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Encompass Wealth Advisors’s iShares US Real Estate ETF IYR Stock Holding History

Encompass Wealth Advisors’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 		$783K Sell
7,656
-122
-2% -$12.4K 0.24% 50
2026
Q1 		$736K Buy
7,778
+798
+11% +$77.5K 0.26% 45
2025
Q4 		$655K Buy
6,980
+724
+12% +$69K 0.22% 50
2025
Q3 		$607K Buy
6,256
+604
+11% +$58.1K 0.21% 55
2025
Q2 		$536K Buy
5,652
+388
+7% +$36.2K 0.2% 59
2025
Q1 		$504K Buy
5,264
+460
+10% +$43.8K 0.21% 60
2024
Q4 		$447K Buy
4,804
+96
+2% +$9.46K 0.18% 66
2024
Q3 		$480K Buy
4,708
+412
+10% +$39.7K 0.12% 146
2024
Q2 		$377K Sell
4,296
-43
-1% -$3.69K 0.1% 162
2024
Q1 		$390K Sell
4,339
-988
-19% -$87.4K 0.1% 169
2023
Q4 		$487K Buy
5,327
+1,120
+27% +$91.7K 0.15% 128
2023
Q3 		$329K Sell
4,207
-794
-16% -$67.7K 0.11% 152
2023
Q2 		$433K Sell
5,001
-48
-1% -$4.03K 0.14% 130
2023
Q1 		$429K Sell
5,049
-67
-1% -$5.86K 0.15% 125
2022
Q4 		$431K Buy
5,116
+1,489
+41% +$125K 0.16% 118
2022
Q3 		$295K Sell
3,627
-2,083
-36% -$197K 0.11% 152
2022
Q2 		$525K Sell
5,710
-4,893
-46% -$488K 0.19% 101
2022
Q1 		$1.15M Buy
10,603
+2,794
+36% +$295K 0.29% 60
2021
Q4 		$907K Buy
7,809
+654
+9% +$71.6K 0.22% 80
2021
Q3 		$732K Buy
7,155
+486
+7% +$51.7K 0.19% 92
2021
Q2 		$679K Buy
6,669
+313
+5% +$31.1K 0.17% 109
2021
Q1 		$623K Buy
6,356
+3,858
+154% +$339K 0.16% 114
2020
Q4 		$214K Buy
+2,498
New +$208K 0.12% 104

Other funds holding IYR

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
UBS Group
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

Encompass Wealth Advisors's IYR Position: Q2 2026 in Review

Encompass Wealth Advisors reduced its iShares US Real Estate ETF (IYR) stake by 1.6% in Q2 2026, selling an estimated $12.4K and leaving 7,656 shares worth $783K. The position accounts for 0.24% of the portfolio, ranked #50.

Encompass Wealth Advisors first reported a position in IYR in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.15M in Q1 2022. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Encompass Wealth Advisors held 7,656 shares of iShares US Real Estate ETF worth $783K as of Q2 2026.
  • Encompass Wealth Advisors sold 122 iShares US Real Estate ETF shares in Q2 2026, an estimated $12.4K.
  • iShares US Real Estate ETF made up 0.24% of Encompass Wealth Advisors's portfolio in Q2 2026, its #50 holding.
  • Encompass Wealth Advisors first reported a position in iShares US Real Estate ETF in Q4 2020 and has held it in 23 quarters since.
  • Encompass Wealth Advisors's iShares US Real Estate ETF position peaked at $1.15M in Q1 2022.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Encompass Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.