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

Fairway Wealth’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	$3.71M	Buy	36,285 +1,758	+5%	+$178K	0.85%	21
2026 Q1	$3.26M	Buy	34,527 +11	+0%	+$1.07K	0.86%	21
2025 Q4	$3.24M	Buy	34,516 +35	+0.1%	+$3.34K	0.87%	21
2025 Q3	$3.35M	Buy	34,481 +25	+0.1%	+$2.41K	0.94%	21
2025 Q2	$3.27M	Buy	34,456 +1,154	+3%	+$108K	1.04%	20
2025 Q1	$3.19M	Buy	33,302 +10	+0%	+$951	1.18%	19
2024 Q4	$3.1M	Sell	33,292 -916	-3%	-$90.3K	1.4%	18
2024 Q3	$3.48M	Buy	34,208 +171	+0.5%	+$16.5K	1.77%	18
2024 Q2	$2.99M	Buy	34,037 +7,451	+28%	+$639K	1.76%	18
2024 Q1	$2.39M	Hold	26,586	–	–	1.62%	17
2023 Q4	$2.43M	Buy	+26,586	New	+$2.18M	1.86%	15

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

Fairway Wealth's IYR Position: Q2 2026 in Review

Fairway Wealth increased its iShares US Real Estate ETF (IYR) stake by 5.1% in Q2 2026, buying an estimated $178K and bringing the position to 36,285 shares worth $3.71M. The position accounts for 0.85% of the portfolio, ranked #21.

Fairway Wealth first reported a position in IYR in Q4 2023 and has held it in 11 quarters since. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

Fairway Wealth held 36,285 shares of iShares US Real Estate ETF worth $3.71M as of Q2 2026.
Fairway Wealth bought 1,758 iShares US Real Estate ETF shares in Q2 2026, an estimated $178K.
iShares US Real Estate ETF made up 0.85% of Fairway Wealth's portfolio in Q2 2026, its #21 holding.
Fairway Wealth first reported a position in iShares US Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Fairway Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.