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EPG Wealth Management’s iShares US Real Estate ETF IYR Stock Holding History

EPG Wealth Management’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 		$11.2K Hold
110
– – ﹤0.01% 277
2026
Q1 		$10.4K Sell
110
-1
-0.9% -$97 ﹤0.01% 283
2025
Q4 		$10.4K Hold
111
– – ﹤0.01% 277
2025
Q3 		$10.8K Hold
111
– – ﹤0.01% 278
2025
Q2 		$10.5K Buy
111
+1
+0.9% +$93 ﹤0.01% 272
2025
Q1 		$10.5K Hold
110
– – ﹤0.01% 370
2024
Q4 		$10.2K Hold
110
– – ﹤0.01% 374
2024
Q3 		$11.2K Buy
+110
New +$10.6K ﹤0.01% 369
2024
Q2 		– Sell
-110
Closed -$9.44K – 395
2024
Q1 		$9.89K Hold
110
– – ﹤0.01% 388
2023
Q4 		$9.38K Hold
110
– – ﹤0.01% 372
2023
Q3 		$8.6K Hold
110
– – ﹤0.01% 372
2023
Q2 		$9.52K Hold
110
– – ﹤0.01% 359
2023
Q1 		$9.34K Hold
110
– – ﹤0.01% 368
2022
Q4 		$9.26K Hold
110
– – ﹤0.01% 334
2022
Q3 		$9K Buy
+110
New +$10.4K ﹤0.01% 335
2022
Q2 		– Sell
-110
Closed -$12K – 316
2022
Q1 		$12K Sell
110
-100
-48% -$10.6K ﹤0.01% 348
2021
Q4 		$24K Buy
210
+100
+91% +$11K 0.01% 334
2021
Q3 		$11K Buy
+110
New +$11.7K ﹤0.01% 330
2020
Q2 		– Sell
-110
Closed -$8K – 470
2020
Q1 		$8K Sell
110
-115
-51% -$10.2K 0.01% 516
2019
Q4 		$21K Buy
+225
New +$20.9K 0.02% 339

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

EPG Wealth Management's IYR Position: Q2 2026 in Review

EPG Wealth Management held its iShares US Real Estate ETF (IYR) position steady in Q2 2026 at 110 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #277.

EPG Wealth Management first reported a position in IYR in Q4 2019 and has held it in 20 quarters since. The position peaked at $24K in Q4 2021. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • EPG Wealth Management held 110 shares of iShares US Real Estate ETF worth $11.2K as of Q2 2026.
  • EPG Wealth Management left its iShares US Real Estate ETF share count unchanged in Q2 2026.
  • iShares US Real Estate ETF made up ﹤0.01% of EPG Wealth Management's portfolio in Q2 2026, its #277 holding.
  • EPG Wealth Management first reported a position in iShares US Real Estate ETF in Q4 2019 and has held it in 20 quarters since.
  • EPG Wealth Management's iShares US Real Estate ETF position peaked at $24K in Q4 2021.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.