Flagship Wealth Advisors’s iShares US Real Estate ETF IYR Stock Holding History

Flagship Wealth Advisors’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	–	Sell	-5	Closed	-$474	–	495
2026 Q1	$474	Buy	+5	New	+$486	﹤0.01%	344
2025 Q3	–	Sell	-5	Closed	-$474	–	431
2025 Q2	$474	Sell	5 -100	-95%	-$9.33K	﹤0.01%	359
2025 Q1	$10.1K	Hold	105	–	–	﹤0.01%	292
2024 Q4	$9.77K	Buy	+105	New	+$10.3K	0.01%	286

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

Flagship Wealth Advisors's IYR Position: Q2 2026 in Review

Flagship Wealth Advisors sold out of iShares US Real Estate ETF (IYR) in Q2 2026, closing a stake of 5 shares — an estimated $474 sold.

Flagship Wealth Advisors first reported a position in IYR in Q4 2024 and held it in 4 quarters. The position peaked at $10.1K in Q1 2025. 485 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

Flagship Wealth Advisors reported no remaining iShares US Real Estate ETF position as of Q2 2026 after selling out during the quarter.
Flagship Wealth Advisors sold 5 iShares US Real Estate ETF shares in Q2 2026, an estimated $474.
Flagship Wealth Advisors first reported a position in iShares US Real Estate ETF in Q4 2024 and held it in 4 quarters.
Flagship Wealth Advisors's iShares US Real Estate ETF position peaked at $10.1K in Q1 2025.
485 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.