Bogart Wealth LLC’s iShares US Real Estate ETF IYR Stock Holding History

Bogart Wealth LLC’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	$511	Hold	5	–	–	﹤0.01%	1794
2026 Q1	$473	Hold	5	–	–	﹤0.01%	1607
2025 Q4	$469	Sell	5 -75	-94%	-$7.15K	﹤0.01%	1489
2025 Q3	$7.81K	Hold	80	–	–	﹤0.01%	877
2025 Q2	$7.63K	Hold	80	–	–	﹤0.01%	844
2025 Q1	$7.71K	Hold	80	–	–	﹤0.01%	816
2024 Q4	$7.49K	Hold	80	–	–	﹤0.01%	798
2024 Q3	$8.2K	Buy	80 +5	+7%	+$482	﹤0.01%	736
2024 Q2	$6.62K	Hold	75	–	–	﹤0.01%	730
2024 Q1	$6.79K	Hold	75	–	–	﹤0.01%	707
2023 Q4	$6.9K	Hold	75	–	–	﹤0.01%	688
2023 Q3	$5.9K	Hold	75	–	–	﹤0.01%	689
2023 Q2	$6.53K	Hold	75	–	–	﹤0.01%	653
2023 Q1	$6.41K	Hold	75	–	–	﹤0.01%	664
2022 Q4	$6.36K	Hold	75	–	–	﹤0.01%	622
2022 Q3	$6K	Hold	75	–	–	﹤0.01%	654
2022 Q2	$7K	Hold	75	–	–	﹤0.01%	590
2022 Q1	$8K	Sell	75 -58	-44%	-$6.12K	﹤0.01%	521
2021 Q4	$16K	Hold	133	–	–	﹤0.01%	407
2021 Q3	$14K	Buy	133 +26	+24%	+$2.77K	﹤0.01%	413
2021 Q2	$11K	Buy	107 +75	+234%	+$7.45K	﹤0.01%	435
2021 Q1	$3K	Buy	+32	New	+$2.81K	﹤0.01%	523

Other funds holding IYR

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

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

Bogart Wealth LLC's IYR Position: Q2 2026 in Review

Bogart Wealth LLC held its iShares US Real Estate ETF (IYR) position steady in Q2 2026 at 5 shares worth $511. The position accounts for ﹤0.01% of the portfolio, ranked #1794.

Bogart Wealth LLC first reported a position in IYR in Q1 2021 and has held it in 22 quarters since. The position peaked at $16K in Q4 2021. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

Bogart Wealth LLC held 5 shares of iShares US Real Estate ETF worth $511 as of Q2 2026.
Bogart Wealth LLC left its iShares US Real Estate ETF share count unchanged in Q2 2026.
iShares US Real Estate ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1794 holding.
Bogart Wealth LLC first reported a position in iShares US Real Estate ETF in Q1 2021 and has held it in 22 quarters since.
Bogart Wealth LLC's iShares US Real Estate ETF position peaked at $16K in Q4 2021.
486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.