UAS
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United Asset Strategies’s iShares US Real Estate ETF IYR Stock Holding History

United Asset Strategies’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 		– Sell
-2,247
Closed -$211K – 270
2025
Q4 		$211K Sell
2,247
-2,345
-51% -$223K 0.02% 255
2025
Q3 		$446K Buy
4,592
+181
+4% +$17.4K 0.04% 199
2025
Q2 		$418K Buy
4,411
+1,190
+37% +$111K 0.04% 200
2025
Q1 		$308K Sell
3,221
-1,040
-24% -$98.9K 0.03% 210
2024
Q4 		$397K Buy
+4,261
New +$420K 0.04% 191
2022
Q4 		– Sell
-4,040
Closed -$329K – 231
2022
Q3 		$329K Sell
4,040
-3,074
-43% -$291K 0.05% 176
2022
Q2 		$654K Buy
7,114
+3,481
+96% +$347K 0.1% 144
2022
Q1 		$393K Sell
3,633
-3,450
-49% -$364K 0.05% 166
2021
Q4 		$823K Sell
7,083
-2,539
-26% -$278K 0.1% 133
2021
Q3 		$985K Buy
9,622
+3,674
+62% +$391K 0.13% 125
2021
Q2 		$606K Buy
+5,948
New +$590K 0.08% 136
2020
Q4 		– Sell
-4,969
Closed -$397K – 210
2020
Q3 		$397K Sell
4,969
-35
-0.7% -$2.83K 0.07% 150
2020
Q2 		$394K Sell
5,004
-4,223
-46% -$320K 0.08% 142
2020
Q1 		$642K Buy
9,227
+151
+2% +$13.4K 0.16% 107
2019
Q4 		$845K Buy
+9,076
New +$841K 0.16% 112
2019
Q3 		– Sell
-2,606
Closed -$228K – 192
2019
Q2 		$228K Buy
+2,606
New +$228K 0.05% 171

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 $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
IMPI
Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

United Asset Strategies's IYR Position: Q1 2026 in Review

United Asset Strategies sold out of iShares US Real Estate ETF (IYR) in Q1 2026, closing a stake of 2,247 shares — an estimated $211K sold.

United Asset Strategies first reported a position in IYR in Q2 2019 and held it in 16 quarters. The position peaked at $985K in Q3 2021. 458 funds tracked by Wall St. Rank hold IYR as of Q1 2026.

  • United Asset Strategies reported no remaining iShares US Real Estate ETF position as of Q1 2026 after selling out during the quarter.
  • United Asset Strategies sold 2,247 iShares US Real Estate ETF shares in Q1 2026, an estimated $211K.
  • United Asset Strategies first reported a position in iShares US Real Estate ETF in Q2 2019 and held it in 16 quarters.
  • United Asset Strategies's iShares US Real Estate ETF position peaked at $985K in Q3 2021.
  • 458 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2026.

Based on United Asset Strategies's 13F filing for Q1 2026, filed 29 Apr 2026.