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

Grey Fox 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 		$1.82M Buy
17,825
+1,773
+11% +$180K 0.29% 52
2026
Q1 		$1.52M Buy
16,052
+2,025
+14% +$197K 0.29% 49
2025
Q4 		$1.32M Buy
14,027
+3,595
+34% +$343K 0.27% 55
2025
Q3 		$1.01M Buy
10,432
+514
+5% +$49.5K 0.21% 66
2025
Q2 		$940K Buy
9,918
+2,764
+39% +$258K 0.22% 62
2025
Q1 		$685K Buy
7,154
+799
+13% +$76K 0.18% 73
2024
Q4 		$591K Sell
6,355
-205
-3% -$20.2K 0.16% 78
2024
Q3 		$668K Sell
6,560
-29
-0.4% -$2.79K 0.19% 74
2024
Q2 		$578K Buy
6,589
+830
+14% +$71.2K 0.2% 67
2024
Q1 		$518K Sell
5,759
-184
-3% -$16.3K 0.19% 68
2023
Q4 		$543K Buy
5,943
+1,400
+31% +$115K 0.24% 59
2023
Q3 		$359K Buy
+4,543
New +$387K 0.18% 78
2023
Q2 		– Sell
-73
Closed -$6.22K – 316
2023
Q1 		$6.22K Sell
73
-170
-70% -$14.9K ﹤0.01% 338
2022
Q4 		$20.5K Buy
+243
New +$20.4K 0.01% 232

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

Grey Fox Wealth Advisors's IYR Position: Q2 2026 in Review

Grey Fox Wealth Advisors increased its iShares US Real Estate ETF (IYR) stake by 11% in Q2 2026, buying an estimated $180K and bringing the position to 17,825 shares worth $1.82M. The position accounts for 0.29% of the portfolio, ranked #52.

Grey Fox Wealth Advisors first reported a position in IYR in Q4 2022 and has held it in 14 quarters since. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Grey Fox Wealth Advisors held 17,825 shares of iShares US Real Estate ETF worth $1.82M as of Q2 2026.
  • Grey Fox Wealth Advisors bought 1,773 iShares US Real Estate ETF shares in Q2 2026, an estimated $180K.
  • iShares US Real Estate ETF made up 0.29% of Grey Fox Wealth Advisors's portfolio in Q2 2026, its #52 holding.
  • Grey Fox Wealth Advisors first reported a position in iShares US Real Estate ETF in Q4 2022 and has held it in 14 quarters since.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.