Focus Partners Wealth
IYR icon

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

Focus Partners Wealth’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 		$12.6M Buy
123,514
+3,152
+3% +$320K 0.01% 641
2026
Q1 		$11.4M Sell
120,362
-2,018
-2% -$196K 0.01% 684
2025
Q4 		$11.5M Buy
122,380
+59,364
+94% +$5.66M 0.01% 659
2025
Q3 		$6.12M Buy
63,016
+16,323
+35% +$1.57M 0.01% 696
2025
Q2 		$4.43M Buy
46,693
+3,461
+8% +$323K 0.01% 709
2025
Q1 		$4.14M Buy
43,232
+4,869
+13% +$463K 0.01% 679
2024
Q4 		$3.57M Buy
38,363
+12,409
+48% +$1.22M 0.01% 704
2024
Q3 		$2.64M Buy
25,954
+2,746
+12% +$264K 0.01% 709
2024
Q2 		$2.09M Buy
23,208
+12,609
+119% +$1.08M 0.01% 645
2024
Q1 		$953K Buy
10,599
+7,332
+224% +$648K 0.01% 611
2023
Q4 		$299K Buy
+3,267
New +$267K ﹤0.01% 672

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

Focus Partners Wealth's IYR Position: Q2 2026 in Review

Focus Partners Wealth increased its iShares US Real Estate ETF (IYR) stake by 2.6% in Q2 2026, buying an estimated $320K and bringing the position to 123,514 shares worth $12.6M. The position accounts for 0.01% of the portfolio, ranked #641.

Focus Partners Wealth first reported a position in IYR in Q4 2023 and has held it in 11 quarters since. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Focus Partners Wealth held 123,514 shares of iShares US Real Estate ETF worth $12.6M as of Q2 2026.
  • Focus Partners Wealth bought 3,152 iShares US Real Estate ETF shares in Q2 2026, an estimated $320K.
  • iShares US Real Estate ETF made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #641 holding.
  • Focus Partners Wealth first reported a position in iShares US Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.