Dogwood Wealth Management’s iShares US Real Estate ETF IYR Stock Holding History

Dogwood Wealth Management’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	$2.46M	Buy	24,092 +1,808	+8%	+$183K	0.97%	25
2026 Q1	$2.11M	Buy	22,284 +402	+2%	+$39.1K	0.92%	27
2025 Q4	$2.05M	Buy	21,882 +1,476	+7%	+$141K	0.9%	27
2025 Q3	$1.98M	Buy	20,406 +1,920	+10%	+$185K	0.9%	27
2025 Q2	$1.75M	Buy	18,486 +1,240	+7%	+$116K	0.86%	30
2025 Q1	$1.65M	Buy	17,246 +452	+3%	+$43K	0.87%	31
2024 Q4	$1.56M	Buy	16,794 +2,824	+20%	+$278K	0.83%	33
2024 Q3	$1.42M	Sell	13,970 -352	-2%	-$33.9K	0.82%	32
2024 Q2	$1.26M	Buy	14,322 +2,611	+22%	+$224K	0.77%	34
2024 Q1	$1.05M	Buy	11,711 +1,093	+10%	+$96.6K	0.71%	31
2023 Q4	$971K	Buy	+10,618	New	+$869K	0.76%	29

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

Dogwood Wealth Management's IYR Position: Q2 2026 in Review

Dogwood Wealth Management increased its iShares US Real Estate ETF (IYR) stake by 8.1% in Q2 2026, buying an estimated $183K and bringing the position to 24,092 shares worth $2.46M. The position accounts for 0.97% of the portfolio, ranked #25.

Dogwood Wealth Management first reported a position in IYR in Q4 2023 and has held it in 11 quarters since. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

Dogwood Wealth Management held 24,092 shares of iShares US Real Estate ETF worth $2.46M as of Q2 2026.
Dogwood Wealth Management bought 1,808 iShares US Real Estate ETF shares in Q2 2026, an estimated $183K.
iShares US Real Estate ETF made up 0.97% of Dogwood Wealth Management's portfolio in Q2 2026, its #25 holding.
Dogwood Wealth Management first reported a position in iShares US Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.