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Synergy Investment Management’s iShares US Real Estate ETF IYR Stock Holding History

Synergy Investment 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 		$28.7K Buy
281
+1
+0.4% +$101 0.01% 463
2026
Q1 		$26.5K Buy
+280
New +$27.2K 0.01% 363
2025
Q2 		– Sell
-227
Closed -$21.7K – 337
2025
Q1 		$21.7K Sell
227
-64
-22% -$6.09K 0.01% 304
2024
Q4 		$27K Buy
+291
New +$28.7K 0.01% 293

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

Synergy Investment Management's IYR Position: Q2 2026 in Review

Synergy Investment Management increased its iShares US Real Estate ETF (IYR) stake by 0.36% in Q2 2026, buying an estimated $101 and bringing the position to 281 shares worth $28.7K. The position accounts for 0.01% of the portfolio, ranked #463.

Synergy Investment Management first reported a position in IYR in Q4 2024 and has held it in 4 quarters since. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Synergy Investment Management held 281 shares of iShares US Real Estate ETF worth $28.7K as of Q2 2026.
  • Synergy Investment Management bought 1 iShares US Real Estate ETF share in Q2 2026, an estimated $101.
  • iShares US Real Estate ETF made up 0.01% of Synergy Investment Management's portfolio in Q2 2026, its #463 holding.
  • Synergy Investment Management first reported a position in iShares US Real Estate ETF in Q4 2024 and has held it in 4 quarters since.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.