Lattice Strategies LLC reported ISHARES TR DJ US REAL EST (IYR) in 26 quarterly 13F filings .
This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.
This page is designed to answer the real investor question behind a 13F filing: how meaningful was Lattice Strategies LLC's position in ISHARES TR DJ US REAL EST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.
See the most recent quarter where the fund disclosed this position.
Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.
Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.
Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.
As of 2026 Q1 β sorted by position size
These are the practical questions this page is built to answer before you even open the full history table.
Lattice Strategies LLC reported IYR across 0 quarterly 13F filings.
This page shows the quarter-by-quarter portfolio weight history for IYR in Lattice Strategies LLC.
The most recent filing on this page is 2019 Q1, when Lattice Strategies LLC reported 16,780 shares, equal to 1.34% of portfolio, with an estimated market value of $1.5M.
The chart compares Lattice Strategies LLC's quarterly IYR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.
Based on 13F filing dates vs. subsequent IYR price moves, Lattice Strategies LLC correctly timed 8 out of 16 reported position changes (50%). The annualised alpha on IYR relative to SPY over the holding period was -4.2%.