EntreWealth
IYRI icon

EntreWealth’s NEOS Real Estate High Income ETF IYRI Stock Holding History

EntreWealth’s Portfolio IYRI Stock Details IYRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$452K Hold
10,000
– – 0.16% 92
2026
Q2 		$495K Buy
+10,000
New +$492K 0.18% 85

Other funds holding IYRI

Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Prevail Innovative Wealth Advisors
Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return
New England Private Wealth Advisors
New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return
Cherry Creek Investment Advisors
Cherry Creek Investment Advisors Englewood, Colorado $261M AUM 29.65% 1-Year Est. Return
CAP Partners LLC
CAP Partners LLC Franklin, Tennessee $218M AUM 16.38% 1-Year Est. Return
PVG Asset Management
PVG Asset Management Golden, Colorado $147M AUM 52.72% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
World Equity Group
World Equity Group Schaumburg, Illinois $242M AUM 28.18% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

EntreWealth's IYRI Position: Q3 2026 in Review

EntreWealth held its NEOS Real Estate High Income ETF (IYRI) position steady in Q3 2026 at 10,000 shares worth $452K. The position accounts for 0.16% of the portfolio, ranked #92.

EntreWealth first reported a position in IYRI in Q2 2026 and has held it in 2 quarters since. The position peaked at $495K in Q2 2026. 15 funds tracked by Wall St. Rank hold IYRI as of Q3 2026.

  • EntreWealth held 10,000 shares of NEOS Real Estate High Income ETF worth $452K as of Q3 2026.
  • EntreWealth left its NEOS Real Estate High Income ETF share count unchanged in Q3 2026.
  • NEOS Real Estate High Income ETF made up 0.16% of EntreWealth's portfolio in Q3 2026, its #92 holding.
  • EntreWealth first reported a position in NEOS Real Estate High Income ETF in Q2 2026 and has held it in 2 quarters since.
  • EntreWealth's NEOS Real Estate High Income ETF position peaked at $495K in Q2 2026.
  • 15 funds tracked by Wall St. Rank held NEOS Real Estate High Income ETF as of Q3 2026.

Based on EntreWealth's 13F filing for Q3 2026, filed 14 Oct 2026.