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

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

Financial Advisory Corporation's IYR Position: Q2 2026 in Review

Financial Advisory Corporation increased its iShares US Real Estate ETF (IYR) stake by 1.7% in Q2 2026, buying an estimated $266K and bringing the position to 152,940 shares worth $15.6M. The position accounts for 2.07% of the portfolio, ranked #13.

Financial Advisory Corporation first reported a position in IYR in Q4 2024 and has held it in 7 quarters since. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

Financial Advisory Corporation held 152,940 shares of iShares US Real Estate ETF worth $15.6M as of Q2 2026.
Financial Advisory Corporation bought 2,625 iShares US Real Estate ETF shares in Q2 2026, an estimated $266K.
iShares US Real Estate ETF made up 2.07% of Financial Advisory Corporation's portfolio in Q2 2026, its #13 holding.
Financial Advisory Corporation first reported a position in iShares US Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Financial Advisory Corporation's 13F filing for Q2 2026, filed 9 Jul 2026.