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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
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 $11.5B AUM 18.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B 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 $74.4B AUM
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B 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 $666B 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

Foundations Investment Advisors's IYR Position: Q1 2026 in Review

Foundations Investment Advisors opened a new position in iShares US Real Estate ETF (IYR) in Q1 2026: 8,251 shares worth $780K. The stake represents 0.01% of the portfolio and ranks #589 among its holdings. This is a return to the name: Foundations Investment Advisors previously reported a position in IYR as recently as Q4 2024.

Foundations Investment Advisors first reported a position in IYR in Q4 2018 and has held it in 11 quarters since. The position peaked at $47.6M in Q1 2019. 458 funds tracked by Wall St. Rank hold IYR as of Q1 2026.

  • Foundations Investment Advisors held 8,251 shares of iShares US Real Estate ETF worth $780K as of Q1 2026.
  • iShares US Real Estate ETF was a new Foundations Investment Advisors position in Q1 2026.
  • iShares US Real Estate ETF made up 0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #589 holding.
  • Foundations Investment Advisors first reported a position in iShares US Real Estate ETF in Q4 2018 and has held it in 11 quarters since.
  • Foundations Investment Advisors's iShares US Real Estate ETF position peaked at $47.6M in Q1 2019.
  • 458 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.