AFG
IYR icon

Allegheny Financial Group’s iShares US Real Estate ETF IYR Stock Holding History

Allegheny Financial Group’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 		$3.63M Sell
35,490
-187
-0.5% -$19K 0.39% 43
2026
Q1 		$3.37M Buy
35,677
+964
+3% +$93.6K 0.45% 36
2025
Q4 		$3.26M Sell
34,713
-435
-1% -$41.5K 0.48% 36
2025
Q3 		$3.41M Sell
35,148
-298
-0.8% -$28.7K 0.64% 26
2025
Q2 		$3.36M Sell
35,446
-501
-1% -$46.7K 0.75% 21
2025
Q1 		$3.44M Sell
35,947
-430
-1% -$40.9K 0.88% 18
2024
Q4 		$3.39M Sell
36,377
-269
-0.7% -$26.5K 0.87% 19
2024
Q3 		$3.73M Sell
36,646
-1,725
-4% -$166K 0.92% 15
2024
Q2 		$3.37M Sell
38,371
-712
-2% -$61.1K 0.97% 16
2024
Q1 		$3.51M Sell
39,083
-861
-2% -$76.1K 1.08% 14
2023
Q4 		$3.65M Sell
39,944
-468
-1% -$38.3K 1.17% 12
2023
Q3 		$3.16M Buy
40,412
+12,639
+46% +$1.08M 1.18% 15
2023
Q2 		$2.4M Sell
27,773
-12,119
-30% -$1.02M 1.14% 17
2023
Q1 		$3.39M Buy
39,892
+1,202
+3% +$105K 1.37% 14
2022
Q4 		$3.26M Buy
38,690
+1,662
+4% +$140K 1.36% 16
2022
Q3 		$3.01M Buy
37,028
+3,554
+11% +$336K 1.42% 17
2022
Q2 		$3.08M Buy
33,474
+328
+1% +$32.7K 1.44% 17
2022
Q1 		$3.59M Buy
33,146
+395
+1% +$41.7K 1.52% 17
2021
Q4 		$3.8M Sell
32,751
-555
-2% -$60.8K 1.52% 16
2021
Q3 		$3.41M Buy
33,306
+802
+2% +$85.3K 1.56% 14
2021
Q2 		$3.31M Buy
32,504
+736
+2% +$73.1K 1.5% 14
2021
Q1 		$2.92M Buy
31,768
+2,702
+9% +$237K 2.14% 11
2020
Q4 		$2.49M Buy
+29,066
New +$2.42M 1.34% 15

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

Allegheny Financial Group's IYR Position: Q2 2026 in Review

Allegheny Financial Group reduced its iShares US Real Estate ETF (IYR) stake by 0.52% in Q2 2026, selling an estimated $19K and leaving 35,490 shares worth $3.63M. The position accounts for 0.39% of the portfolio, ranked #43.

Allegheny Financial Group first reported a position in IYR in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.8M in Q4 2021. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Allegheny Financial Group held 35,490 shares of iShares US Real Estate ETF worth $3.63M as of Q2 2026.
  • Allegheny Financial Group sold 187 iShares US Real Estate ETF shares in Q2 2026, an estimated $19K.
  • iShares US Real Estate ETF made up 0.39% of Allegheny Financial Group's portfolio in Q2 2026, its #43 holding.
  • Allegheny Financial Group first reported a position in iShares US Real Estate ETF in Q4 2020 and has held it in 23 quarters since.
  • Allegheny Financial Group's iShares US Real Estate ETF position peaked at $3.8M in Q4 2021.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Allegheny Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.