WealthNavi Inc
IYR icon

WealthNavi Inc’s iShares US Real Estate ETF IYR Stock Holding History

WealthNavi Inc’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 		$527M Sell
5,540,037
-330,474
-6% -$34M 4.08% 6
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% +$9.9M 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

Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Magnus Financial Group
Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return
DI
DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return
Financial Advisory Corporation
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return
Unique Wealth
Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return
Norden Group
Norden Group Provo, Utah $1.33B AUM 30.5% 1-Year Est. Return
Courier Capital
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
Matthew Goff Investment Advisor
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
Arkansas Financial Group
Arkansas Financial Group Little Rock, Arkansas $751M AUM 9.21% 1-Year Est. Return

WealthNavi Inc's IYR Position: Q3 2026 in Review

WealthNavi Inc reduced its iShares US Real Estate ETF (IYR) stake by 5.6% in Q3 2026, selling an estimated $34M and leaving 5,540,037 shares worth $527M. The position accounts for 4.08% of the portfolio, ranked #6.

WealthNavi Inc first reported a position in IYR in Q1 2019 and has held it in 31 quarters since. The position peaked at $600M in Q2 2026. 131 funds tracked by Wall St. Rank hold IYR as of Q3 2026.

  • WealthNavi Inc held 5,540,037 shares of iShares US Real Estate ETF worth $527M as of Q3 2026.
  • WealthNavi Inc sold 330,474 iShares US Real Estate ETF shares in Q3 2026, an estimated $34M.
  • iShares US Real Estate ETF made up 4.08% of WealthNavi Inc's portfolio in Q3 2026, its #6 holding.
  • WealthNavi Inc first reported a position in iShares US Real Estate ETF in Q1 2019 and has held it in 31 quarters since.
  • WealthNavi Inc's iShares US Real Estate ETF position peaked at $600M in Q2 2026.
  • 131 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2026.

Based on WealthNavi Inc's 13F filing for Q3 2026, filed 27 Oct 2026.