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Guardian Wealth Advisors (North Carolina)’s iShares US Real Estate ETF IYR Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		– Sell
-312
Closed -$29.5K – 497
2026
Q1 		$29.5K Buy
+312
New +$30.3K ﹤0.01% 477
2023
Q4 		– Sell
-42
Closed -$3.32K – 454
2023
Q3 		$3.32K Hold
42
– – ﹤0.01% 384
2023
Q2 		$3.63K Hold
42
– – ﹤0.01% 373
2023
Q1 		$3.57K Buy
+42
New +$3.67K ﹤0.01% 368

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

Guardian Wealth Advisors (North Carolina)'s IYR Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of iShares US Real Estate ETF (IYR) in Q2 2026, closing a stake of 312 shares — an estimated $29.5K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in IYR in Q1 2023 and held it in 4 quarters. The position peaked at $29.5K in Q1 2026. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) reported no remaining iShares US Real Estate ETF position as of Q2 2026 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 312 iShares US Real Estate ETF shares in Q2 2026, an estimated $29.5K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in iShares US Real Estate ETF in Q1 2023 and held it in 4 quarters.
  • Guardian Wealth Advisors (North Carolina)'s iShares US Real Estate ETF position peaked at $29.5K in Q1 2026.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.