Ameritas Advisory Services’s iShares US Real Estate ETF IYR Stock Holding History

Ameritas Advisory Services’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	$912K	Buy	8,921 +4,167	+88%	+$423K	0.02%	585
2026 Q1	$450K	Buy	4,754 +76	+2%	+$7.38K	0.02%	612
2025 Q4	$439K	Sell	4,678 -246	-5%	-$23.4K	0.02%	617
2025 Q3	$478K	Sell	4,924 -1,604	-25%	-$154K	0.03%	404
2025 Q2	$619K	Buy	6,528 +493	+8%	+$46K	0.03%	453
2025 Q1	$567K	Sell	6,035 -4	-0.1%	-$380	0.02%	544
2024 Q4	$562K	Buy	6,039 +2,159	+56%	+$213K	0.02%	562
2024 Q3	$395K	Sell	3,880 -1,300	-25%	-$125K	0.02%	605
2024 Q2	$455K	Buy	5,180 +1,752	+51%	+$150K	0.02%	609
2024 Q1	$293K	Buy	3,428 +666	+24%	+$58.9K	0.01%	718
2023 Q4	$251K	Buy	+2,762	New	+$226K	0.01%	602
2023 Q2	–	Sell	-2,415	Closed	-$204K	–	1580
2023 Q1	$204K	Buy	+2,415	New	+$211K	0.01%	768
2022 Q3	–	Sell	-4,585	Closed	-$422K	–	788
2022 Q2	$422K	Buy	+4,585	New	+$457K	0.02%	508

Other funds holding IYR

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

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

Ameritas Advisory Services's IYR Position: Q2 2026 in Review

Ameritas Advisory Services increased its iShares US Real Estate ETF (IYR) stake by 88% in Q2 2026, buying an estimated $423K and bringing the position to 8,921 shares worth $912K. The position accounts for 0.02% of the portfolio, ranked #585.

Ameritas Advisory Services first reported a position in IYR in Q2 2022 and has held it in 13 quarters since. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

Ameritas Advisory Services held 8,921 shares of iShares US Real Estate ETF worth $912K as of Q2 2026.
Ameritas Advisory Services bought 4,167 iShares US Real Estate ETF shares in Q2 2026, an estimated $423K.
iShares US Real Estate ETF made up 0.02% of Ameritas Advisory Services's portfolio in Q2 2026, its #585 holding.
Ameritas Advisory Services first reported a position in iShares US Real Estate ETF in Q2 2022 and has held it in 13 quarters since.
486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.