DDFG Inc’s iShares US Real Estate ETF IYR Stock Holding History

DDFG Inc’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	$18.2M	Buy	177,778 +78,753	+80%	+$7.99M	3.61%	9
2026 Q1	$9.36M	Buy	99,025 +6,504	+7%	+$632K	2.02%	18
2025 Q4	$8.69M	Buy	92,521 +2,080	+2%	+$198K	1.9%	17
2025 Q3	$8.78M	Buy	+90,441	New	+$8.7M	2.03%	16

Other funds holding IYR

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

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

DDFG Inc's IYR Position: Q2 2026 in Review

DDFG Inc increased its iShares US Real Estate ETF (IYR) stake by 80% in Q2 2026, buying an estimated $7.99M and bringing the position to 177,778 shares worth $18.2M. The position accounts for 3.61% of the portfolio, ranked #9.

DDFG Inc first reported a position in IYR in Q3 2025 and has held it in 4 quarters since. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

DDFG Inc held 177,778 shares of iShares US Real Estate ETF worth $18.2M as of Q2 2026.
DDFG Inc bought 78,753 iShares US Real Estate ETF shares in Q2 2026, an estimated $7.99M.
iShares US Real Estate ETF made up 3.61% of DDFG Inc's portfolio in Q2 2026, its #9 holding.
DDFG Inc first reported a position in iShares US Real Estate ETF in Q3 2025 and has held it in 4 quarters since.
486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on DDFG Inc's 13F filing for Q2 2026, filed 28 Jul 2026.