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

Allworth Financial’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 		$804K Sell
7,865
-991
-11% -$101K ﹤0.01% 801
2026
Q1 		$837K Sell
8,856
-2,164
-20% -$210K ﹤0.01% 763
2025
Q4 		$1.03M Buy
11,020
+1,606
+17% +$153K ﹤0.01% 695
2025
Q3 		$914K Buy
9,414
+978
+12% +$94.1K ﹤0.01% 695
2025
Q2 		$799K Buy
8,436
+740
+10% +$69K ﹤0.01% 704
2025
Q1 		$711K Sell
7,696
-2,860
-27% -$272K ﹤0.01% 610
2024
Q4 		$992K Sell
10,556
-1,498
-12% -$148K 0.01% 541
2024
Q3 		$1.23M Sell
12,054
-29
-0.2% -$2.79K 0.01% 405
2024
Q2 		$1.12M Buy
12,083
+2,593
+27% +$222K 0.01% 411
2024
Q1 		$853K Sell
9,490
-49
-0.5% -$4.33K 0.01% 436
2023
Q4 		$872K Buy
9,539
+4,074
+75% +$334K 0.01% 429
2023
Q3 		$427K Sell
5,465
-907
-14% -$77.3K ﹤0.01% 521
2023
Q2 		$551K Sell
6,372
-177,106
-97% -$14.9M ﹤0.01% 480
2023
Q1 		$15.6M Sell
183,478
-1,466
-0.8% -$128K 0.16% 72
2022
Q4 		$15.6M Sell
184,944
-2,045
-1% -$172K 0.17% 73
2022
Q3 		$15.2M Buy
186,989
+1,715
+0.9% +$162K 0.19% 66
2022
Q2 		$17M Sell
185,274
-170,498
-48% -$17M 0.23% 63
2022
Q1 		$38.5M Buy
355,772
+355,568
+174,298% +$37.5M 0.49% 38
2021
Q4 		$24K Buy
204
+9
+5% +$986 ﹤0.01% 1041
2021
Q3 		$20K Buy
195
+14
+8% +$1.49K ﹤0.01% 1032
2021
Q2 		$18K Hold
181
– – ﹤0.01% 882
2021
Q1 		$17K Hold
181
– – ﹤0.01% 834
2020
Q4 		$16K Buy
181
+165
+1,031% +$13.7K ﹤0.01% 720
2020
Q3 		$1K Hold
16
– – ﹤0.01% 1103
2020
Q2 		$1K Hold
16
– – ﹤0.01% 1107
2020
Q1 		$1K Hold
16
– – ﹤0.01% 1148
2019
Q4 		$1K Hold
16
– – ﹤0.01% 992
2019
Q3 		$1K Sell
16
-4
-20% -$364 ﹤0.01% 903
2019
Q2 		$2K Sell
20
-213
-91% -$18.6K ﹤0.01% 818
2019
Q1 		$20K Buy
233
+172
+282% +$14.2K ﹤0.01% 455
2018
Q4 		$5K Buy
61
+25
+69% +$1.97K ﹤0.01% 617
2018
Q3 		$3K Hold
36
– – ﹤0.01% 736
2018
Q2 		$3K Sell
36
-16
-31% -$1.23K ﹤0.01% 724
2018
Q1 		$4K Sell
52
-303
-85% -$23K ﹤0.01% 618
2017
Q4 		$29K Buy
355
+41
+13% +$3.33K ﹤0.01% 315
2017
Q3 		$25K Hold
314
– – ﹤0.01% 330
2017
Q2 		$25K Sell
314
-240
-43% -$19.1K ﹤0.01% 336
2017
Q1 		$44K Buy
554
+2
+0.4% +$156 ﹤0.01% 247
2016
Q4 		$42K Buy
552
+3
+0.5% +$228 ﹤0.01% 230
2016
Q3 		$44K Sell
549
-317
-37% -$26.2K ﹤0.01% 231
2016
Q2 		$71K Sell
866
-5,445
-86% -$427K 0.01% 175
2016
Q1 		$491K Sell
6,311
-187
-3% -$13.6K 0.06% 60
2015
Q4 		$488K Sell
6,498
-1,931
-23% -$144K 0.09% 57
2015
Q3 		$598K Buy
8,429
+3,056
+57% +$223K 0.21% 48
2015
Q2 		$383K Buy
5,373
+1,586
+42% +$120K 0.14% 65
2015
Q1 		$300K Buy
+3,787
New +$303K 0.11% 73
2014
Q4 		– Sell
-1,086
Closed -$75K – 126
2014
Q3 		$75K Buy
+1,086
New +$78.7K 0.03% 85

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

Allworth Financial's IYR Position: Q2 2026 in Review

Allworth Financial reduced its iShares US Real Estate ETF (IYR) stake by 11% in Q2 2026, selling an estimated $101K and leaving 7,865 shares worth $804K. The position accounts for ﹤0.01% of the portfolio, ranked #801.

Allworth Financial first reported a position in IYR in Q3 2014 and has held it in 47 quarters since. The position peaked at $38.5M in Q1 2022. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Allworth Financial held 7,865 shares of iShares US Real Estate ETF worth $804K as of Q2 2026.
  • Allworth Financial sold 991 iShares US Real Estate ETF shares in Q2 2026, an estimated $101K.
  • iShares US Real Estate ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #801 holding.
  • Allworth Financial first reported a position in iShares US Real Estate ETF in Q3 2014 and has held it in 47 quarters since.
  • Allworth Financial's iShares US Real Estate ETF position peaked at $38.5M in Q1 2022.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.