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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
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

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
DI
DDFG Inc Thousand Oaks, California $504M AUM 18.61% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
ADEF
Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return

Elevation Wealth Partners's IYR Position: Q2 2026 in Review

Elevation Wealth Partners held its iShares US Real Estate ETF (IYR) position steady in Q2 2026 at 6,790 shares worth $694K. The position accounts for 0.21% of the portfolio, ranked #65.

Elevation Wealth Partners first reported a position in IYR in Q4 2023 and has held it in 11 quarters since. The position peaked at $695K in Q3 2024. 161 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Elevation Wealth Partners held 6,790 shares of iShares US Real Estate ETF worth $694K as of Q2 2026.
  • Elevation Wealth Partners left its iShares US Real Estate ETF share count unchanged in Q2 2026.
  • iShares US Real Estate ETF made up 0.21% of Elevation Wealth Partners's portfolio in Q2 2026, its #65 holding.
  • Elevation Wealth Partners first reported a position in iShares US Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
  • Elevation Wealth Partners's iShares US Real Estate ETF position peaked at $695K in Q3 2024.
  • 161 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.