013
Q3 		– Sell
-100
Closed -$7K – 709
2013
Q2 		$7K Buy
+100
New +$7.07K ﹤0.01% 368

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

SignatureFD's IYR Position: Q2 2026 in Review

SignatureFD held its iShares US Real Estate ETF (IYR) position steady in Q2 2026 at 145 shares worth $14.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2475.

SignatureFD first reported a position in IYR in Q2 2013 and has held it in 19 quarters since. The position peaked at $305K in Q1 2015. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • SignatureFD held 145 shares of iShares US Real Estate ETF worth $14.8K as of Q2 2026.
  • SignatureFD left its iShares US Real Estate ETF share count unchanged in Q2 2026.
  • iShares US Real Estate ETF made up ﹤0.01% of SignatureFD's portfolio in Q2 2026, its #2475 holding.
  • SignatureFD first reported a position in iShares US Real Estate ETF in Q2 2013 and has held it in 19 quarters since.
  • SignatureFD's iShares US Real Estate ETF position peaked at $305K in Q1 2015.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on SignatureFD's 13F filing for Q2 2026, filed 24 Jul 2026.