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

Axxcess Wealth Management’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 		$3.31M Buy
32,390
+2,299
+8% +$233K 0.05% 311
2026
Q1 		$2.85M Sell
30,091
-418
-1% -$40.6K 0.09% 167
2025
Q4 		$2.86M Buy
30,509
+7,316
+32% +$697K 0.05% 309
2025
Q3 		$2.25M Hold
23,193
– – 0.05% 292
2025
Q2 		$2.2M Buy
23,193
+3
+0% +$280 0.05% 270
2025
Q1 		$2.22M Sell
23,190
-769
-3% -$73.1K 0.06% 248
2024
Q4 		$2.23M Buy
+23,959
New +$2.36M 0.05% 253

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

Axxcess Wealth Management's IYR Position: Q2 2026 in Review

Axxcess Wealth Management increased its iShares US Real Estate ETF (IYR) stake by 7.6% in Q2 2026, buying an estimated $233K and bringing the position to 32,390 shares worth $3.31M. The position accounts for 0.05% of the portfolio, ranked #311.

Axxcess Wealth Management first reported a position in IYR in Q4 2024 and has held it in 7 quarters since. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Axxcess Wealth Management held 32,390 shares of iShares US Real Estate ETF worth $3.31M as of Q2 2026.
  • Axxcess Wealth Management bought 2,299 iShares US Real Estate ETF shares in Q2 2026, an estimated $233K.
  • iShares US Real Estate ETF made up 0.05% of Axxcess Wealth Management's portfolio in Q2 2026, its #311 holding.
  • Axxcess Wealth Management first reported a position in iShares US Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.