BFM
IYR icon

Broadview Financial Management’s iShares US Real Estate ETF IYR Stock Holding History

Broadview Financial 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 		$2.12M Sell
20,724
-367
-2% -$37.2K 1.29% 19
2026
Q1 		$1.99M Buy
21,091
+411
+2% +$39.9K 1.36% 19
2025
Q4 		$1.94M Buy
20,680
+1,892
+10% +$180K 1.3% 20
2025
Q3 		$1.82M Buy
18,788
+164
+0.9% +$15.8K 1.23% 20
2025
Q2 		$1.76M Sell
18,624
-2,251
-11% -$210K 1.2% 21
2025
Q1 		$2M Sell
20,875
-1,286
-6% -$122K 1.49% 19
2024
Q4 		$2.06M Sell
22,161
-59
-0.3% -$5.82K 1.48% 20
2024
Q3 		$2.26M Sell
22,220
-502
-2% -$48.4K 1.53% 19
2024
Q2 		$1.99M Sell
22,722
-322
-1% -$27.6K 1.45% 19
2024
Q1 		$2.07M Buy
23,044
+3,436
+18% +$304K 1.51% 18
2023
Q4 		$1.79M Buy
19,608
+1,034
+6% +$84.7K 1.38% 19
2023
Q3 		$1.45M Sell
18,574
-898
-5% -$76.5K 1.34% 18
2023
Q2 		$1.69M Buy
19,472
+215
+1% +$18.1K 1.44% 18
2023
Q1 		$1.63M Buy
19,257
+293
+2% +$25.6K 1.43% 18
2022
Q4 		$1.6M Buy
18,964
+4,675
+33% +$393K 1.43% 17
2022
Q3 		$1.16M Buy
14,289
+183
+1% +$17.3K 1.17% 20
2022
Q2 		$1.3M Sell
14,106
-1,291
-8% -$129K 1.21% 19
2022
Q1 		$1.67M Sell
15,397
-107
-0.7% -$11.3K 1.23% 21
2021
Q4 		$1.8M Buy
15,504
+16
+0.1% +$1.75K 1.28% 19
2021
Q3 		$1.59M Sell
15,488
-1,005
-6% -$107K 1.23% 19
2021
Q2 		$1.68M Sell
16,493
-353
-2% -$35K 1.27% 19
2021
Q1 		$1.55M Sell
16,846
-203
-1% -$17.8K 1.2% 19
2020
Q4 		$1.46M Sell
17,049
-134
-0.8% -$11.2K 1.12% 20
2020
Q3 		$1.37M Sell
17,183
-3,436
-17% -$278K 1.16% 21
2020
Q2 		$1.63M Sell
20,619
-87
-0.4% -$6.59K 1.3% 19
2020
Q1 		$1.44M Buy
20,706
+721
+4% +$63.8K 1.29% 19
2019
Q4 		$1.86M Sell
19,985
-163
-0.8% -$15.1K 1.29% 20
2019
Q3 		$1.89M Sell
20,148
-410
-2% -$37.3K 1.4% 19
2019
Q2 		$1.79M Sell
20,558
-719
-3% -$62.9K 1.35% 19
2019
Q1 		$1.85M Sell
21,277
-129
-0.6% -$10.7K 1.44% 19
2018
Q4 		$1.6M Buy
21,406
+8,311
+63% +$653K 1.43% 18
2018
Q3 		$1.05M Buy
13,095
+69
+0.5% +$5.63K 0.94% 20
2018
Q2 		$1.05M Sell
13,026
-1,227
-9% -$94.5K 1.03% 21
2018
Q1 		$1.08M Sell
14,253
-69
-0.5% -$5.24K 1.06% 21
2017
Q4 		$1.16M Buy
+14,322
New +$1.16M 1.13% 20

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

Broadview Financial Management's IYR Position: Q2 2026 in Review

Broadview Financial Management reduced its iShares US Real Estate ETF (IYR) stake by 1.7% in Q2 2026, selling an estimated $37.2K and leaving 20,724 shares worth $2.12M. The position accounts for 1.29% of the portfolio, ranked #19.

Broadview Financial Management first reported a position in IYR in Q4 2017 and has held it in 35 quarters since. The position peaked at $2.26M in Q3 2024. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Broadview Financial Management held 20,724 shares of iShares US Real Estate ETF worth $2.12M as of Q2 2026.
  • Broadview Financial Management sold 367 iShares US Real Estate ETF shares in Q2 2026, an estimated $37.2K.
  • iShares US Real Estate ETF made up 1.29% of Broadview Financial Management's portfolio in Q2 2026, its #19 holding.
  • Broadview Financial Management first reported a position in iShares US Real Estate ETF in Q4 2017 and has held it in 35 quarters since.
  • Broadview Financial Management's iShares US Real Estate ETF position peaked at $2.26M in Q3 2024.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Broadview Financial Management's 13F filing for Q2 2026, filed 13 Aug 2026.