Sunbelt Securities’s iShares US Real Estate ETF IYR Stock Holding History

Sunbelt Securities’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	$35.6K	Buy	376 +366	+3,660%	+$35.6K	﹤0.01%	1118
2025 Q4	$959	Hold	10	–	–	﹤0.01%	2071
2025 Q3	$982	Sell	10 -165	-94%	-$15.9K	﹤0.01%	2058
2025 Q2	$16.3K	Hold	175	–	–	﹤0.01%	1203
2025 Q1	$16.8K	Hold	175	–	–	﹤0.01%	1163
2024 Q4	$16.1K	Hold	175	–	–	﹤0.01%	1204
2024 Q3	$17.8K	Buy	+175	New	+$16.9K	﹤0.01%	1195
2023 Q3	–	Sell	-208	Closed	-$18K	–	1801
2023 Q2	$18K	Sell	208 -2	-1%	-$168	﹤0.01%	1047
2023 Q1	$17.5K	Buy	+210	New	+$18.4K	﹤0.01%	994
2015 Q3	–	Sell	-3,257	Closed	-$232K	–	123
2015 Q2	$232K	Sell	3,257 -209	-6%	-$15.8K	0.32%	80
2015 Q1	$265K	Sell	3,466 -143	-4%	-$11.4K	0.39%	58
2014 Q4	$268K	Buy	+3,609	New	+$270K	0.35%	63

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

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 Paris, France $289B AUM 60.46% 1-Year Est. Return

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 Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Sunbelt Securities's IYR Position: Q1 2026 in Review

Sunbelt Securities increased its iShares US Real Estate ETF (IYR) stake by 3,660% in Q1 2026, buying an estimated $35.6K and bringing the position to 376 shares worth $35.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1118.

Sunbelt Securities first reported a position in IYR in Q4 2014 and has held it in 12 quarters since. The position peaked at $268K in Q4 2014. 460 funds tracked by Wall St. Rank hold IYR as of Q1 2026.

Sunbelt Securities held 376 shares of iShares US Real Estate ETF worth $35.6K as of Q1 2026.
Sunbelt Securities bought 366 iShares US Real Estate ETF shares in Q1 2026, an estimated $35.6K.
iShares US Real Estate ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1118 holding.
Sunbelt Securities first reported a position in iShares US Real Estate ETF in Q4 2014 and has held it in 12 quarters since.
Sunbelt Securities's iShares US Real Estate ETF position peaked at $268K in Q4 2014.
460 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.