CWP
IYR icon

CFM Wealth Partners’s iShares US Real Estate ETF IYR Stock Holding History

CFM Wealth Partners’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 		$523K Hold
5,118
– – 0.07% 99
2026
Q1 		$484K Sell
5,118
-67
-1% -$6.51K 0.07% 105
2025
Q4 		$487K Buy
5,185
+15
+0.3% +$1.43K 0.07% 103
2025
Q3 		$502K Hold
5,170
– – 0.07% 101
2025
Q2 		$490K Buy
5,170
+159
+3% +$14.8K 0.08% 97
2025
Q1 		$480K Buy
5,011
+352
+8% +$33.5K 0.08% 98
2024
Q4 		$434K Buy
4,659
+38
+0.8% +$3.75K 0.07% 101
2024
Q3 		$471K Hold
4,621
– – 0.08% 103
2024
Q2 		$405K Sell
4,621
-2,987
-39% -$256K 0.07% 110
2024
Q1 		$684K Sell
7,608
-1,725
-18% -$153K 0.14% 92
2023
Q4 		$853K Buy
+9,333
New +$764K 0.19% 83
2022
Q2 		– Sell
-2,053
Closed -$222K – 176
2022
Q1 		$222K Sell
2,053
-29
-1% -$3.06K 0.05% 175
2021
Q4 		$240K Hold
2,082
– – 0.05% 161
2021
Q3 		$213K Hold
2,082
– – 0.05% 175
2021
Q2 		$212K Buy
+2,082
New +$207K 0.06% 167
2020
Q3 		– Sell
-2,521
Closed -$198K – 317
2020
Q2 		$198K Hold
2,521
– – 0.08% 145
2020
Q1 		$175K Sell
2,521
-494
-16% -$43.7K 0.08% 143
2019
Q4 		$287K Buy
+3,015
New +$280K 0.11% 121

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

CFM Wealth Partners's IYR Position: Q2 2026 in Review

CFM Wealth Partners held its iShares US Real Estate ETF (IYR) position steady in Q2 2026 at 5,118 shares worth $523K. The position accounts for 0.07% of the portfolio, ranked #99.

CFM Wealth Partners first reported a position in IYR in Q4 2019 and has held it in 18 quarters since. The position peaked at $853K in Q4 2023. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • CFM Wealth Partners held 5,118 shares of iShares US Real Estate ETF worth $523K as of Q2 2026.
  • CFM Wealth Partners left its iShares US Real Estate ETF share count unchanged in Q2 2026.
  • iShares US Real Estate ETF made up 0.07% of CFM Wealth Partners's portfolio in Q2 2026, its #99 holding.
  • CFM Wealth Partners first reported a position in iShares US Real Estate ETF in Q4 2019 and has held it in 18 quarters since.
  • CFM Wealth Partners's iShares US Real Estate ETF position peaked at $853K in Q4 2023.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on CFM Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.