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Cassaday & Co Wealth Management’s iShares US Real Estate ETF IYR Stock Holding History

Cassaday & Co 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 		$83.3K Hold
815
– – ﹤0.01% 524
2026
Q1 		$77.1K Buy
+815
New +$79.2K ﹤0.01% 521

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

Cassaday & Co Wealth Management's IYR Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its iShares US Real Estate ETF (IYR) position steady in Q2 2026 at 815 shares worth $83.3K. The position accounts for ﹤0.01% of the portfolio, ranked #524.

Cassaday & Co Wealth Management first reported a position in IYR in Q1 2026 and has held it in 2 quarters since. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Cassaday & Co Wealth Management held 815 shares of iShares US Real Estate ETF worth $83.3K as of Q2 2026.
  • Cassaday & Co Wealth Management left its iShares US Real Estate ETF share count unchanged in Q2 2026.
  • iShares US Real Estate ETF made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #524 holding.
  • Cassaday & Co Wealth Management first reported a position in iShares US Real Estate ETF in Q1 2026 and has held it in 2 quarters since.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.