Financial Advisory Corporation’s iShares US Real Estate ETF IYR Stock Holding History

Financial Advisory Corporation’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	$15.6M	Buy	152,940 +2,625	+2%	+$266K	2.07%	13
2026 Q1	$14.2M	Buy	150,315 +2,960	+2%	+$288K	1.97%	13
2025 Q4	$13.8M	Buy	147,355 +4,789	+3%	+$456K	2.01%	12
2025 Q3	$13.8M	Buy	142,566 +683	+0.5%	+$65.7K	2.04%	12
2025 Q2	$13.4M	Sell	141,883 -995	-0.7%	-$92.8K	2.06%	12
2025 Q1	$13.7M	Buy	142,878 +1,813	+1%	+$172K	2.26%	12
2024 Q4	$13.1M	Buy	+141,065	New	+$13.9M	2.29%	10

Other funds holding IYR

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return

First Financial Corp Terre Haute, Indiana $289M AUM 28.65% 1-Year Est. Return

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Sterling Investment Advisors (Missouri) Bolivar, Missouri $223M AUM 15.6% 1-Year Est. Return

Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return