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Foundation Wealth Management (Missouri)’s iShares US Real Estate ETF IYR Stock Holding History

Foundation Wealth Management (Missouri)’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 		$1.55M Sell
15,201
-779
-5% -$79K 0.92% 18
2026
Q1 		$1.51M Buy
15,980
+40
+0.3% +$3.89K 1.02% 19
2025
Q4 		$1.5M Sell
15,940
-298
-2% -$28.4K 0.99% 19
2025
Q3 		$1.58M Buy
16,238
+24
+0.1% +$2.31K 1.01% 18
2025
Q2 		$1.54M Sell
16,214
-541
-3% -$50.5K 1.07% 19
2025
Q1 		$1.6M Buy
16,755
+15
+0.1% +$1.43K 1.26% 17
2024
Q4 		$1.56M Sell
16,740
-243
-1% -$23.9K 1.21% 17
2024
Q3 		$1.73M Sell
16,983
-1,644
-9% -$158K 1.31% 17
2024
Q2 		$1.63M Buy
18,627
+70
+0.4% +$6K 1.28% 18
2024
Q1 		$1.67M Sell
18,557
-496
-3% -$43.9K 1.36% 17
2023
Q4 		$1.74M Buy
19,053
+3,415
+22% +$280K 1.56% 16
2023
Q3 		$1.22M Sell
15,638
-8,767
-36% -$747K 1.22% 19
2023
Q2 		$2.11M Buy
24,405
+510
+2% +$42.8K 2.06% 16
2023
Q1 		$2.03M Buy
23,895
+8,780
+58% +$768K 2.09% 16
2022
Q4 		$1.27M Buy
+15,115
New +$1.27M 1.29% 21

Other funds holding IYR

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
DI
DDFG Inc Thousand Oaks, California $504M AUM 18.61% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
ADEF
Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return

Foundation Wealth Management (Missouri)'s IYR Position: Q2 2026 in Review

Foundation Wealth Management (Missouri) reduced its iShares US Real Estate ETF (IYR) stake by 4.9% in Q2 2026, selling an estimated $79K and leaving 15,201 shares worth $1.55M. The position accounts for 0.92% of the portfolio, ranked #18.

Foundation Wealth Management (Missouri) first reported a position in IYR in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.11M in Q2 2023. 186 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Foundation Wealth Management (Missouri) held 15,201 shares of iShares US Real Estate ETF worth $1.55M as of Q2 2026.
  • Foundation Wealth Management (Missouri) sold 779 iShares US Real Estate ETF shares in Q2 2026, an estimated $79K.
  • iShares US Real Estate ETF made up 0.92% of Foundation Wealth Management (Missouri)'s portfolio in Q2 2026, its #18 holding.
  • Foundation Wealth Management (Missouri) first reported a position in iShares US Real Estate ETF in Q4 2022 and has held it in 15 quarters since.
  • Foundation Wealth Management (Missouri)'s iShares US Real Estate ETF position peaked at $2.11M in Q2 2023.
  • 186 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Foundation Wealth Management (Missouri)'s 13F filing for Q2 2026, filed 30 Jul 2026.