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

Centaurus Financial’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
Q1 		– Sell
-11,028
Closed -$1.03M – 1099
2025
Q4 		$1.03M Sell
11,028
-34
-0.3% -$3.24K 0.05% 337
2025
Q3 		$1.07M Buy
11,062
+116
+1% +$11.2K 0.05% 314
2025
Q2 		$1.04M Buy
10,946
+37
+0.3% +$3.45K 0.06% 298
2025
Q1 		$1.04M Sell
10,909
-40,571
-79% -$3.86M 0.06% 272
2024
Q4 		$4.79M Buy
+51,480
New +$5.07M 0.29% 75
2022
Q2 		– Sell
-2,690
Closed -$291K – 880
2022
Q1 		$291K Sell
2,690
-641
-19% -$67.7K 0.02% 554
2021
Q4 		$387K Sell
3,331
-6,807
-67% -$746K 0.03% 508
2021
Q3 		$1.04M Buy
+10,138
New +$1.08M 0.09% 266
2020
Q1 		– Sell
-5,949
Closed -$554K – 584
2019
Q4 		$554K Buy
5,949
+953
+19% +$88.4K 0.08% 285
2019
Q3 		$467K Buy
+4,996
New +$455K 0.07% 281
2019
Q1 		– Sell
-1,217
Closed -$16 – 565
2018
Q4 		$16 Buy
1,217
+1,212
+24,240% +$95.2K 0.11% 145
2018
Q3 		$376 Buy
+5
New +$408 0.07% 277

Other funds holding IYR

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
IMPI
Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Centaurus Financial's IYR Position: Q1 2026 in Review

Centaurus Financial sold out of iShares US Real Estate ETF (IYR) in Q1 2026, closing a stake of 11,028 shares — an estimated $1.03M sold.

Centaurus Financial first reported a position in IYR in Q3 2018 and held it in 12 quarters. The position peaked at $4.79M in Q4 2024. 458 funds tracked by Wall St. Rank hold IYR as of Q1 2026.

  • Centaurus Financial reported no remaining iShares US Real Estate ETF position as of Q1 2026 after selling out during the quarter.
  • Centaurus Financial sold 11,028 iShares US Real Estate ETF shares in Q1 2026, an estimated $1.03M.
  • Centaurus Financial first reported a position in iShares US Real Estate ETF in Q3 2018 and held it in 12 quarters.
  • Centaurus Financial's iShares US Real Estate ETF position peaked at $4.79M in Q4 2024.
  • 458 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2026.

Based on Centaurus Financial's 13F filing for Q1 2026, filed 18 May 2026.