AFO
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Allie Family Office’s iShares US Real Estate ETF IYR Stock Holding History

Allie Family Office’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 		$5.16M Buy
50,463
+590
+1% +$59.9K 1.92% 14
2026
Q1 		$4.72M Sell
49,873
-626
-1% -$60.8K 2.06% 12
2025
Q4 		$4.74M Buy
50,499
+131
+0.3% +$12.5K 2.21% 11
2025
Q3 		$4.88M Buy
50,368
+12,513
+33% +$1.2M 2.32% 10
2025
Q2 		$3.58M Buy
37,855
+1,866
+5% +$174K 1.78% 12
2025
Q1 		$3.45M Buy
35,989
+4,133
+13% +$393K 1.88% 12
2024
Q4 		$2.96M Buy
31,856
+1,984
+7% +$196K 1.65% 14
2024
Q3 		$3.04M Sell
29,872
-915
-3% -$88.1K 1.64% 15
2024
Q2 		$2.68M Buy
30,787
+5,758
+23% +$494K 1.61% 14
2024
Q1 		$2.25M Sell
25,029
-624
-2% -$55.2K 1.32% 15
2023
Q4 		$2.35M Sell
25,653
-500
-2% -$40.9K 1.62% 16
2023
Q3 		$2.05M Buy
26,153
+449
+2% +$38.3K 1.66% 14
2023
Q2 		$2.2M Buy
25,704
+320
+1% +$26.9K 1.58% 13
2023
Q1 		$2.17M Sell
25,384
-3,099
-11% -$271K 1.62% 12
2022
Q4 		$2.4M Buy
28,483
+2,600
+10% +$218K 1.97% 11
2022
Q3 		$2.14M Buy
25,883
+5,030
+24% +$476K 1.84% 12
2022
Q2 		$1.92M Sell
20,853
-16,345
-44% -$1.63M 1.55% 11
2022
Q1 		$4.03M Buy
37,198
+17,408
+88% +$1.84M 3.09% 6
2021
Q4 		$2.3M Buy
+19,790
New +$2.17M 1.81% 11

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

Allie Family Office's IYR Position: Q2 2026 in Review

Allie Family Office increased its iShares US Real Estate ETF (IYR) stake by 1.2% in Q2 2026, buying an estimated $59.9K and bringing the position to 50,463 shares worth $5.16M. The position accounts for 1.92% of the portfolio, ranked #14.

Allie Family Office first reported a position in IYR in Q4 2021 and has held it in 19 quarters since. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Allie Family Office held 50,463 shares of iShares US Real Estate ETF worth $5.16M as of Q2 2026.
  • Allie Family Office bought 590 iShares US Real Estate ETF shares in Q2 2026, an estimated $59.9K.
  • iShares US Real Estate ETF made up 1.92% of Allie Family Office's portfolio in Q2 2026, its #14 holding.
  • Allie Family Office first reported a position in iShares US Real Estate ETF in Q4 2021 and has held it in 19 quarters since.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Allie Family Office's 13F filing for Q2 2026, filed 13 Aug 2026.