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

Atomi Financial 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 		$284K Sell
2,780
-5
-0.2% -$507 0.01% 1059
2026
Q1 		$263K Hold
2,785
– – 0.01% 1024
2025
Q4 		$261K Sell
2,785
-1,172
-30% -$112K 0.01% 1011
2025
Q3 		$384K Buy
3,957
+24
+0.6% +$2.31K 0.01% 765
2025
Q2 		$373K Buy
+3,933
New +$367K 0.01% 710

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

Atomi Financial Group's IYR Position: Q2 2026 in Review

Atomi Financial Group reduced its iShares US Real Estate ETF (IYR) stake by 0.18% in Q2 2026, selling an estimated $507 and leaving 2,780 shares worth $284K. The position accounts for 0.01% of the portfolio, ranked #1059.

Atomi Financial Group first reported a position in IYR in Q2 2025 and has held it in 5 quarters since. The position peaked at $384K in Q3 2025. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Atomi Financial Group held 2,780 shares of iShares US Real Estate ETF worth $284K as of Q2 2026.
  • Atomi Financial Group sold 5 iShares US Real Estate ETF shares in Q2 2026, an estimated $507.
  • iShares US Real Estate ETF made up 0.01% of Atomi Financial Group's portfolio in Q2 2026, its #1059 holding.
  • Atomi Financial Group first reported a position in iShares US Real Estate ETF in Q2 2025 and has held it in 5 quarters since.
  • Atomi Financial Group's iShares US Real Estate ETF position peaked at $384K in Q3 2025.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.