B. Riley Wealth Advisors’s iShares US Real Estate ETF IYR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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
WI
CBU
IMPI
B. Riley Wealth Advisors's IYR Position: Q1 2026 in Review
B. Riley Wealth Advisors sold out of iShares US Real Estate ETF (IYR) in Q1 2026, closing a stake of 10,161 shares — an estimated $954K sold.
B. Riley Wealth Advisors first reported a position in IYR in Q2 2013 and held it in 27 quarters. The position peaked at $3.67M in Q3 2024. 460 funds tracked by Wall St. Rank hold IYR as of Q1 2026.
- B. Riley Wealth Advisors reported no remaining iShares US Real Estate ETF position as of Q1 2026 after selling out during the quarter.
- B. Riley Wealth Advisors sold 10,161 iShares US Real Estate ETF shares in Q1 2026, an estimated $954K.
- B. Riley Wealth Advisors first reported a position in iShares US Real Estate ETF in Q2 2013 and held it in 27 quarters.
- B. Riley Wealth Advisors's iShares US Real Estate ETF position peaked at $3.67M in Q3 2024.
- 460 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2026.
Based on B. Riley Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.