Smith Shellnut Wilson’s iShares US Real Estate ETF IYR Stock Holding History

Smith Shellnut Wilson’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	$287K	Hold	2,810	–	–	0.11%	126
2026 Q1	$266K	Hold	2,810	–	–	0.12%	122
2025 Q4	$264K	Hold	2,810	–	–	0.1%	123
2025 Q3	$273K	Sell	2,810 -153	-5%	-$14.7K	0.1%	114
2025 Q2	$281K	Hold	2,963	–	–	0.12%	111
2025 Q1	$284K	Hold	2,963	–	–	0.13%	111
2024 Q4	$276K	Buy	+2,963	New	+$292K	0.12%	116

Other funds holding IYR

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

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

Smith Shellnut Wilson's IYR Position: Q2 2026 in Review

Smith Shellnut Wilson held its iShares US Real Estate ETF (IYR) position steady in Q2 2026 at 2,810 shares worth $287K. The position accounts for 0.11% of the portfolio, ranked #126.

Smith Shellnut Wilson first reported a position in IYR in Q4 2024 and has held it in 7 quarters since. 487 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

Smith Shellnut Wilson held 2,810 shares of iShares US Real Estate ETF worth $287K as of Q2 2026.
Smith Shellnut Wilson left its iShares US Real Estate ETF share count unchanged in Q2 2026.
iShares US Real Estate ETF made up 0.11% of Smith Shellnut Wilson's portfolio in Q2 2026, its #126 holding.
Smith Shellnut Wilson first reported a position in iShares US Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
487 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Smith Shellnut Wilson's 13F filing for Q2 2026, filed 3 Aug 2026.