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

Castle 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 		$370K Buy
3,619
+1
+0% +$101 0.11% 102
2026
Q1 		$342K Hold
3,618
– – 0.11% 99
2025
Q4 		$340K Buy
3,618
+1
+0% +$95 0.11% 97
2025
Q3 		$351K Buy
3,617
+1
+0% +$96 0.12% 94
2025
Q2 		$343K Sell
3,616
-1,382
-28% -$129K 0.12% 94
2025
Q1 		$479K Hold
4,998
– – 0.19% 76
2024
Q4 		$465K Buy
4,998
+1
+0% +$99 0.18% 80
2024
Q3 		$509K Buy
4,997
+1
+0% +$96 0.2% 74
2024
Q2 		$438K Buy
4,996
+1
+0% +$86 0.21% 84
2024
Q1 		$449K Hold
4,995
– – 0.23% 86
2023
Q4 		$457K Sell
4,995
-10
-0.2% -$819 0.27% 82
2023
Q3 		$395K Hold
5,005
– – 0.28% 73
2023
Q2 		$433K Sell
5,005
-390
-7% -$32.8K 0.3% 70
2023
Q1 		$458K Sell
5,395
-1,330
-20% -$116K 0.35% 64
2022
Q4 		$566K Buy
6,725
+2,575
+62% +$216K 0.36% 56
2022
Q3 		$338K Hold
4,150
– – 0.21% 78
2022
Q2 		$382K Buy
+4,150
New +$414K 0.22% 73

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

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

Castle Wealth Management increased its iShares US Real Estate ETF (IYR) stake by 0.03% in Q2 2026, buying an estimated $101 and bringing the position to 3,619 shares worth $370K. The position accounts for 0.11% of the portfolio, ranked #102.

Castle Wealth Management first reported a position in IYR in Q2 2022 and has held it in 17 quarters since. The position peaked at $566K in Q4 2022. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Castle Wealth Management held 3,619 shares of iShares US Real Estate ETF worth $370K as of Q2 2026.
  • Castle Wealth Management bought 1 iShares US Real Estate ETF share in Q2 2026, an estimated $101.
  • iShares US Real Estate ETF made up 0.11% of Castle Wealth Management's portfolio in Q2 2026, its #102 holding.
  • Castle Wealth Management first reported a position in iShares US Real Estate ETF in Q2 2022 and has held it in 17 quarters since.
  • Castle Wealth Management's iShares US Real Estate ETF position peaked at $566K in Q4 2022.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Castle Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.