WealthNavi Inc’s iShares US Real Estate ETF IYR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $600M | Sell |
5,870,511
-139,738
| -2% | -$14.2M | 4.7% | 5 |
|
|
2026
Q1 | $568M | Buy |
6,010,249
+171,312
| +3% | +$16.6M | 4.93% | 6 |
|
|
2025
Q4 | $548M | Buy |
5,838,937
+540,270
| +10% | +$51.5M | 4.84% | 6 |
|
|
2025
Q3 | $514M | Buy |
5,298,667
+403,581
| +8% | +$38.8M | 4.77% | 6 |
|
|
2025
Q2 | $464M | Buy |
4,895,086
+198,229
| +4% | +$18.5M | 4.67% | 5 |
|
|
2025
Q1 | $450M | Buy |
4,696,857
+240,853
| +5% | +$22.9M | 5% | 5 |
|
|
2024
Q4 | $415M | Buy |
4,456,004
+68,048
| +2% | +$6.71M | 4.82% | 5 |
|
|
2024
Q3 | $447M | Buy |
4,387,956
+9,759
| +0.2% | +$940K | 5.11% | 5 |
|
|
2024
Q2 | $384M | Buy |
4,378,197
+244,506
| +6% | +$21M | 4.87% | 5 |
|
|
2024
Q1 | $372M | Buy |
4,133,691
+223,642
| +6% | +$19.8M | 4.95% | 5 |
|
|
2023
Q4 | $357M | Buy |
3,910,049
+57,509
| +1% | +$4.71M | 5.18% | 5 |
|
|
2023
Q3 | $301M | Buy |
3,852,540
+357,859
| +10% | +$30.5M | 4.88% | 5 |
|
|
2023
Q2 | $302M | Buy |
3,494,681
+117,927
| +3% | +$9.91M | 4.91% | 5 |
|
|
2023
Q1 | $287M | Buy |
3,376,754
+324,761
| +11% | +$28.4M | 4.89% | 6 |
|
|
2022
Q4 | $257M | Buy |
3,051,993
+265,619
| +10% | +$22.3M | 4.81% | 6 |
|
|
2022
Q3 | $227M | Buy |
2,786,374
+170,883
| +7% | +$16.2M | 4.78% | 6 |
|
|
2022
Q2 | $241M | Buy |
2,615,491
+116,656
| +5% | +$11.6M | 4.91% | 6 |
|
|
2022
Q1 | $270M | Buy |
2,498,835
+41,909
| +2% | +$4.42M | 5.09% | 6 |
|
|
2021
Q4 | $285M | Buy |
2,456,926
+106,800
| +5% | +$11.7M | 5.21% | 6 |
|
|
2021
Q3 | $241M | Buy |
2,350,126
+166,108
| +8% | +$17.7M | 4.95% | 6 |
|
|
2021
Q2 | $223M | Buy |
2,184,018
+150,727
| +7% | +$15M | 5.12% | 6 |
|
|
2021
Q1 | $187M | Buy |
2,033,291
+226,268
| +13% | +$19.9M | 5.14% | 6 |
|
|
2020
Q4 | $155M | Buy |
1,807,023
+123,894
| +7% | +$10.3M | 4.89% | 6 |
|
|
2020
Q3 | $134M | Buy |
1,683,129
+263,454
| +19% | +$21.3M | 4.93% | 6 |
|
|
2020
Q2 | $112M | Buy |
1,419,675
+221,061
| +18% | +$16.8M | 4.85% | 6 |
|
|
2020
Q1 | $83.4M | Buy |
1,198,614
+224,982
| +23% | +$19.9M | 4.64% | 6 |
|
|
2019
Q4 | $90.6M | Buy |
973,632
+100,588
| +12% | +$9.33M | 4.93% | 6 |
|
|
2019
Q3 | $81.7M | Buy |
873,044
+85,921
| +11% | +$7.82M | 5.09% | 6 |
|
|
2019
Q2 | $68.7M | Buy |
787,123
+51,093
| +7% | +$4.47M | 4.85% | 6 |
|
|
2019
Q1 | $64.1M | Buy |
+736,030
| New | +$60.9M | 5.11% | 6 |
|
Other funds holding IYR
CBU
IMPI
SOAM
WealthNavi Inc's IYR Position: Q2 2026 in Review
WealthNavi Inc reduced its iShares US Real Estate ETF (IYR) stake by 2.3% in Q2 2026, selling an estimated $14.2M and leaving 5,870,511 shares worth $600M. The position accounts for 4.7% of the portfolio, ranked #5.
WealthNavi Inc first reported a position in IYR in Q1 2019 and has held it in 30 quarters since. 487 funds tracked by Wall St. Rank hold IYR as of Q2 2026.
- WealthNavi Inc held 5,870,511 shares of iShares US Real Estate ETF worth $600M as of Q2 2026.
- WealthNavi Inc sold 139,738 iShares US Real Estate ETF shares in Q2 2026, an estimated $14.2M.
- iShares US Real Estate ETF made up 4.7% of WealthNavi Inc's portfolio in Q2 2026, its #5 holding.
- WealthNavi Inc first reported a position in iShares US Real Estate ETF in Q1 2019 and has held it in 30 quarters since.
- 487 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.
Based on WealthNavi Inc's 13F filing for Q2 2026, filed 23 Jul 2026.