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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
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 $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