DFA
IYRI

DHJJ Financial Advisors’s NEOS Real Estate High Income ETF IYRI Stock Holding History

DHJJ Financial Advisors’s Portfolio IYRI Stock Details IYRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$50 Hold
1
– – ﹤0.01% 1069
2026
Q1 		$48 Hold
1
– – ﹤0.01% 1067
2025
Q4 		$49 Hold
1
– – ﹤0.01% 1023
2025
Q3 		$51 Buy
+1
New +$50 ﹤0.01% 985

Other funds holding IYRI

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
CCIA
Cherry Creek Investment Advisors Englewood, Colorado $254M AUM 33.86% 1-Year Est. Return
CPL
CAP Partners LLC Franklin, Tennessee $204M AUM 21.73% 1-Year Est. Return
HNWAG
High Net Worth Advisory Group Naples, Florida $471M AUM 22.07% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

DHJJ Financial Advisors's IYRI Position: Q2 2026 in Review

DHJJ Financial Advisors held its NEOS Real Estate High Income ETF (IYRI) position steady in Q2 2026 at 1 share worth $50. The position accounts for ﹤0.01% of the portfolio, ranked #1069.

DHJJ Financial Advisors first reported a position in IYRI in Q3 2025 and has held it in 4 quarters since. The position peaked at $51 in Q3 2025. 23 funds tracked by Wall St. Rank hold IYRI as of Q2 2026.

  • DHJJ Financial Advisors held 1 share of NEOS Real Estate High Income ETF worth $50 as of Q2 2026.
  • DHJJ Financial Advisors left its NEOS Real Estate High Income ETF share count unchanged in Q2 2026.
  • NEOS Real Estate High Income ETF made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #1069 holding.
  • DHJJ Financial Advisors first reported a position in NEOS Real Estate High Income ETF in Q3 2025 and has held it in 4 quarters since.
  • DHJJ Financial Advisors's NEOS Real Estate High Income ETF position peaked at $51 in Q3 2025.
  • 23 funds tracked by Wall St. Rank held NEOS Real Estate High Income ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.