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Forte Asset Management’s iShares US Real Estate ETF IYR Stock Holding History

Forte Asset Management’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
Q3 		$3.46M Sell
36,365
-746
-2% -$76.7K 1.39% 29
2026
Q2 		$3.79M Buy
37,111
+1,103
+3% +$112K 1.55% 26
2026
Q1 		$3.4M Buy
36,008
+1,867
+5% +$181K 1.49% 27
2025
Q4 		$3.21M Buy
34,141
+2,252
+7% +$215K 1.46% 27
2025
Q3 		$3.1M Buy
31,889
+25
+0.1% +$2.41K 1.49% 25
2025
Q2 		$3.02M Buy
+31,864
New +$2.97M 1.54% 25

Other funds holding IYR

MGIA
Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return
CCM
Consolidated Capital Management Burbank, California $364M AUM 42.75% 1-Year Est. Return
FFC
First Financial Corp Terre Haute, Indiana $284M AUM 22.27% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Forte Asset Management's IYR Position: Q3 2026 in Review

Forte Asset Management reduced its iShares US Real Estate ETF (IYR) stake by 2% in Q3 2026, selling an estimated $76.7K and leaving 36,365 shares worth $3.46M. The position accounts for 1.39% of the portfolio, ranked #29.

Forte Asset Management first reported a position in IYR in Q2 2025 and has held it in 6 quarters since. The position peaked at $3.79M in Q2 2026. 32 funds tracked by Wall St. Rank hold IYR as of Q3 2026.

  • Forte Asset Management held 36,365 shares of iShares US Real Estate ETF worth $3.46M as of Q3 2026.
  • Forte Asset Management sold 746 iShares US Real Estate ETF shares in Q3 2026, an estimated $76.7K.
  • iShares US Real Estate ETF made up 1.39% of Forte Asset Management's portfolio in Q3 2026, its #29 holding.
  • Forte Asset Management first reported a position in iShares US Real Estate ETF in Q2 2025 and has held it in 6 quarters since.
  • Forte Asset Management's iShares US Real Estate ETF position peaked at $3.79M in Q2 2026.
  • 32 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2026.

Based on Forte Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.