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B. Riley Wealth Advisors’s iShares US Real Estate ETF IYR Stock Holding History

B. Riley Wealth Advisors’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 		$899K Buy
+9,464
New +$973K 0.04% 414
2026
Q1 		– Sell
-10,161
Closed -$954K – 1021
2025
Q4 		$954K Buy
10,161
+380
+4% +$36.2K 0.04% 356
2025
Q3 		$950K Sell
9,781
-705
-7% -$67.8K 0.04% 353
2025
Q2 		$994K Sell
10,486
-8,055
-43% -$752K 0.05% 357
2025
Q1 		$1.78M Buy
18,541
+7,572
+69% +$720K 0.05% 352
2024
Q4 		$1.02M Sell
10,969
-25,395
-70% -$2.5M 0.03% 441
2024
Q3 		$3.67M Buy
+36,364
New +$3.5M 0.1% 198
2024
Q2 		– Sell
-2,980
Closed -$236K – 1504
2024
Q1 		$236K Buy
2,980
+519
+21% +$45.9K 0.01% 1176
2023
Q4 		$225K Sell
2,461
-519
-17% -$42.5K 0.01% 1198
2023
Q3 		$236K Buy
2,980
+562
+23% +$47.9K 0.01% 1176
2023
Q2 		$209K Sell
2,418
-1,630
-40% -$137K ﹤0.01% 1337
2023
Q1 		$344K Buy
4,048
+1,646
+69% +$144K 0.01% 997
2022
Q4 		$202K Sell
2,402
-4,196
-64% -$352K 0.01% 1261
2022
Q3 		$538K Buy
+6,598
New +$625K 0.02% 723
2022
Q2 		– Sell
-2,271
Closed -$246K – 1305
2022
Q1 		$246K Sell
2,271
-17,341
-88% -$1.83M 0.01% 1106
2021
Q4 		$2.28M Buy
19,612
+971
+5% +$106K 0.07% 325
2021
Q3 		$1.91M Buy
18,641
+15,706
+535% +$1.67M 0.06% 346
2021
Q2 		$300K Buy
2,935
+19
+0.7% +$1.89K 0.01% 1021
2021
Q1 		$269K Sell
2,916
-414
-12% -$36.3K 0.01% 1054
2020
Q4 		$286K Sell
3,330
-2,276
-41% -$189K 0.02% 782
2020
Q3 		$446K Buy
5,606
+2,108
+60% +$170K 0.02% 574
2020
Q2 		$276K Buy
+3,498
New +$265K 0.02% 658
2015
Q1 		– Sell
-1,022
Closed -$78K – 1288
2014
Q4 		$78K Buy
+1,022
New +$76.4K ﹤0.01% 1851
2014
Q3 		– Sell
-820
Closed -$58.9K – 1283
2014
Q2 		$58.9K Sell
820
-1,524
-65% -$107K 0.01% 961
2014
Q1 		$159K Sell
2,344
-2,136
-48% -$142K 0.05% 461
2013
Q4 		$283K Buy
4,480
+490
+12% +$31.6K 0.09% 250
2013
Q3 		$255K Sell
3,990
-4,289
-52% -$280K 0.09% 263
2013
Q2 		$550K Buy
+8,279
New +$585K 0.19% 138

Other funds holding IYR

MGIA
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
FAM
Forte Asset Management Bedford, New York $248M AUM 12.03% 1-Year Est. Return
FFC
First Financial Corp Terre Haute, Indiana $284M AUM 22.27% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

B. Riley Wealth Advisors's IYR Position: Q3 2026 in Review

B. Riley Wealth Advisors opened a new position in iShares US Real Estate ETF (IYR) in Q3 2026: 9,464 shares worth $899K. The stake represents 0.04% of the portfolio and ranks #414 among its holdings. This is a return to the name: B. Riley Wealth Advisors previously reported a position in IYR as recently as Q4 2025.

B. Riley Wealth Advisors first reported a position in IYR in Q2 2013 and has held it in 28 quarters since. The position peaked at $3.67M in Q3 2024. 32 funds tracked by Wall St. Rank hold IYR as of Q3 2026.

  • B. Riley Wealth Advisors held 9,464 shares of iShares US Real Estate ETF worth $899K as of Q3 2026.
  • iShares US Real Estate ETF was a new B. Riley Wealth Advisors position in Q3 2026.
  • iShares US Real Estate ETF made up 0.04% of B. Riley Wealth Advisors's portfolio in Q3 2026, its #414 holding.
  • B. Riley Wealth Advisors first reported a position in iShares US Real Estate ETF in Q2 2013 and has held it in 28 quarters since.
  • B. Riley Wealth Advisors's iShares US Real Estate ETF position peaked at $3.67M in Q3 2024.
  • 32 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.