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

Exit 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	$1.39M	Buy	13,570 +7,201	+113%	+$731K	0.63%	40
2026 Q1	$602K	Sell	6,369 -901	-12%	-$87.5K	0.31%	62
2025 Q4	$683K	Buy	7,270 +3,447	+90%	+$329K	0.4%	52
2025 Q3	$371K	Buy	+3,823	New	+$368K	0.25%	91

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

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

Exit Wealth Advisors increased its iShares US Real Estate ETF (IYR) stake by 113% in Q2 2026, buying an estimated $731K and bringing the position to 13,570 shares worth $1.39M. The position accounts for 0.63% of the portfolio, ranked #40.

Exit Wealth Advisors first reported a position in IYR in Q3 2025 and has held it in 4 quarters since. 485 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

Exit Wealth Advisors held 13,570 shares of iShares US Real Estate ETF worth $1.39M as of Q2 2026.
Exit Wealth Advisors bought 7,201 iShares US Real Estate ETF shares in Q2 2026, an estimated $731K.
iShares US Real Estate ETF made up 0.63% of Exit Wealth Advisors's portfolio in Q2 2026, its #40 holding.
Exit Wealth Advisors first reported a position in iShares US Real Estate ETF in Q3 2025 and has held it in 4 quarters since.
485 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Exit Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.