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Farther Finance Advisors’s iShares US Real Estate ETF IYR Stock Holding History

Farther Finance 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
Q3 		$849K Buy
8,937
+2,247
+34% +$231K 0.01% 1232
2026
Q2 		$684K Buy
6,690
+504
+8% +$51.1K 0.01% 1332
2026
Q1 		$587K Buy
6,186
+976
+19% +$94.8K 0.01% 1294
2025
Q4 		$489K Sell
5,210
-7,980
-61% -$761K 0.01% 1324
2025
Q3 		$1.28M Sell
13,190
-56,688
-81% -$5.45M 0.02% 619
2025
Q2 		$6.62M Buy
69,878
+65,032
+1,342% +$6.07M 0.13% 144
2025
Q1 		$464K Buy
4,846
+17
+0.4% +$1.62K 0.01% 815
2024
Q4 		$449K Sell
4,829
-746
-13% -$73.5K 0.02% 626
2024
Q3 		$568K Sell
5,575
-1,279
-19% -$123K 0.02% 540
2024
Q2 		$596K Buy
6,854
+18
+0.3% +$1.54K 0.03% 427
2024
Q1 		$604K Sell
6,836
-1,214
-15% -$107K 0.04% 354
2023
Q4 		$736K Buy
8,050
+7,904
+5,414% +$647K 0.05% 276
2023
Q3 		$11.4K Hold
146
– – ﹤0.01% 1249
2023
Q2 		$12.6K Hold
146
– – ﹤0.01% 1126
2023
Q1 		$12.4K Hold
146
– – ﹤0.01% 1045
2022
Q4 		$12.3K Buy
+146
New +$12.3K ﹤0.01% 879

Other funds holding IYR

MGIA
Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return
CCM
Consolidated Capital Management Burbank, California $364M AUM 42.75% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

Farther Finance Advisors's IYR Position: Q3 2026 in Review

Farther Finance Advisors increased its iShares US Real Estate ETF (IYR) stake by 34% in Q3 2026, buying an estimated $231K and bringing the position to 8,937 shares worth $849K. The position accounts for 0.01% of the portfolio, ranked #1232.

Farther Finance Advisors first reported a position in IYR in Q4 2022 and has held it in 16 quarters since. The position peaked at $6.62M in Q2 2025. 26 funds tracked by Wall St. Rank hold IYR as of Q3 2026.

  • Farther Finance Advisors held 8,937 shares of iShares US Real Estate ETF worth $849K as of Q3 2026.
  • Farther Finance Advisors bought 2,247 iShares US Real Estate ETF shares in Q3 2026, an estimated $231K.
  • iShares US Real Estate ETF made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1232 holding.
  • Farther Finance Advisors first reported a position in iShares US Real Estate ETF in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's iShares US Real Estate ETF position peaked at $6.62M in Q2 2025.
  • 26 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.