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Wilmington Savings Fund Society’s iShares US Real Estate ETF IYR Stock Holding History

Wilmington Savings Fund Society’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 		$2.04M Hold
19,967
– – 0.05% 231
2026
Q1 		$1.89M Sell
19,967
-450
-2% -$43.7K 0.05% 238
2025
Q4 		$1.92M Hold
20,417
– – 0.05% 231
2025
Q3 		$1.98M Sell
20,417
-390
-2% -$37.5K 0.05% 229
2025
Q2 		$1.97M Hold
20,807
– – 0.04% 309
2025
Q1 		$1.99M Hold
20,807
– – 0.04% 306
2024
Q4 		$1.94M Hold
20,807
– – 0.03% 309
2024
Q3 		$2.12M Buy
+20,807
New +$2M 0.04% 305

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

Wilmington Savings Fund Society's IYR Position: Q2 2026 in Review

Wilmington Savings Fund Society held its iShares US Real Estate ETF (IYR) position steady in Q2 2026 at 19,967 shares worth $2.04M. The position accounts for 0.05% of the portfolio, ranked #231.

Wilmington Savings Fund Society first reported a position in IYR in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.12M in Q3 2024. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Wilmington Savings Fund Society held 19,967 shares of iShares US Real Estate ETF worth $2.04M as of Q2 2026.
  • Wilmington Savings Fund Society left its iShares US Real Estate ETF share count unchanged in Q2 2026.
  • iShares US Real Estate ETF made up 0.05% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #231 holding.
  • Wilmington Savings Fund Society first reported a position in iShares US Real Estate ETF in Q3 2024 and has held it in 8 quarters since.
  • Wilmington Savings Fund Society's iShares US Real Estate ETF position peaked at $2.12M in Q3 2024.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.