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

Finley Financial’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	$997K	Hold	9,750	–	–	0.4%	34
2026 Q1	$922K	Sell	9,750 -835	-8%	-$81.1K	0.43%	34
2025 Q4	$994K	Sell	10,585 -280	-3%	-$26.7K	0.46%	32
2025 Q3	$1.05M	Sell	10,865 -125	-1%	-$12K	0.49%	28
2025 Q2	$1.04M	Sell	10,990 -505	-4%	-$47.1K	0.52%	29
2025 Q1	$1.07M	Sell	11,495 -3,465	-23%	-$330K	0.6%	28
2024 Q4	$1.37M	Buy	+14,960	New	+$1.47M	0.72%	27

Other funds holding IYR

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

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 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