Focus Partners Advisor Solutions’s iShares US Real Estate ETF IYR Stock Holding History

Focus Partners Advisor Solutions’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	-2,612	Closed	-$247K	–	1336
2026 Q1	$247K	Buy	+2,612	New	+$254K	﹤0.01%	1057
2025 Q3	–	Sell	-2,711	Closed	-$257K	–	1215
2025 Q2	$257K	Buy	2,711 +110	+4%	+$10.3K	﹤0.01%	927
2025 Q1	$249K	Buy	2,601 +388	+18%	+$36.9K	﹤0.01%	838
2024 Q4	$206K	Buy	+2,213	New	+$218K	﹤0.01%	727

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

Focus Partners Advisor Solutions's IYR Position: Q2 2026 in Review

Focus Partners Advisor Solutions sold out of iShares US Real Estate ETF (IYR) in Q2 2026, closing a stake of 2,612 shares — an estimated $247K sold.

Focus Partners Advisor Solutions first reported a position in IYR in Q4 2024 and held it in 4 quarters. The position peaked at $257K in Q2 2025. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

Focus Partners Advisor Solutions reported no remaining iShares US Real Estate ETF position as of Q2 2026 after selling out during the quarter.
Focus Partners Advisor Solutions sold 2,612 iShares US Real Estate ETF shares in Q2 2026, an estimated $247K.
Focus Partners Advisor Solutions first reported a position in iShares US Real Estate ETF in Q4 2024 and held it in 4 quarters.
Focus Partners Advisor Solutions's iShares US Real Estate ETF position peaked at $257K in Q2 2025.
486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.