GWA
IYR icon

Genesis Wealth Advisors’s iShares US Real Estate ETF IYR Stock Holding History

Genesis Wealth 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 		$201K Buy
+1,961
New +$199K 0.12% 70
2015
Q2 		$152K Hold
2,125
– – 0.12% 80
2015
Q1 		$169K Hold
2,125
– – 0.14% 73
2014
Q4 		$168K Buy
+2,125
New +$159K 0.13% 80

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

Genesis Wealth Advisors's IYR Position: Q2 2026 in Review

Genesis Wealth Advisors opened a new position in iShares US Real Estate ETF (IYR) in Q2 2026: 1,961 shares worth $201K. The stake represents 0.12% of the portfolio and ranks #70 among its holdings. This is a return to the name: Genesis Wealth Advisors previously reported a position in IYR as recently as Q2 2015.

Genesis Wealth Advisors first reported a position in IYR in Q4 2014 and has held it in 4 quarters since. 487 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Genesis Wealth Advisors held 1,961 shares of iShares US Real Estate ETF worth $201K as of Q2 2026.
  • iShares US Real Estate ETF was a new Genesis Wealth Advisors position in Q2 2026.
  • iShares US Real Estate ETF made up 0.12% of Genesis Wealth Advisors's portfolio in Q2 2026, its #70 holding.
  • Genesis Wealth Advisors first reported a position in iShares US Real Estate ETF in Q4 2014 and has held it in 4 quarters since.
  • 487 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Genesis Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.