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
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 $11.5B AUM 18.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74B AUM
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
IMPI
Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return