AE Wealth Management’s iShares US Real Estate ETF IYR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.13M | Buy |
11,041
+3,220
| +41% | +$327K | 0.01% | 867 |
|
|
2026
Q1 | $740K | Buy |
7,821
+2,745
| +54% | +$267K | ﹤0.01% | 937 |
|
|
2025
Q4 | $477K | Buy |
5,076
+2,413
| +91% | +$230K | ﹤0.01% | 1071 |
|
|
2025
Q3 | $259K | Sell |
2,663
-32,107
| -92% | -$3.09M | ﹤0.01% | 1254 |
|
|
2025
Q2 | $3.3M | Buy |
34,770
+33,560
| +2,774% | +$3.13M | 0.02% | 431 |
|
|
2025
Q1 | $116K | Sell |
1,210
-71,772
| -98% | -$6.83M | ﹤0.01% | 1407 |
|
|
2024
Q4 | $6.79M | Buy |
+72,982
| New | +$7.19M | 0.06% | 286 |
|
|
2024
Q1 | – | Sell |
-25,061
| Closed | -$2.2M | – | 1586 |
|
|
2023
Q4 | $2.2M | Sell |
25,061
-28,491
| -53% | -$2.33M | 0.01% | 871 |
|
|
2023
Q3 | $4.18M | Sell |
53,552
-7,593
| -12% | -$647K | 0.03% | 597 |
|
|
2023
Q2 | $5.29M | Buy |
61,145
+47,724
| +356% | +$4.01M | 0.03% | 520 |
|
|
2023
Q1 | $1.14M | Buy |
+13,421
| New | +$1.17M | 0.01% | 998 |
|
|
2022
Q4 | – | Sell |
-3,056
| Closed | -$249K | – | 1864 |
|
|
2022
Q3 | $249K | Sell |
3,056
-5,101
| -63% | -$483K | ﹤0.01% | 1542 |
|
|
2022
Q2 | $750K | Sell |
8,157
-2,795
| -26% | -$279K | 0.01% | 994 |
|
|
2022
Q1 | $1.19M | Sell |
10,952
-102,605
| -90% | -$10.8M | 0.01% | 866 |
|
|
2021
Q4 | $13.2M | Buy |
113,557
+50,395
| +80% | +$5.52M | 0.09% | 215 |
|
|
2021
Q3 | $6.47M | Buy |
63,162
+49,595
| +366% | +$5.28M | 0.05% | 320 |
|
|
2021
Q2 | $1.38M | Buy |
13,567
+1,838
| +16% | +$182K | 0.01% | 732 |
|
|
2021
Q1 | $1.08M | Sell |
11,729
-6,287
| -35% | -$552K | 0.01% | 745 |
|
|
2020
Q4 | $1.54M | Buy |
18,016
+14,942
| +486% | +$1.24M | 0.02% | 577 |
|
|
2020
Q3 | $245K | Sell |
3,074
-6,297
| -67% | -$509K | ﹤0.01% | 1107 |
|
|
2020
Q2 | $739K | Buy |
9,371
+5,237
| +127% | +$397K | 0.01% | 722 |
|
|
2020
Q1 | $288K | Sell |
4,134
-5,456
| -57% | -$483K | 0.01% | 892 |
|
|
2019
Q4 | $893K | Buy |
9,590
+2,275
| +31% | +$211K | 0.02% | 553 |
|
|
2019
Q3 | $684K | Buy |
7,315
+566
| +8% | +$51.5K | 0.02% | 538 |
|
|
2019
Q2 | $589K | Buy |
6,749
+3,451
| +105% | +$302K | 0.02% | 543 |
|
|
2019
Q1 | $287K | Buy |
+3,298
| New | +$273K | 0.02% | 479 |
|
|
2018
Q4 | – | Sell |
-7,533
| Closed | -$603K | – | 546 |
|
|
2018
Q3 | $603K | Buy |
7,533
+131
| +2% | +$10.7K | 0.03% | 288 |
|
|
2018
Q2 | $596K | Sell |
7,402
-767
| -9% | -$59.1K | 0.04% | 239 |
|
|
2018
Q1 | $617K | Sell |
8,169
-527
| -6% | -$40K | 0.05% | 230 |
|
|
2017
Q4 | $704K | Buy |
+8,696
| New | +$706K | 0.06% | 203 |
|
Other funds holding IYR
WI
CBU
IMPI
SOAM
AE Wealth Management's IYR Position: Q2 2026 in Review
AE Wealth Management increased its iShares US Real Estate ETF (IYR) stake by 41% in Q2 2026, buying an estimated $327K and bringing the position to 11,041 shares worth $1.13M. The position accounts for 0.01% of the portfolio, ranked #867.
AE Wealth Management first reported a position in IYR in Q4 2017 and has held it in 30 quarters since. The position peaked at $13.2M in Q4 2021. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.
- AE Wealth Management held 11,041 shares of iShares US Real Estate ETF worth $1.13M as of Q2 2026.
- AE Wealth Management bought 3,220 iShares US Real Estate ETF shares in Q2 2026, an estimated $327K.
- iShares US Real Estate ETF made up 0.01% of AE Wealth Management's portfolio in Q2 2026, its #867 holding.
- AE Wealth Management first reported a position in iShares US Real Estate ETF in Q4 2017 and has held it in 30 quarters since.
- AE Wealth Management's iShares US Real Estate ETF position peaked at $13.2M in Q4 2021.
- 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.
Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.