Unique Wealth’s iShares US Real Estate ETF IYR Stock Holding History

Unique Wealth’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	$9.4M	Buy	91,942 +405	+0.4%	+$41.1K	1.1%	22
2026 Q1	$8.66M	Buy	91,537 +5,397	+6%	+$524K	1.2%	20
2025 Q4	$8.09M	Buy	86,140 +7,697	+10%	+$734K	1.13%	19
2025 Q3	$7.62M	Buy	78,443 +2,335	+3%	+$225K	1.12%	19
2025 Q2	$7.21M	Buy	76,108 +9,180	+14%	+$857K	1.16%	20
2025 Q1	$6.41M	Buy	66,928 +9,736	+17%	+$926K	1.21%	19
2024 Q4	$5.32M	Buy	57,192 +19,706	+53%	+$1.94M	1.11%	19
2024 Q3	$3.82M	Buy	37,486 +495	+1%	+$47.7K	0.87%	25
2024 Q2	$3.25M	Buy	36,991 +4,641	+14%	+$398K	0.85%	26
2024 Q1	$2.91M	Buy	32,350 +2,721	+9%	+$241K	0.82%	24
2023 Q4	$2.71M	Buy	29,629 +22,532	+317%	+$1.84M	0.88%	20
2023 Q3	$555K	Buy	7,097 +1,798	+34%	+$153K	0.23%	46
2023 Q2	$459K	Buy	5,299 +605	+13%	+$50.8K	0.2%	41
2023 Q1	$398K	Buy	4,694 +67	+1%	+$5.86K	0.19%	33
2022 Q4	$390K	Buy	+4,627	New	+$389K	0.21%	33

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

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

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

Unique Wealth's IYR Position: Q2 2026 in Review

Unique Wealth increased its iShares US Real Estate ETF (IYR) stake by 0.44% in Q2 2026, buying an estimated $41.1K and bringing the position to 91,942 shares worth $9.4M. The position accounts for 1.1% of the portfolio, ranked #22.

Unique Wealth first reported a position in IYR in Q4 2022 and has held it in 15 quarters since. 487 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

Unique Wealth held 91,942 shares of iShares US Real Estate ETF worth $9.4M as of Q2 2026.
Unique Wealth bought 405 iShares US Real Estate ETF shares in Q2 2026, an estimated $41.1K.
iShares US Real Estate ETF made up 1.1% of Unique Wealth's portfolio in Q2 2026, its #22 holding.
Unique Wealth first reported a position in iShares US Real Estate ETF in Q4 2022 and has held it in 15 quarters since.
487 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Unique Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.