Axos Invest’s iShares US Real Estate ETF IYR Stock Holding History

Axos Invest’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 Q1	–	Sell	-2,693	Closed	-$253K	–	21
2025 Q4	$253K	Sell	2,693 -1,149	-30%	-$110K	0.19%	21
2025 Q3	$373K	Sell	3,842 -1,503	-28%	-$145K	0.28%	17
2025 Q2	$507K	Sell	5,345 -362	-6%	-$33.8K	0.38%	16
2025 Q1	$546K	Sell	5,707 -286	-5%	-$27.2K	0.42%	15
2024 Q4	$558K	Sell	5,993 -416	-6%	-$41K	0.41%	16
2024 Q3	$653K	Buy	+6,409	New	+$617K	0.45%	16

Other funds holding IYR

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

IMPI

Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Axos Invest's IYR Position: Q1 2026 in Review

Axos Invest sold out of iShares US Real Estate ETF (IYR) in Q1 2026, closing a stake of 2,693 shares — an estimated $253K sold.

Axos Invest first reported a position in IYR in Q3 2024 and held it in 6 quarters. The position peaked at $653K in Q3 2024. 459 funds tracked by Wall St. Rank hold IYR as of Q1 2026.

Axos Invest reported no remaining iShares US Real Estate ETF position as of Q1 2026 after selling out during the quarter.
Axos Invest sold 2,693 iShares US Real Estate ETF shares in Q1 2026, an estimated $253K.
Axos Invest first reported a position in iShares US Real Estate ETF in Q3 2024 and held it in 6 quarters.
Axos Invest's iShares US Real Estate ETF position peaked at $653K in Q3 2024.
459 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2026.

Based on Axos Invest's 13F filing for Q1 2026, filed 12 May 2026.