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Tidal Investments’s iShares US Real Estate ETF IYR Stock Holding History

Tidal Investments’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 		– Sell
-10,900
Closed -$1.03M – 2727
2026
Q1 		$1.03M Buy
10,900
+3,000
+38% +$291K ﹤0.01% 1458
2025
Q4 		$742K Buy
7,900
+4,500
+132% +$429K ﹤0.01% 1429
2025
Q3 		$330K Sell
3,400
-1,000
-23% -$96.2K ﹤0.01% 1779
2025
Q2 		$417K Hold
4,400
– – ﹤0.01% 1521
2025
Q1 		$421K Buy
4,400
+600
+16% +$57.1K ﹤0.01% 1405
2024
Q4 		$354K Buy
+3,800
New +$375K ﹤0.01% 1534
2022
Q1 		– Sell
-24,100
Closed -$2.8M – 1121
2021
Q4 		$2.8M Sell
24,100
-6,690
-22% -$733K 0.09% 180
2021
Q3 		$3.15M Sell
30,790
-260
-0.8% -$27.7K 0.12% 121
2021
Q2 		$3.17M Buy
31,050
+4,960
+19% +$492K 0.12% 113
2021
Q1 		$2.4M Buy
+26,090
New +$2.29M 0.11% 96
2019
Q4 		– Sell
-35,140
Closed -$3.29M – 211
2019
Q3 		$3.29M Buy
+35,140
New +$3.2M 1.48% 18

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

Tidal Investments's IYR Position: Q2 2026 in Review

Tidal Investments sold out of iShares US Real Estate ETF (IYR) in Q2 2026, closing a stake of 10,900 shares — an estimated $1.03M sold.

Tidal Investments first reported a position in IYR in Q3 2019 and held it in 11 quarters. The position peaked at $3.29M in Q3 2019. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Tidal Investments reported no remaining iShares US Real Estate ETF position as of Q2 2026 after selling out during the quarter.
  • Tidal Investments sold 10,900 iShares US Real Estate ETF shares in Q2 2026, an estimated $1.03M.
  • Tidal Investments first reported a position in iShares US Real Estate ETF in Q3 2019 and held it in 11 quarters.
  • Tidal Investments's iShares US Real Estate ETF position peaked at $3.29M in Q3 2019.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Tidal Investments's 13F filing for Q2 2026, filed 13 Aug 2026.