WI
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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
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

AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03T AUM 1% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
DI
DDFG Inc Thousand Oaks, California $504M AUM 18.61% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
ADEF
Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return

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. 158 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.
  • 158 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.