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Foundations Investment Advisors’s iShares US Real Estate ETF IYR Stock Holding History

Foundations Investment Advisors’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 		$901K Buy
8,807
+556
+7% +$56.4K 0.01% 598
2026
Q1 		$780K Buy
+8,251
New +$802K 0.01% 589
2025
Q1 		– Sell
-14,943
Closed -$1.39M – 894
2024
Q4 		$1.39M Buy
14,943
+8,064
+117% +$795K 0.03% 348
2024
Q3 		$701K Buy
+6,879
New +$663K 0.01% 435
2021
Q3 		– Sell
-249,323
Closed -$26.3M – 324
2021
Q2 		$26.3M Buy
249,323
+46,388
+23% +$4.6M 1.26% 10
2021
Q1 		$19.1M Buy
202,935
+27,871
+16% +$2.45M 1.1% 13
2020
Q4 		$14.6M Buy
+175,064
New +$14.6M 0.96% 13
2020
Q1 		– Sell
-11,810
Closed -$1.1M – 138
2019
Q4 		$1.1M Buy
11,810
+1,059
+10% +$98.2K 0.13% 66
2019
Q3 		$1M Buy
10,751
+4,937
+85% +$450K 0.13% 65
2019
Q2 		$524K Sell
5,814
-541,456
-99% -$47.4M 0.08% 83
2019
Q1 		$47.6M Buy
547,270
+52,577
+11% +$4.35M 8.27% 1
2018
Q4 		$41.6M Buy
+494,693
New +$38.9M 8.79% 2

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

Foundations Investment Advisors's IYR Position: Q2 2026 in Review

Foundations Investment Advisors increased its iShares US Real Estate ETF (IYR) stake by 6.7% in Q2 2026, buying an estimated $56.4K and bringing the position to 8,807 shares worth $901K. The position accounts for 0.01% of the portfolio, ranked #598.

Foundations Investment Advisors first reported a position in IYR in Q4 2018 and has held it in 12 quarters since. The position peaked at $47.6M in Q1 2019. 487 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Foundations Investment Advisors held 8,807 shares of iShares US Real Estate ETF worth $901K as of Q2 2026.
  • Foundations Investment Advisors bought 556 iShares US Real Estate ETF shares in Q2 2026, an estimated $56.4K.
  • iShares US Real Estate ETF made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #598 holding.
  • Foundations Investment Advisors first reported a position in iShares US Real Estate ETF in Q4 2018 and has held it in 12 quarters since.
  • Foundations Investment Advisors's iShares US Real Estate ETF position peaked at $47.6M in Q1 2019.
  • 487 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.