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Ethos Financial Group’s iShares US Real Estate ETF IYR Stock Holding History

Ethos Financial Group’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 		$485K Sell
4,746
-4,430
-48% -$449K 0.03% 368
2026
Q1 		$862K Hold
9,176
– – 0.06% 224
2025
Q4 		$862K Hold
9,176
– – 0.06% 213
2025
Q3 		$891K Hold
9,176
– – 0.07% 190
2025
Q2 		$870K Sell
9,176
-157
-2% -$14.6K 0.07% 183
2025
Q1 		$894K Buy
+9,333
New +$888K 0.09% 166

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

Ethos Financial Group's IYR Position: Q2 2026 in Review

Ethos Financial Group reduced its iShares US Real Estate ETF (IYR) stake by 48% in Q2 2026, selling an estimated $449K and leaving 4,746 shares worth $485K. The position accounts for 0.03% of the portfolio, ranked #368.

Ethos Financial Group first reported a position in IYR in Q1 2025 and has held it in 6 quarters since. The position peaked at $894K in Q1 2025. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Ethos Financial Group held 4,746 shares of iShares US Real Estate ETF worth $485K as of Q2 2026.
  • Ethos Financial Group sold 4,430 iShares US Real Estate ETF shares in Q2 2026, an estimated $449K.
  • iShares US Real Estate ETF made up 0.03% of Ethos Financial Group's portfolio in Q2 2026, its #368 holding.
  • Ethos Financial Group first reported a position in iShares US Real Estate ETF in Q1 2025 and has held it in 6 quarters since.
  • Ethos Financial Group's iShares US Real Estate ETF position peaked at $894K in Q1 2025.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.