Wealthspire Advisors (New York)’s iShares US Real Estate ETF IYR Stock Holding History

Wealthspire Advisors (New York)’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	$373K	Sell	3,940 -489	-11%	-$47.5K	﹤0.01%	665
2025 Q4	$416K	Sell	4,429 -4,429	-50%	-$422K	﹤0.01%	673
2025 Q3	$860K	Sell	8,858 -1,312	-13%	-$126K	﹤0.01%	418
2025 Q2	$964K	Sell	10,170 -12,100	-54%	-$1.13M	0.01%	394
2025 Q1	$2.13M	Buy	22,270 +13,055	+142%	+$1.24M	0.01%	267
2024 Q4	$858K	Buy	9,215 +6,601	+253%	+$651K	0.01%	404
2024 Q3	$266K	Buy	+2,614	New	+$252K	﹤0.01%	644
2024 Q2	–	Sell	-2,497	Closed	-$224K	–	678
2024 Q1	$224K	Sell	2,497 -330	-12%	-$29.2K	﹤0.01%	574
2023 Q4	$258K	Buy	+2,827	New	+$231K	﹤0.01%	561
2021 Q1	–	Sell	-2,556	Closed	-$219K	–	710
2020 Q4	$219K	Buy	+2,556	New	+$213K	0.01%	527
2020 Q2	–	Sell	-3,059	Closed	-$213K	–	414
2020 Q1	$213K	Buy	+3,059	New	+$271K	0.01%	475

Other funds holding IYR

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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 Paris, France $206B AUM 31.61% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthspire Advisors (New York)'s IYR Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its iShares US Real Estate ETF (IYR) stake by 11% in Q1 2026, selling an estimated $47.5K and leaving 3,940 shares worth $373K. The position accounts for ﹤0.01% of the portfolio, ranked #665.

Wealthspire Advisors (New York) first reported a position in IYR in Q1 2020 and has held it in 11 quarters since. The position peaked at $2.13M in Q1 2025. 458 funds tracked by Wall St. Rank hold IYR as of Q1 2026.

Wealthspire Advisors (New York) held 3,940 shares of iShares US Real Estate ETF worth $373K as of Q1 2026.
Wealthspire Advisors (New York) sold 489 iShares US Real Estate ETF shares in Q1 2026, an estimated $47.5K.
iShares US Real Estate ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #665 holding.
Wealthspire Advisors (New York) first reported a position in iShares US Real Estate ETF in Q1 2020 and has held it in 11 quarters since.
Wealthspire Advisors (New York)'s iShares US Real Estate ETF position peaked at $2.13M in Q1 2025.
458 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.