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

Avion Wealth’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	$7K	Hold	77	–	–	﹤0.01%	703
2026 Q1	$7K	Hold	77	–	–	﹤0.01%	580
2025 Q4	$7K	Sell	77 -67	-47%	-$6.39K	﹤0.01%	583
2025 Q3	$13K	Hold	144	–	–	﹤0.01%	423
2025 Q2	$13K	Hold	144	–	–	﹤0.01%	402
2025 Q1	$13K	Hold	144	–	–	﹤0.01%	347
2024 Q4	$13K	Hold	144	–	–	﹤0.01%	347
2024 Q3	$14K	Hold	144	–	–	﹤0.01%	310
2024 Q2	$12K	Hold	144	–	–	﹤0.01%	303
2024 Q1	$13K	Hold	144	–	–	﹤0.01%	273
2023 Q4	$13K	Hold	144	–	–	﹤0.01%	249
2023 Q3	$11K	Hold	144	–	–	﹤0.01%	262
2023 Q2	$12K	Hold	144	–	–	﹤0.01%	276
2023 Q1	$12K	Hold	144	–	–	﹤0.01%	252
2022 Q4	$11K	Hold	144	–	–	﹤0.01%	256
2022 Q3	$12K	Hold	144	–	–	﹤0.01%	253
2022 Q2	$13K	Hold	144	–	–	﹤0.01%	241
2022 Q1	$16K	Hold	144	–	–	﹤0.01%	192
2021 Q4	$17K	Hold	144	–	–	﹤0.01%	190
2021 Q3	$15K	Hold	144	–	–	﹤0.01%	201
2021 Q2	$15K	Hold	144	–	–	﹤0.01%	194
2021 Q1	$13K	Hold	144	–	–	﹤0.01%	199
2020 Q4	$12K	Hold	144	–	–	﹤0.01%	206
2020 Q3	$11K	Hold	144	–	–	﹤0.01%	175
2020 Q2	$11K	Hold	144	–	–	﹤0.01%	157
2020 Q1	$10K	Buy	+144	New	+$12.7K	﹤0.01%	156

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

Avion Wealth's IYR Position: Q2 2026 in Review

Avion Wealth held its iShares US Real Estate ETF (IYR) position steady in Q2 2026 at 77 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #703.

Avion Wealth first reported a position in IYR in Q1 2020 and has held it in 26 quarters since. The position peaked at $17K in Q4 2021. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

Avion Wealth held 77 shares of iShares US Real Estate ETF worth $7K as of Q2 2026.
Avion Wealth left its iShares US Real Estate ETF share count unchanged in Q2 2026.
iShares US Real Estate ETF made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #703 holding.
Avion Wealth first reported a position in iShares US Real Estate ETF in Q1 2020 and has held it in 26 quarters since.
Avion Wealth's iShares US Real Estate ETF position peaked at $17K in Q4 2021.
486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.