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Gen-Wealth Partners’s iShares US Real Estate ETF IYR Stock Holding History

Gen-Wealth Partners’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 		$647K Sell
6,329
-430
-6% -$43.6K 0.18% 116
2026
Q1 		$639K Sell
6,759
-555
-8% -$53.9K 0.2% 105
2025
Q4 		$687K Buy
7,314
+804
+12% +$76.6K 0.22% 85
2025
Q3 		$632K Buy
+6,510
New +$626K 0.21% 108

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

Gen-Wealth Partners's IYR Position: Q2 2026 in Review

Gen-Wealth Partners reduced its iShares US Real Estate ETF (IYR) stake by 6.4% in Q2 2026, selling an estimated $43.6K and leaving 6,329 shares worth $647K. The position accounts for 0.18% of the portfolio, ranked #116.

Gen-Wealth Partners first reported a position in IYR in Q3 2025 and has held it in 4 quarters since. The position peaked at $687K in Q4 2025. 487 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Gen-Wealth Partners held 6,329 shares of iShares US Real Estate ETF worth $647K as of Q2 2026.
  • Gen-Wealth Partners sold 430 iShares US Real Estate ETF shares in Q2 2026, an estimated $43.6K.
  • iShares US Real Estate ETF made up 0.18% of Gen-Wealth Partners's portfolio in Q2 2026, its #116 holding.
  • Gen-Wealth Partners first reported a position in iShares US Real Estate ETF in Q3 2025 and has held it in 4 quarters since.
  • Gen-Wealth Partners's iShares US Real Estate ETF position peaked at $687K in Q4 2025.
  • 487 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.