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Financial & Tax Architects’s iShares US Real Estate ETF IYR Stock Holding History

Financial & Tax Architects’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 		$1.24M Sell
12,109
-69
-0.6% -$7K 0.26% 67
2026
Q1 		$1.15M Buy
12,178
+871
+8% +$84.6K 0.26% 72
2025
Q4 		$1.06M Sell
11,307
-341
-3% -$32.5K 0.24% 71
2025
Q3 		$1.13M Buy
+11,648
New +$1.12M 0.25% 68
2025
Q2 		– Sell
-8,664
Closed -$830K – 104
2025
Q1 		$830K Buy
8,664
+1,401
+19% +$133K 0.21% 64
2024
Q4 		$676K Buy
7,263
+909
+14% +$89.6K 0.17% 67
2024
Q3 		$647K Sell
6,354
-407
-6% -$39.2K 0.17% 61
2024
Q2 		$593K Sell
6,761
-163
-2% -$14K 0.16% 68
2024
Q1 		$622K Sell
6,924
-625
-8% -$55.3K 0.17% 68
2023
Q4 		$690K Buy
+7,549
New +$618K 0.2% 62
2022
Q1 		– Sell
-11,287
Closed -$1.31M – 94
2021
Q4 		$1.31M Buy
11,287
+1,967
+21% +$215K 0.54% 49
2021
Q3 		$954K Buy
9,320
+2,185
+31% +$233K 0.43% 55
2021
Q2 		$727K Buy
7,135
+1,334
+23% +$132K 0.36% 60
2021
Q1 		$533K Buy
+5,801
New +$509K 0.3% 63

Other funds holding IYR

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
UBS Group
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 & Tax Architects's IYR Position: Q2 2026 in Review

Financial & Tax Architects reduced its iShares US Real Estate ETF (IYR) stake by 0.57% in Q2 2026, selling an estimated $7K and leaving 12,109 shares worth $1.24M. The position accounts for 0.26% of the portfolio, ranked #67.

Financial & Tax Architects first reported a position in IYR in Q1 2021 and has held it in 14 quarters since. The position peaked at $1.31M in Q4 2021. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Financial & Tax Architects held 12,109 shares of iShares US Real Estate ETF worth $1.24M as of Q2 2026.
  • Financial & Tax Architects sold 69 iShares US Real Estate ETF shares in Q2 2026, an estimated $7K.
  • iShares US Real Estate ETF made up 0.26% of Financial & Tax Architects's portfolio in Q2 2026, its #67 holding.
  • Financial & Tax Architects first reported a position in iShares US Real Estate ETF in Q1 2021 and has held it in 14 quarters since.
  • Financial & Tax Architects's iShares US Real Estate ETF position peaked at $1.31M in Q4 2021.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Financial & Tax Architects's 13F filing for Q2 2026, filed 23 Jul 2026.