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Continuum Advisory’s iShares US Real Estate ETF IYR Stock Holding History

Continuum Advisory’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 		$115K Buy
+1,123
New +$114K 0.01% 613
2025
Q2 		– Sell
-55
Closed -$5.27K – 1020
2025
Q1 		$5.27K Buy
+55
New +$5.23K ﹤0.01% 1102

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

Continuum Advisory's IYR Position: Q2 2026 in Review

Continuum Advisory opened a new position in iShares US Real Estate ETF (IYR) in Q2 2026: 1,123 shares worth $115K. The stake represents 0.01% of the portfolio and ranks #613 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in IYR as recently as Q1 2025.

Continuum Advisory first reported a position in IYR in Q1 2025 and has held it in 2 quarters since. 487 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Continuum Advisory held 1,123 shares of iShares US Real Estate ETF worth $115K as of Q2 2026.
  • iShares US Real Estate ETF was a new Continuum Advisory position in Q2 2026.
  • iShares US Real Estate ETF made up 0.01% of Continuum Advisory's portfolio in Q2 2026, its #613 holding.
  • Continuum Advisory first reported a position in iShares US Real Estate ETF in Q1 2025 and has held it in 2 quarters since.
  • 487 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.