WhitTier Trust Company’s iShares US Real Estate ETF IYR Stock Holding History

WhitTier Trust Company’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	$52.3K	Hold	500	–	–	﹤0.01%	732
2026 Q1	$48.2K	Hold	500	–	–	﹤0.01%	733
2025 Q4	$47.4K	Hold	500	–	–	﹤0.01%	722
2025 Q3	$48.5K	Hold	500	–	–	﹤0.01%	702
2025 Q2	$47.4K	Hold	500	–	–	﹤0.01%	802
2025 Q1	$47.9K	Hold	500	–	–	﹤0.01%	781
2024 Q4	$46.5K	Hold	500	–	–	﹤0.01%	771
2024 Q3	$50.9K	Hold	500	–	–	﹤0.01%	751
2024 Q2	$43.9K	Hold	500	–	–	﹤0.01%	736
2024 Q1	$45K	Hold	500	–	–	﹤0.01%	706
2023 Q4	$45.7K	Hold	500	–	–	﹤0.01%	686
2023 Q3	$39.1K	Hold	500	–	–	﹤0.01%	691
2023 Q2	$43.3K	Hold	500	–	–	﹤0.01%	708
2023 Q1	$42.5K	Hold	500	–	–	﹤0.01%	697
2022 Q4	$42.1K	Hold	500	–	–	﹤0.01%	696
2022 Q3	$41K	Hold	500	–	–	﹤0.01%	695
2022 Q2	$46K	Hold	500	–	–	﹤0.01%	688
2022 Q1	$54K	Hold	500	–	–	﹤0.01%	659
2021 Q4	$58K	Hold	500	–	–	﹤0.01%	652
2021 Q3	$51K	Hold	500	–	–	﹤0.01%	670
2021 Q2	$51K	Hold	500	–	–	﹤0.01%	651
2021 Q1	$46K	Hold	500	–	–	﹤0.01%	656
2020 Q4	$43K	Hold	500	–	–	﹤0.01%	645
2020 Q3	$40K	Hold	500	–	–	﹤0.01%	641
2020 Q2	$39K	Hold	500	–	–	﹤0.01%	619
2020 Q1	$35K	Hold	500	–	–	﹤0.01%	614
2019 Q4	$47K	Hold	500	–	–	﹤0.01%	606
2019 Q3	$47K	Hold	500	–	–	﹤0.01%	609
2019 Q2	$44K	Hold	500	–	–	﹤0.01%	609
2019 Q1	$44K	Hold	500	–	–	﹤0.01%	606
2018 Q4	$37K	Hold	500	–	–	﹤0.01%	620
2018 Q3	$40K	Hold	500	–	–	﹤0.01%	645
2018 Q2	$40K	Hold	500	–	–	﹤0.01%	649
2018 Q1	$38K	Hold	500	–	–	﹤0.01%	663
2017 Q4	$41K	Sell	500 -25	-5%	-$2.03K	﹤0.01%	602
2017 Q3	$42K	Hold	525	–	–	﹤0.01%	569
2017 Q2	$42K	Hold	525	–	–	﹤0.01%	566
2017 Q1	$41K	Hold	525	–	–	﹤0.01%	559
2016 Q4	$40K	Hold	525	–	–	﹤0.01%	572
2016 Q3	$42K	Hold	525	–	–	﹤0.01%	551
2016 Q2	$43K	Hold	525	–	–	﹤0.01%	546
2016 Q1	$41K	Hold	525	–	–	﹤0.01%	553
2015 Q4	$39K	Hold	525	–	–	﹤0.01%	557
2015 Q3	$37K	Hold	525	–	–	﹤0.01%	572
2015 Q2	$37K	Sell	525 -800	-60%	-$60.7K	﹤0.01%	591
2015 Q1	$105K	Sell	1,325 -1,300	-50%	-$104K	0.01%	435
2014 Q4	$202K	Hold	2,625	–	–	0.02%	354
2014 Q3	$182K	Hold	2,625	–	–	0.02%	361
2014 Q2	$188K	Sell	2,625 -100	-4%	-$7.04K	0.02%	355
2014 Q1	$184K	Hold	2,725	–	–	0.02%	357
2013 Q4	$172K	Buy	2,725 +2,225	+445%	+$143K	0.02%	354
2013 Q3	$32K	Hold	500	–	–	﹤0.01%	577
2013 Q2	$33K	Buy	+500	New	+$35.3K	﹤0.01%	554

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

WhitTier Trust Company's IYR Position: Q2 2026 in Review

WhitTier Trust Company held its iShares US Real Estate ETF (IYR) position steady in Q2 2026 at 500 shares worth $52.3K. The position accounts for ﹤0.01% of the portfolio, ranked #732.

WhitTier Trust Company first reported a position in IYR in Q2 2013 and has held it in 53 quarters since. The position peaked at $202K in Q4 2014. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

WhitTier Trust Company held 500 shares of iShares US Real Estate ETF worth $52.3K as of Q2 2026.
WhitTier Trust Company left its iShares US Real Estate ETF share count unchanged in Q2 2026.
iShares US Real Estate ETF made up ﹤0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #732 holding.
WhitTier Trust Company first reported a position in iShares US Real Estate ETF in Q2 2013 and has held it in 53 quarters since.
WhitTier Trust Company's iShares US Real Estate ETF position peaked at $202K in Q4 2014.
486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.