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 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

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

Farther Finance Advisors's IYR Position: Q2 2026 in Review

Farther Finance Advisors increased its iShares US Real Estate ETF (IYR) stake by 8.1% in Q2 2026, buying an estimated $51.1K and bringing the position to 6,690 shares worth $684K. The position accounts for 0.01% of the portfolio, ranked #1332.

Farther Finance Advisors first reported a position in IYR in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.62M in Q2 2025. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

Farther Finance Advisors held 6,690 shares of iShares US Real Estate ETF worth $684K as of Q2 2026.
Farther Finance Advisors bought 504 iShares US Real Estate ETF shares in Q2 2026, an estimated $51.1K.
iShares US Real Estate ETF made up 0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1332 holding.
Farther Finance Advisors first reported a position in iShares US Real Estate ETF in Q4 2022 and has held it in 15 quarters since.
Farther Finance Advisors's iShares US Real Estate ETF position peaked at $6.62M in Q2 2025.
486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.