Elevation Wealth Partners
IYR icon

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

Elevation 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
Q3 		$645K Hold
6,790
– – 0.18% 72
2026
Q2 		$694K Hold
6,790
– – 0.21% 65
2026
Q1 		$642K Hold
6,790
– – 0.23% 60
2025
Q4 		$637K Sell
6,790
-30
-0.4% -$2.86K 0.23% 60
2025
Q3 		$662K Hold
6,820
– – 0.24% 60
2025
Q2 		$646K Hold
6,820
– – 0.26% 57
2025
Q1 		$653K Hold
6,820
– – 0.28% 58
2024
Q4 		$635K Hold
6,820
– – 0.27% 54
2024
Q3 		$695K Hold
6,820
– – 0.3% 51
2024
Q2 		$598K Sell
6,820
-150
-2% -$12.9K 0.28% 56
2024
Q1 		$627K Sell
6,970
-675
-9% -$59.7K 0.31% 54
2023
Q4 		$597K Buy
+7,645
New +$626K 0.36% 54

Other funds holding IYR

WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Magnus Financial Group
Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return
DI
DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return
Financial Advisory Corporation
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return
Unique Wealth
Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return
Norden Group
Norden Group Provo, Utah $1.33B AUM 30.5% 1-Year Est. Return
Courier Capital
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
Matthew Goff Investment Advisor
Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return
CCM
Consolidated Capital Management Burbank, California $364M AUM 42.75% 1-Year Est. Return

Elevation Wealth Partners's IYR Position: Q3 2026 in Review

Elevation Wealth Partners held its iShares US Real Estate ETF (IYR) position steady in Q3 2026 at 6,790 shares worth $645K. The position accounts for 0.18% of the portfolio, ranked #72.

Elevation Wealth Partners first reported a position in IYR in Q4 2023 and has held it in 12 quarters since. The position peaked at $695K in Q3 2024. 131 funds tracked by Wall St. Rank hold IYR as of Q3 2026.

  • Elevation Wealth Partners held 6,790 shares of iShares US Real Estate ETF worth $645K as of Q3 2026.
  • Elevation Wealth Partners left its iShares US Real Estate ETF share count unchanged in Q3 2026.
  • iShares US Real Estate ETF made up 0.18% of Elevation Wealth Partners's portfolio in Q3 2026, its #72 holding.
  • Elevation Wealth Partners first reported a position in iShares US Real Estate ETF in Q4 2023 and has held it in 12 quarters since.
  • Elevation Wealth Partners's iShares US Real Estate ETF position peaked at $695K in Q3 2024.
  • 131 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.