Armstrong Advisory Group
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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
Q3 		$2.28K Sell
24
-1
-4% -$103 ﹤0.01% 917
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

WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Magnus Financial Group
Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return
DI
DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return
Financial Advisory Corporation
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return
Unique Wealth
Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return
Norden Group
Norden Group Provo, Utah $1.33B AUM 30.5% 1-Year Est. Return
Courier Capital
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
Matthew Goff Investment Advisor
Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return
CCM
Consolidated Capital Management Burbank, California $364M AUM 42.75% 1-Year Est. Return

Armstrong Advisory Group's IYR Position: Q3 2026 in Review

Armstrong Advisory Group reduced its iShares US Real Estate ETF (IYR) stake by 4% in Q3 2026, selling an estimated $103 and leaving 24 shares worth $2.28K. The position accounts for ﹤0.01% of the portfolio, ranked #917.

Armstrong Advisory Group first reported a position in IYR in Q2 2025 and has held it in 6 quarters since. The position peaked at $9.39K in Q4 2025. 123 funds tracked by Wall St. Rank hold IYR as of Q3 2026.

  • Armstrong Advisory Group held 24 shares of iShares US Real Estate ETF worth $2.28K as of Q3 2026.
  • Armstrong Advisory Group sold 1 iShares US Real Estate ETF share in Q3 2026, an estimated $103.
  • iShares US Real Estate ETF made up ﹤0.01% of Armstrong Advisory Group's portfolio in Q3 2026, its #917 holding.
  • Armstrong Advisory Group first reported a position in iShares US Real Estate ETF in Q2 2025 and has held it in 6 quarters since.
  • Armstrong Advisory Group's iShares US Real Estate ETF position peaked at $9.39K in Q4 2025.
  • 123 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2026.

Based on Armstrong Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.