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Arkadios Wealth Advisors’s iShares US Real Estate ETF IYR Stock Holding History

Arkadios Wealth Advisors’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 		$414K Buy
4,047
+954
+31% +$96.8K 0.01% 1222
2026
Q1 		$292K Buy
+3,093
New +$300K ﹤0.01% 1368
2025
Q4 		– Sell
-2,809
Closed -$273K – 1617
2025
Q3 		$273K Buy
2,809
+110
+4% +$10.6K 0.01% 1195
2025
Q2 		$256K Buy
2,699
+161
+6% +$15K 0.01% 1113
2025
Q1 		$243K Buy
+2,538
New +$241K 0.01% 984
2024
Q4 		– Sell
-2,014
Closed -$205K – 974
2024
Q3 		$205K Buy
+2,014
New +$194K 0.01% 837
2024
Q2 		– Sell
-2,300
Closed -$207K – 891
2024
Q1 		$207K Buy
2,300
+76
+3% +$6.72K 0.02% 647
2023
Q4 		$203K Buy
+2,224
New +$182K 0.02% 645
2022
Q2 		– Sell
-2,076
Closed -$225K – 578
2022
Q1 		$225K Buy
2,076
+53
+3% +$5.59K 0.03% 503
2021
Q4 		$235K Buy
2,023
+329
+19% +$36K 0.03% 507
2021
Q3 		$173K Buy
1,694
+2
+0.1% +$213 0.02% 545
2021
Q2 		$172K Buy
1,692
+1,224
+262% +$122K 0.02% 574
2021
Q1 		$43K Buy
+468
New +$41.1K 0.01% 728
2020
Q1 		– Sell
-115
Closed -$11.4K – 1251
2019
Q4 		$11.4K Buy
+115
New +$10.7K 0.01% 565

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

Arkadios Wealth Advisors's IYR Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its iShares US Real Estate ETF (IYR) stake by 31% in Q2 2026, buying an estimated $96.8K and bringing the position to 4,047 shares worth $414K. The position accounts for 0.01% of the portfolio, ranked #1222.

Arkadios Wealth Advisors first reported a position in IYR in Q4 2019 and has held it in 14 quarters since. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Arkadios Wealth Advisors held 4,047 shares of iShares US Real Estate ETF worth $414K as of Q2 2026.
  • Arkadios Wealth Advisors bought 954 iShares US Real Estate ETF shares in Q2 2026, an estimated $96.8K.
  • iShares US Real Estate ETF made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1222 holding.
  • Arkadios Wealth Advisors first reported a position in iShares US Real Estate ETF in Q4 2019 and has held it in 14 quarters since.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.