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SlateStone Wealth’s iShares US Real Estate ETF IYR Stock Holding History

SlateStone Wealth’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
-2,240
Closed -$210K – 299
2025
Q4 		$210K Buy
+2,240
New +$213K 0.02% 285
2025
Q1 		– Sell
-3,116
Closed -$290K – 295
2024
Q4 		$290K Buy
3,116
+1,038
+50% +$102K 0.03% 249
2024
Q3 		$212K Buy
+2,078
New +$200K 0.02% 267
2023
Q2 		– Sell
-7,087
Closed -$602K – 218
2023
Q1 		$602K Sell
7,087
-1,411
-17% -$123K 0.12% 118
2022
Q4 		$715K Sell
8,498
-2,229
-21% -$187K 0.17% 96
2022
Q3 		$873K Sell
10,727
-1,828
-15% -$173K 0.23% 87
2022
Q2 		$1.16M Sell
12,555
-420
-3% -$41.9K 0.3% 67
2022
Q1 		$1.4M Sell
12,975
-9
-0.1% -$950 0.31% 64
2021
Q4 		$1.51M Buy
12,984
+1,252
+11% +$137K 0.32% 67
2021
Q3 		$1.2M Buy
11,732
+556
+5% +$59.2K 0.28% 78
2021
Q2 		$1.14M Buy
11,176
+109
+1% +$10.8K 0.26% 79
2021
Q1 		$1.02M Buy
11,067
+3,149
+40% +$276K 0.25% 82
2020
Q4 		$678K Sell
7,918
-1,445
-15% -$120K 0.17% 100
2020
Q3 		$748K Buy
+9,363
New +$756K 0.16% 111

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

SlateStone Wealth's IYR Position: Q1 2026 in Review

SlateStone Wealth sold out of iShares US Real Estate ETF (IYR) in Q1 2026, closing a stake of 2,240 shares — an estimated $210K sold.

SlateStone Wealth first reported a position in IYR in Q3 2020 and held it in 14 quarters. The position peaked at $1.51M in Q4 2021. 461 funds tracked by Wall St. Rank hold IYR as of Q1 2026.

  • SlateStone Wealth reported no remaining iShares US Real Estate ETF position as of Q1 2026 after selling out during the quarter.
  • SlateStone Wealth sold 2,240 iShares US Real Estate ETF shares in Q1 2026, an estimated $210K.
  • SlateStone Wealth first reported a position in iShares US Real Estate ETF in Q3 2020 and held it in 14 quarters.
  • SlateStone Wealth's iShares US Real Estate ETF position peaked at $1.51M in Q4 2021.
  • 461 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2026.

Based on SlateStone Wealth's 13F filing for Q1 2026, filed 14 May 2026.