BlueSky 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 |
-9,869
| Closed | -$927K | – | 117 |
|
|
2025
Q4 | $927K | Sell |
9,869
-740
| -7% | -$70.5K | 0.12% | 44 |
|
|
2025
Q3 | $1.03M | Sell |
10,609
-4
| -0% | -$385 | 0.14% | 43 |
|
|
2025
Q2 | $1.01M | Sell |
10,613
-292
| -3% | -$27.2K | 0.15% | 42 |
|
|
2025
Q1 | $1.04M | Sell |
10,905
-1,386
| -11% | -$132K | 0.16% | 41 |
|
|
2024
Q4 | $1.14M | Sell |
12,291
-2,586
| -17% | -$255K | 0.18% | 41 |
|
|
2024
Q3 | $1.52M | Sell |
14,877
-105
| -0.7% | -$10.1K | 0.24% | 38 |
|
|
2024
Q2 | $1.31M | Sell |
14,982
-578
| -4% | -$49.6K | 0.22% | 40 |
|
|
2024
Q1 | $1.4M | Sell |
15,560
-12
| -0.1% | -$1.06K | 1.09% | 15 |
|
|
2023
Q4 | $1.42M | Sell |
15,572
-224
| -1% | -$18.3K | 0.26% | 35 |
|
|
2023
Q3 | $1.23M | Sell |
15,796
-66
| -0.4% | -$5.63K | 0.25% | 36 |
|
|
2023
Q2 | $1.37M | Sell |
15,862
-930
| -6% | -$78.1K | 0.28% | 36 |
|
|
2023
Q1 | $1.43M | Sell |
16,792
-465
| -3% | -$40.7K | 0.29% | 36 |
|
|
2022
Q4 | $1.45M | Sell |
17,257
-982
| -5% | -$82.5K | 0.32% | 34 |
|
|
2022
Q3 | $1.49M | Sell |
18,239
-1,924
| -10% | -$182K | 0.34% | 32 |
|
|
2022
Q2 | $1.85M | Sell |
20,163
-4,470
| -18% | -$446K | 0.41% | 31 |
|
|
2022
Q1 | $2.67M | Sell |
24,633
-461
| -2% | -$48.7K | 0.52% | 29 |
|
|
2021
Q4 | $2.91M | Sell |
25,094
-3,192
| -11% | -$350K | 0.54% | 26 |
|
|
2021
Q3 | $2.9M | Sell |
28,286
-899
| -3% | -$95.7K | 0.57% | 22 |
|
|
2021
Q2 | $3.08M | Sell |
29,185
-160
| -0.5% | -$15.9K | 0.6% | 22 |
|
|
2021
Q1 | $2.77M | Hold |
29,345
| – | – | 0.63% | 21 |
|
|
2020
Q4 | $2.51M | Sell |
29,345
-259
| -0.9% | -$21.6K | 0.61% | 22 |
|
|
2020
Q3 | $2.45M | Sell |
29,604
-1,440
| -5% | -$116K | 0.64% | 20 |
|
|
2020
Q2 | $2.45M | Sell |
31,044
-3,633
| -10% | -$275K | 0.7% | 20 |
|
|
2020
Q1 | $2.41M | Buy |
34,677
+661
| +2% | +$58.5K | 0.89% | 21 |
|
|
2019
Q4 | $3.13M | Sell |
34,016
-539
| -2% | -$50K | 1.02% | 24 |
|
|
2019
Q3 | $3.22M | Sell |
34,555
-2,347
| -6% | -$214K | 1.11% | 22 |
|
|
2019
Q2 | $3.22M | Sell |
36,902
-948
| -3% | -$83K | 1.15% | 21 |
|
|
2019
Q1 | $3.29M | Sell |
37,850
-40
| -0.1% | -$3.31K | 1.19% | 22 |
|
|
2018
Q4 | $3.01M | Sell |
37,890
-1,692
| -4% | -$133K | 1.18% | 22 |
|
|
2018
Q3 | $3.13M | Buy |
39,582
+1,414
| +4% | +$115K | 1.19% | 20 |
|
|
2018
Q2 | $3.08M | Sell |
38,168
-191
| -0.5% | -$14.7K | 1.18% | 20 |
|
|
2018
Q1 | $2.9M | Sell |
38,359
-1,563
| -4% | -$119K | 1.11% | 21 |
|
|
2017
Q4 | $3.23M | Buy |
39,922
+261
| +0.7% | +$21.2K | 1.34% | 20 |
|
|
2017
Q3 | $3.17M | Buy |
39,661
+68
| +0.2% | +$5.46K | 1.37% | 20 |
|
|
2017
Q2 | $3.16M | Sell |
39,593
-572
| -1% | -$45.5K | 1.46% | 20 |
|
|
2017
Q1 | $3.15M | Sell |
40,165
-2,056
| -5% | -$160K | 1.51% | 20 |
|
|
2016
Q4 | $3.25M | Buy |
+42,221
| New | +$3.21M | 1.59% | 20 |
|
Other funds holding IYR
WI
CBU
IMPI
BlueSky Wealth Advisors's IYR Position: Q1 2026 in Review
BlueSky Wealth Advisors sold out of iShares US Real Estate ETF (IYR) in Q1 2026, closing a stake of 9,869 shares — an estimated $927K sold.
BlueSky Wealth Advisors first reported a position in IYR in Q4 2016 and held it in 37 quarters. The position peaked at $3.29M in Q1 2019. 458 funds tracked by Wall St. Rank hold IYR as of Q1 2026.
- BlueSky Wealth Advisors reported no remaining iShares US Real Estate ETF position as of Q1 2026 after selling out during the quarter.
- BlueSky Wealth Advisors sold 9,869 iShares US Real Estate ETF shares in Q1 2026, an estimated $927K.
- BlueSky Wealth Advisors first reported a position in iShares US Real Estate ETF in Q4 2016 and held it in 37 quarters.
- BlueSky Wealth Advisors's iShares US Real Estate ETF position peaked at $3.29M in Q1 2019.
- 458 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2026.
Based on BlueSky Wealth Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.