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Armstrong Advisory Group’s iShares US Real Estate ETF IYR Stock Holding History

Armstrong Advisory 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 		$2.56K Sell
25
-41
-62% -$4.16K ﹤0.01% 878
2026
Q1 		$6.24K Sell
66
-34
-34% -$3.3K ﹤0.01% 764
2025
Q4 		$9.39K Buy
100
+50
+100% +$4.76K ﹤0.01% 683
2025
Q3 		$4.85K Sell
50
-7
-12% -$674 ﹤0.01% 776
2025
Q2 		$5.4K Buy
+57
New +$5.32K ﹤0.01% 737

Other funds holding IYR

MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Armstrong Advisory Group's IYR Position: Q2 2026 in Review

Armstrong Advisory Group reduced its iShares US Real Estate ETF (IYR) stake by 62% in Q2 2026, selling an estimated $4.16K and leaving 25 shares worth $2.56K. The position accounts for ﹤0.01% of the portfolio, ranked #878.

Armstrong Advisory Group first reported a position in IYR in Q2 2025 and has held it in 5 quarters since. The position peaked at $9.39K in Q4 2025. 80 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Armstrong Advisory Group held 25 shares of iShares US Real Estate ETF worth $2.56K as of Q2 2026.
  • Armstrong Advisory Group sold 41 iShares US Real Estate ETF shares in Q2 2026, an estimated $4.16K.
  • iShares US Real Estate ETF made up ﹤0.01% of Armstrong Advisory Group's portfolio in Q2 2026, its #878 holding.
  • Armstrong Advisory Group first reported a position in iShares US Real Estate ETF in Q2 2025 and has held it in 5 quarters since.
  • Armstrong Advisory Group's iShares US Real Estate ETF position peaked at $9.39K in Q4 2025.
  • 80 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Armstrong Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.