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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

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

Finley Financial's IYR Position: Q2 2026 in Review

Finley Financial held its iShares US Real Estate ETF (IYR) position steady in Q2 2026 at 9,750 shares worth $997K. The position accounts for 0.4% of the portfolio, ranked #34.

Finley Financial first reported a position in IYR in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.37M in Q4 2024. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Finley Financial held 9,750 shares of iShares US Real Estate ETF worth $997K as of Q2 2026.
  • Finley Financial left its iShares US Real Estate ETF share count unchanged in Q2 2026.
  • iShares US Real Estate ETF made up 0.4% of Finley Financial's portfolio in Q2 2026, its #34 holding.
  • Finley Financial first reported a position in iShares US Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
  • Finley Financial's iShares US Real Estate ETF position peaked at $1.37M in Q4 2024.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Finley Financial's 13F filing for Q2 2026, filed 8 Jul 2026.