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Whitegate Investment Counselors’s iShares US Real Estate ETF IYR Stock Holding History

Whitegate Investment Counselors’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 		$3.57M Buy
34,948
+8
+0% +$812 1.02% 25
2026
Q1 		$3.3M Sell
34,940
-96
-0.3% -$9.33K 1.05% 24
2025
Q4 		$3.29M Sell
35,036
-187
-0.5% -$17.8K 1.03% 24
2025
Q3 		$3.42M Sell
35,223
-165
-0.5% -$15.9K 1.13% 23
2025
Q2 		$3.35M Sell
35,388
-443
-1% -$41.3K 1.14% 23
2025
Q1 		$3.43M Buy
35,831
+6
+0% +$571 1.22% 24
2024
Q4 		$3.33M Sell
35,825
-13,521
-27% -$1.33M 1.14% 24
2024
Q3 		$5.03M Sell
49,346
-55
-0.1% -$5.3K 1.33% 21
2024
Q2 		$4.33M Sell
49,401
-156
-0.3% -$13.4K 1.23% 21
2024
Q1 		$4.46M Sell
49,557
-120
-0.2% -$10.6K 1.25% 21
2023
Q4 		$4.54M Sell
49,677
-2,884
-5% -$236K 1.38% 21
2023
Q3 		$4.11M Buy
52,561
+335
+0.6% +$28.6K 1.38% 21
2023
Q2 		$4.52M Buy
52,226
+821
+2% +$69K 1.48% 20
2023
Q1 		$4.36M Buy
51,405
+3,893
+8% +$341K 1.41% 23
2022
Q4 		$4M Sell
47,512
-3,637
-7% -$305K 1.37% 23
2022
Q3 		$4.17M Buy
51,149
+6,015
+13% +$569K 1.58% 21
2022
Q2 		$4.15M Sell
45,134
-1,457
-3% -$145K 1.52% 21
2022
Q1 		$5.04M Sell
46,591
-1,174
-2% -$124K 1.56% 22
2021
Q4 		$5.55M Sell
47,765
-2,159
-4% -$237K 1.63% 21
2021
Q3 		$5.11M Sell
49,924
-750
-1% -$79.8K 0.73% 43
2021
Q2 		$5.17M Buy
50,674
+81
+0.2% +$8.04K 0.73% 41
2021
Q1 		$4.65M Buy
50,593
+1,654
+3% +$145K 0.71% 41
2020
Q4 		$4.19M Buy
48,939
+2,251
+5% +$187K 0.68% 42
2020
Q3 		$3.73M Buy
46,688
+2,528
+6% +$204K 0.68% 43
2020
Q2 		$3.48M Buy
+44,160
New +$3.35M 0.7% 42

Other funds holding IYR

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
UBS Group
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

Whitegate Investment Counselors's IYR Position: Q2 2026 in Review

Whitegate Investment Counselors increased its iShares US Real Estate ETF (IYR) stake by 0.02% in Q2 2026, buying an estimated $812 and bringing the position to 34,948 shares worth $3.57M. The position accounts for 1.02% of the portfolio, ranked #25.

Whitegate Investment Counselors first reported a position in IYR in Q2 2020 and has held it in 25 quarters since. The position peaked at $5.55M in Q4 2021. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Whitegate Investment Counselors held 34,948 shares of iShares US Real Estate ETF worth $3.57M as of Q2 2026.
  • Whitegate Investment Counselors bought 8 iShares US Real Estate ETF shares in Q2 2026, an estimated $812.
  • iShares US Real Estate ETF made up 1.02% of Whitegate Investment Counselors's portfolio in Q2 2026, its #25 holding.
  • Whitegate Investment Counselors first reported a position in iShares US Real Estate ETF in Q2 2020 and has held it in 25 quarters since.
  • Whitegate Investment Counselors's iShares US Real Estate ETF position peaked at $5.55M in Q4 2021.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Whitegate Investment Counselors's 13F filing for Q2 2026, filed 10 Aug 2026.