Westmount Partners’s iShares US Real Estate ETF IYR Stock Holding History

Westmount Partners’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	$507K	Sell	4,961 -41	-0.8%	-$4.16K	0.11%	151
2026 Q1	$473K	Sell	5,002 -36	-0.7%	-$3.5K	0.12%	153
2025 Q4	$473K	Sell	5,038 -2,770	-35%	-$264K	0.12%	141
2025 Q3	$758K	Sell	7,808 -165	-2%	-$15.9K	0.2%	97
2025 Q2	$756K	Sell	7,973 -202	-2%	-$18.8K	0.21%	92
2025 Q1	$783K	Buy	8,175 +364	+5%	+$34.6K	0.24%	86
2024 Q4	$727K	Buy	7,811 +283	+4%	+$27.9K	0.22%	89
2024 Q3	$767K	Sell	7,528 -74	-1%	-$7.13K	0.23%	88
2024 Q2	$661K	Buy	7,602 +24	+0.3%	+$2.06K	0.22%	95
2024 Q1	$681K	Sell	7,578 -611	-7%	-$54K	0.25%	88
2023 Q4	$749K	Buy	8,189 +604	+8%	+$49.5K	0.31%	73
2023 Q3	$593K	Sell	7,585 -598	-7%	-$51K	0.26%	88
2023 Q2	$708K	Sell	8,183 -75	-0.9%	-$6.3K	0.31%	70
2023 Q1	$701K	Sell	8,258 -101	-1%	-$8.84K	0.32%	69
2022 Q4	$704K	Buy	+8,359	New	+$702K	0.37%	65

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

Westmount Partners's IYR Position: Q2 2026 in Review

Westmount Partners reduced its iShares US Real Estate ETF (IYR) stake by 0.82% in Q2 2026, selling an estimated $4.16K and leaving 4,961 shares worth $507K. The position accounts for 0.11% of the portfolio, ranked #151.

Westmount Partners first reported a position in IYR in Q4 2022 and has held it in 15 quarters since. The position peaked at $783K in Q1 2025. 487 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

Westmount Partners held 4,961 shares of iShares US Real Estate ETF worth $507K as of Q2 2026.
Westmount Partners sold 41 iShares US Real Estate ETF shares in Q2 2026, an estimated $4.16K.
iShares US Real Estate ETF made up 0.11% of Westmount Partners's portfolio in Q2 2026, its #151 holding.
Westmount Partners first reported a position in iShares US Real Estate ETF in Q4 2022 and has held it in 15 quarters since.
Westmount Partners's iShares US Real Estate ETF position peaked at $783K in Q1 2025.
487 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.