Trust Company’s iShares US Real Estate ETF IYR Stock Holding History

Trust Company’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 Q3	$4.83K	Buy	+51	New	+$5.25K	﹤0.01%	492
2024 Q1	–	Sell	-235	Closed	-$21.5K	–	342
2023 Q4	$21.5K	Hold	235	–	–	﹤0.01%	233
2023 Q3	$18.4K	Hold	235	–	–	﹤0.01%	244
2023 Q2	$20.3K	Hold	235	–	–	﹤0.01%	239
2023 Q1	$20K	Hold	235	–	–	﹤0.01%	232
2022 Q4	$20K	Hold	235	–	–	﹤0.01%	223
2022 Q3	$19K	Hold	235	–	–	﹤0.01%	228
2022 Q2	$22K	Sell	235 -20	-8%	-$1.99K	﹤0.01%	236
2022 Q1	$28K	Hold	255	–	–	0.01%	234
2021 Q4	$30K	Buy	255 +20	+9%	+$2.19K	0.01%	211
2021 Q3	$24K	Hold	235	–	–	0.01%	211
2021 Q2	$24K	Hold	235	–	–	0.02%	209
2021 Q1	$22K	Hold	235	–	–	0.02%	221
2020 Q4	$20K	Hold	235	–	–	0.02%	206
2020 Q3	$19K	Hold	235	–	–	0.02%	223
2020 Q2	$19K	Hold	235	–	–	0.02%	209
2020 Q1	$16K	Hold	235	–	–	0.02%	200
2019 Q4	$22K	Hold	235	–	–	0.02%	202
2019 Q3	$22K	Hold	235	–	–	0.02%	194
2019 Q2	$21K	Hold	235	–	–	0.02%	201
2019 Q1	$20K	Hold	235	–	–	0.01%	229
2018 Q4	$18K	Hold	235	–	–	0.01%	221
2018 Q3	$19K	Hold	235	–	–	0.01%	226
2018 Q2	$19K	Hold	235	–	–	0.01%	235
2018 Q1	$18K	Hold	235	–	–	0.01%	234
2017 Q4	$19K	Hold	235	–	–	0.01%	239
2017 Q3	$19K	Hold	235	–	–	0.01%	207
2017 Q2	$19K	Sell	235 -1,350	-85%	-$107K	0.01%	224
2017 Q1	$124K	Sell	1,585 -1,300	-45%	-$101K	0.06%	121
2016 Q4	$222K	Buy	2,885 +235	+9%	+$17.9K	0.11%	97
2016 Q3	$214K	Hold	2,650	–	–	0.09%	114
2016 Q2	$218K	Hold	2,650	–	–	0.08%	106
2016 Q1	$206K	Sell	2,650 -150	-5%	-$10.9K	0.09%	105
2015 Q4	$210K	Buy	+2,800	New	+$209K	0.1%	91

Other funds holding IYR

MGIA

Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return

CCM

Consolidated Capital Management Burbank, California $364M AUM 42.75% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Trust Company's IYR Position: Q3 2026 in Review

Trust Company opened a new position in iShares US Real Estate ETF (IYR) in Q3 2026: 51 shares worth $4.83K. The stake represents ﹤0.01% of the portfolio and ranks #492 among its holdings. This is a return to the name: Trust Company previously reported a position in IYR as recently as Q4 2023.

Trust Company first reported a position in IYR in Q4 2015 and has held it in 34 quarters since. The position peaked at $222K in Q4 2016. 26 funds tracked by Wall St. Rank hold IYR as of Q3 2026.

Trust Company held 51 shares of iShares US Real Estate ETF worth $4.83K as of Q3 2026.
iShares US Real Estate ETF was a new Trust Company position in Q3 2026.
iShares US Real Estate ETF made up ﹤0.01% of Trust Company's portfolio in Q3 2026, its #492 holding.
Trust Company first reported a position in iShares US Real Estate ETF in Q4 2015 and has held it in 34 quarters since.
Trust Company's iShares US Real Estate ETF position peaked at $222K in Q4 2016.
26 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2026.

Based on Trust Company's 13F filing for Q3 2026, filed 9 Oct 2026.