SS
IYR icon

Steve Schonfeld’s iShares US Real Estate ETF IYR Stock Holding History

Steve Schonfeld’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 		$373K Buy
+3,652
New +$371K ﹤0.01% 1946
2025
Q1 		– Sell
-16,733
Closed -$1.56M – 2349
2024
Q4 		$1.56M Sell
16,733
-4,035
-19% -$398K 0.01% 934
2024
Q3 		$2.12M Sell
20,768
-6,775
-25% -$653K 0.01% 855
2024
Q2 		$2.42M Buy
27,543
+20,773
+307% +$1.78M 0.02% 826
2024
Q1 		$609K Buy
6,770
+6,769
+676,900% +$598K ﹤0.01% 1410
2023
Q4 		$91 Sell
1
-13,604
-100% -$1.11M ﹤0.01% 1819
2023
Q3 		$1.06M Buy
+13,605
New +$1.16M 0.01% 999
2023
Q2 		– Sell
-5,493
Closed -$466K – 2322
2023
Q1 		$466K Sell
5,493
-97,913
-95% -$8.57M ﹤0.01% 1193
2022
Q4 		$8.71M Buy
103,406
+53,684
+108% +$4.51M 0.07% 337
2022
Q3 		$4.05M Buy
49,722
+3,545
+8% +$336K 0.03% 601
2022
Q2 		$4.25M Buy
46,177
+34,767
+305% +$3.47M 0.04% 518
2022
Q1 		$1.24M Sell
11,410
-34,480
-75% -$3.64M 0.01% 894
2021
Q4 		$5.33M Buy
+45,890
New +$5.03M 0.05% 450
2021
Q1 		– Sell
-4,425
Closed -$379K – 1964
2020
Q4 		$379K Buy
+4,425
New +$368K 0.01% 1122
2019
Q3 		– Sell
-74,234
Closed -$6.48M – 1124
2019
Q2 		$6.48M Sell
74,234
-94,000
-56% -$8.23M 0.23% 115
2019
Q1 		$14.6M Sell
168,234
-121,974
-42% -$10.1M 0.51% 37
2018
Q4 		$21.7M Buy
+290,208
New +$22.8M 0.84% 8
2018
Q3 		– Sell
-51,847
Closed -$4.18M – 914
2018
Q2 		$4.18M Buy
+51,847
New +$3.99M 0.23% 154

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

Steve Schonfeld's IYR Position: Q2 2026 in Review

Steve Schonfeld opened a new position in iShares US Real Estate ETF (IYR) in Q2 2026: 3,652 shares worth $373K. The stake represents ﹤0.01% of the portfolio and ranks #1946 among its holdings. This is a return to the name: Steve Schonfeld previously reported a position in IYR as recently as Q4 2024.

Steve Schonfeld first reported a position in IYR in Q2 2018 and has held it in 18 quarters since. The position peaked at $21.7M in Q4 2018. 485 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Steve Schonfeld held 3,652 shares of iShares US Real Estate ETF worth $373K as of Q2 2026.
  • iShares US Real Estate ETF was a new Steve Schonfeld position in Q2 2026.
  • iShares US Real Estate ETF made up ﹤0.01% of Steve Schonfeld's portfolio in Q2 2026, its #1946 holding.
  • Steve Schonfeld first reported a position in iShares US Real Estate ETF in Q2 2018 and has held it in 18 quarters since.
  • Steve Schonfeld's iShares US Real Estate ETF position peaked at $21.7M in Q4 2018.
  • 485 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.