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Smartleaf Asset Management’s iShares US Real Estate ETF IYR Stock Holding History

Smartleaf Asset Management’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 		$36.8K Hold
353
– – ﹤0.01% 1684
2026
Q1 		$32.9K Buy
353
+276
+358% +$26.8K ﹤0.01% 1697
2025
Q4 		$7.36K Hold
77
– – ﹤0.01% 2529
2025
Q3 		$7.5K Hold
77
– – ﹤0.01% 2223
2025
Q2 		$7.31K Hold
77
– – ﹤0.01% 1930
2025
Q1 		$7.36K Hold
77
– – ﹤0.01% 2048
2024
Q4 		$7.17K Hold
77
– – ﹤0.01% 2120
2024
Q3 		$7.85K Hold
77
– – ﹤0.01% 1901
2024
Q2 		$6.76K Sell
77
-1,441
-95% -$124K ﹤0.01% 1640
2024
Q1 		$136K Buy
1,518
+272
+22% +$24K 0.03% 451
2023
Q4 		$115K Buy
+1,246
New +$102K 0.03% 407

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

Smartleaf Asset Management's IYR Position: Q2 2026 in Review

Smartleaf Asset Management held its iShares US Real Estate ETF (IYR) position steady in Q2 2026 at 353 shares worth $36.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1684.

Smartleaf Asset Management first reported a position in IYR in Q4 2023 and has held it in 11 quarters since. The position peaked at $136K in Q1 2024. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Smartleaf Asset Management held 353 shares of iShares US Real Estate ETF worth $36.8K as of Q2 2026.
  • Smartleaf Asset Management left its iShares US Real Estate ETF share count unchanged in Q2 2026.
  • iShares US Real Estate ETF made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #1684 holding.
  • Smartleaf Asset Management first reported a position in iShares US Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
  • Smartleaf Asset Management's iShares US Real Estate ETF position peaked at $136K in Q1 2024.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.