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

Waldron Private 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	$639K	Hold	6,246	–	–	0.02%	194
2026 Q1	$591K	Hold	6,246	–	–	0.02%	195
2025 Q4	$586K	Hold	6,246	–	–	0.02%	192
2025 Q3	$606K	Hold	6,246	–	–	0.02%	183
2025 Q2	$592K	Hold	6,246	–	–	0.03%	179
2025 Q1	$598K	Hold	6,246	–	–	0.03%	171
2024 Q4	$581K	Hold	6,246	–	–	0.02%	237
2024 Q3	$636K	Hold	6,246	–	–	0.03%	220
2024 Q2	$548K	Hold	6,246	–	–	0.02%	217
2024 Q1	$562K	Hold	6,246	–	–	0.03%	222
2023 Q4	$571K	Hold	6,246	–	–	0.03%	214
2023 Q3	$494K	Hold	6,246	–	–	0.03%	232
2023 Q2	$541K	Sell	6,246 -50	-0.8%	-$4.2K	0.03%	218
2023 Q1	$535K	Hold	6,296	–	–	0.03%	240
2022 Q4	$512K	Hold	6,296	–	–	0.03%	235
2022 Q3	$512K	Sell	6,296 -659	-9%	-$62.4K	0.03%	235
2022 Q2	$639K	Hold	6,955	–	–	0.04%	213
2022 Q1	$752K	Hold	6,955	–	–	0.04%	213
2021 Q4	$807K	Hold	6,955	–	–	0.04%	201
2021 Q3	$712K	Sell	6,955 -2,310	-25%	-$246K	0.04%	188
2021 Q2	$944K	Buy	9,265 +50	+0.5%	+$4.96K	0.06%	144
2021 Q1	$847K	Hold	9,215	–	–	0.06%	140
2020 Q4	$789K	Hold	9,215	–	–	0.06%	144
2020 Q3	$735K	Hold	9,215	–	–	0.06%	137
2020 Q2	$726K	Hold	9,215	–	–	0.06%	129
2020 Q1	$641K	Hold	9,215	–	–	0.07%	127
2019 Q4	$857K	Hold	9,215	–	–	0.08%	124
2019 Q3	$861K	Hold	9,215	–	–	0.09%	112
2019 Q2	$804K	Hold	9,215	–	–	0.09%	98
2019 Q1	$802K	Hold	9,215	–	–	0.09%	102
2018 Q4	$690K	Hold	9,215	–	–	0.1%	95
2018 Q3	$737K	Hold	9,215	–	–	0.14%	74
2018 Q2	$742K	Hold	9,215	–	–	0.16%	63
2018 Q1	$695K	Hold	9,215	–	–	0.16%	64
2017 Q4	$746K	Hold	9,215	–	–	0.18%	57
2017 Q3	$736K	Hold	9,215	–	–	0.21%	50
2017 Q2	$735K	Hold	9,215	–	–	0.23%	42
2017 Q1	$723K	Hold	9,215	–	–	0.18%	73
2016 Q4	$709K	Hold	9,215	–	–	0.24%	47
2016 Q3	$743K	Sell	9,215 -3,235	-26%	-$268K	0.27%	40
2016 Q2	$1.02M	Hold	12,450	–	–	0.38%	32
2016 Q1	$969K	Sell	12,450 -56	-0.4%	-$4.06K	0.37%	33
2015 Q4	$938K	Buy	12,506 +1	+0%	+$75	0.35%	32
2015 Q3	$887K	Buy	12,505 +1	+0%	+$73	0.38%	29
2015 Q2	$891K	Hold	12,504	–	–	0.35%	26
2015 Q1	$992K	Hold	12,504	–	–	0.4%	25
2014 Q4	$961K	Buy	12,504 +1	+0%	+$75	0.4%	26
2014 Q3	$865K	Hold	12,503	–	–	0.41%	25
2014 Q2	$898K	Buy	12,503 +1	+0%	+$70	0.41%	27
2014 Q1	$846K	Hold	12,502	–	–	0.41%	27
2013 Q4	$789K	Buy	+12,502	New	+$805K	0.36%	25

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

Waldron Private Wealth's IYR Position: Q2 2026 in Review

Waldron Private Wealth held its iShares US Real Estate ETF (IYR) position steady in Q2 2026 at 6,246 shares worth $639K. The position accounts for 0.02% of the portfolio, ranked #194.

Waldron Private Wealth first reported a position in IYR in Q4 2013 and has held it in 51 quarters since. The position peaked at $1.02M in Q2 2016. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

Waldron Private Wealth held 6,246 shares of iShares US Real Estate ETF worth $639K as of Q2 2026.
Waldron Private Wealth left its iShares US Real Estate ETF share count unchanged in Q2 2026.
iShares US Real Estate ETF made up 0.02% of Waldron Private Wealth's portfolio in Q2 2026, its #194 holding.
Waldron Private Wealth first reported a position in iShares US Real Estate ETF in Q4 2013 and has held it in 51 quarters since.
Waldron Private Wealth's iShares US Real Estate ETF position peaked at $1.02M in Q2 2016.
486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.