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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
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 $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

Gen-Wealth Partners's IYR Position: Q1 2026 in Review

Gen-Wealth Partners reduced its iShares US Real Estate ETF (IYR) stake by 7.6% in Q1 2026, selling an estimated $53.9K and leaving 6,759 shares worth $639K. The position accounts for 0.2% of the portfolio, ranked #105.

Gen-Wealth Partners first reported a position in IYR in Q3 2025 and has held it in 3 quarters since. The position peaked at $687K in Q4 2025. 459 funds tracked by Wall St. Rank hold IYR as of Q1 2026.

  • Gen-Wealth Partners held 6,759 shares of iShares US Real Estate ETF worth $639K as of Q1 2026.
  • Gen-Wealth Partners sold 555 iShares US Real Estate ETF shares in Q1 2026, an estimated $53.9K.
  • iShares US Real Estate ETF made up 0.2% of Gen-Wealth Partners's portfolio in Q1 2026, its #105 holding.
  • Gen-Wealth Partners first reported a position in iShares US Real Estate ETF in Q3 2025 and has held it in 3 quarters since.
  • Gen-Wealth Partners's iShares US Real Estate ETF position peaked at $687K in Q4 2025.
  • 459 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.