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

Concord 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 		$18.2K Buy
+178
New +$18.1K ﹤0.01% 486
2026
Q1 		– Sell
-177
Closed -$16.6K – 510
2025
Q4 		$16.6K Sell
177
-173
-49% -$16.5K ﹤0.01% 469
2025
Q3 		$34K Hold
350
– – ﹤0.01% 390
2025
Q2 		$33.2K Sell
350
-2
-0.6% -$187 ﹤0.01% 393
2025
Q1 		$33.7K Buy
352
+1
+0.3% +$95 0.01% 377
2024
Q4 		$32.7K Sell
351
-2
-0.6% -$197 0.01% 392
2024
Q3 		$36K Sell
353
-3
-0.8% -$289 0.01% 384
2024
Q2 		$31.2K Hold
356
– – 0.01% 367
2024
Q1 		$32K Buy
356
+1
+0.3% +$88 0.01% 422
2023
Q4 		$32.5K Buy
355
+7
+2% +$573 0.01% 417
2023
Q3 		$27.2K Hold
348
– – 0.01% 464
2023
Q2 		$30.1K Buy
348
+2
+0.6% +$168 0.01% 440
2023
Q1 		$29.4K Sell
346
-36
-9% -$3.15K 0.01% 428
2022
Q4 		$32.2K Buy
+382
New +$32.1K 0.01% 460
2022
Q3 		– Sell
-338
Closed -$31K – 658
2022
Q2 		$31K Buy
338
+2
+0.6% +$199 0.01% 449
2022
Q1 		$36K Buy
336
+1
+0.3% +$106 0.01% 489
2021
Q4 		$39K Buy
+335
New +$36.7K 0.01% 497

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

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

Concord Wealth Partners opened a new position in iShares US Real Estate ETF (IYR) in Q2 2026: 178 shares worth $18.2K. The stake represents ﹤0.01% of the portfolio and ranks #486 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in IYR as recently as Q4 2025.

Concord Wealth Partners first reported a position in IYR in Q4 2021 and has held it in 17 quarters since. The position peaked at $39K in Q4 2021. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Concord Wealth Partners held 178 shares of iShares US Real Estate ETF worth $18.2K as of Q2 2026.
  • iShares US Real Estate ETF was a new Concord Wealth Partners position in Q2 2026.
  • iShares US Real Estate ETF made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #486 holding.
  • Concord Wealth Partners first reported a position in iShares US Real Estate ETF in Q4 2021 and has held it in 17 quarters since.
  • Concord Wealth Partners's iShares US Real Estate ETF position peaked at $39K in Q4 2021.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.