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

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

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. 487 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.
487 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.