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CarsonAllaria Wealth Management’s iShares US Real Estate ETF IYR Stock Holding History

CarsonAllaria Wealth 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 		$5.71M Buy
55,886
+1,782
+3% +$181K 2.48% 14
2026
Q1 		$5.12M Buy
54,104
+1,039
+2% +$101K 2.53% 14
2025
Q4 		$4.98M Buy
53,065
+3,426
+7% +$327K 2.47% 14
2025
Q3 		$4.82M Buy
49,639
+2,403
+5% +$231K 2.51% 14
2025
Q2 		$4.48M Buy
47,236
+15
+0% +$1.4K 2.4% 14
2025
Q1 		$4.52M Sell
47,221
-4,055
-8% -$386K 2.62% 13
2024
Q4 		$4.77M Sell
51,276
-582
-1% -$57.4K 2.73% 11
2024
Q3 		$5.28M Buy
51,858
+1,396
+3% +$134K 3.03% 9
2024
Q2 		$4.43M Buy
50,462
+4,971
+11% +$426K 2.71% 11
2024
Q1 		$4.09M Buy
45,491
+6,346
+16% +$561K 2.57% 12
2023
Q4 		$3.58M Buy
39,145
+3,878
+11% +$317K 2.56% 14
2023
Q3 		$2.76M Buy
35,267
+1,788
+5% +$152K 2.24% 15
2023
Q2 		$2.9M Buy
33,479
+1,461
+5% +$123K 2.28% 14
2023
Q1 		$2.72M Buy
32,018
+2,863
+10% +$250K 2.29% 14
2022
Q4 		$2.46M Buy
29,155
+340
+1% +$28.6K 2.15% 14
2022
Q3 		$2.35M Buy
28,815
+2,490
+9% +$236K 2.18% 14
2022
Q2 		$2.42M Buy
26,325
+1,038
+4% +$103K 2.26% 14
2022
Q1 		$2.74M Buy
25,287
+3,533
+16% +$373K 2.45% 13
2021
Q4 		$2.53M Buy
+21,754
New +$2.38M 2.23% 17

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

CarsonAllaria Wealth Management's IYR Position: Q2 2026 in Review

CarsonAllaria Wealth Management increased its iShares US Real Estate ETF (IYR) stake by 3.3% in Q2 2026, buying an estimated $181K and bringing the position to 55,886 shares worth $5.71M. The position accounts for 2.48% of the portfolio, ranked #14.

CarsonAllaria Wealth Management first reported a position in IYR in Q4 2021 and has held it in 19 quarters since. 487 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • CarsonAllaria Wealth Management held 55,886 shares of iShares US Real Estate ETF worth $5.71M as of Q2 2026.
  • CarsonAllaria Wealth Management bought 1,782 iShares US Real Estate ETF shares in Q2 2026, an estimated $181K.
  • iShares US Real Estate ETF made up 2.48% of CarsonAllaria Wealth Management's portfolio in Q2 2026, its #14 holding.
  • CarsonAllaria Wealth Management first reported a position in iShares US Real Estate ETF in Q4 2021 and has held it in 19 quarters since.
  • 487 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on CarsonAllaria Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.