GI
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GAMMA Investing’s iShares US Real Estate ETF IYR Stock Holding History

GAMMA Investing’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 		$18.2K Buy
191
+65
+52% +$6.68K ﹤0.01% 3001
2026
Q2 		$12.9K Hold
126
– – ﹤0.01% 3076
2026
Q1 		$11.9K Buy
+126
New +$12.2K ﹤0.01% 2978

Other funds holding IYR

LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
CFP
Cypress Financial Planning Haddon Heights, New Jersey $373M AUM 6.05% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
TMWM
Taylor & Morgan Wealth Management Flint, Michigan $208M AUM 15.78% 1-Year Est. Return

GAMMA Investing's IYR Position: Q3 2026 in Review

GAMMA Investing increased its iShares US Real Estate ETF (IYR) stake by 52% in Q3 2026, buying an estimated $6.68K and bringing the position to 191 shares worth $18.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3001.

GAMMA Investing first reported a position in IYR in Q1 2026 and has held it in 3 quarters since. 21 funds tracked by Wall St. Rank hold IYR as of Q3 2026.

  • GAMMA Investing held 191 shares of iShares US Real Estate ETF worth $18.2K as of Q3 2026.
  • GAMMA Investing bought 65 iShares US Real Estate ETF shares in Q3 2026, an estimated $6.68K.
  • iShares US Real Estate ETF made up ﹤0.01% of GAMMA Investing's portfolio in Q3 2026, its #3001 holding.
  • GAMMA Investing first reported a position in iShares US Real Estate ETF in Q1 2026 and has held it in 3 quarters since.
  • 21 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.