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Guidance Point Advisors’s iShares US Real Estate ETF IYR Stock Holding History

Guidance Point 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 		$1.01M Sell
9,841
-225
-2% -$22.8K 0.21% 45
2026
Q1 		$953K Sell
10,066
-52
-0.5% -$5.05K 0.23% 42
2025
Q4 		$951K Sell
10,118
-288
-3% -$27.4K 0.22% 41
2025
Q3 		$1.01M Buy
10,406
+73
+0.7% +$7.02K 0.24% 40
2025
Q2 		$979K Sell
10,333
-279
-3% -$26K 0.25% 40
2025
Q1 		$1.02M Buy
10,612
+37
+0.3% +$3.52K 0.29% 36
2024
Q4 		$984K Sell
10,575
-238
-2% -$23.5K 0.28% 36
2024
Q3 		$1.1M Buy
10,813
+43
+0.4% +$4.14K 0.32% 34
2024
Q2 		$945K Sell
10,770
-1,433
-12% -$123K 0.3% 34
2024
Q1 		$1.1M Sell
12,203
-21,974
-64% -$1.94M 0.36% 34
2023
Q4 		$3.13M Sell
34,177
-4,852
-12% -$397K 1.16% 21
2023
Q3 		$3.05M Sell
39,029
-3,822
-9% -$326K 1.24% 19
2023
Q2 		$3.71M Sell
42,851
-834
-2% -$70.1K 1.42% 16
2023
Q1 		$3.71M Buy
43,685
+838
+2% +$73.3K 1.5% 19
2022
Q4 		$3.61M Buy
42,847
+3,661
+9% +$307K 1.53% 13
2022
Q3 		$3.19M Buy
39,186
+91
+0.2% +$8.61K 1.46% 16
2022
Q2 		$3.6M Buy
39,095
+1,528
+4% +$152K 1.55% 16
2022
Q1 		$4.08M Sell
37,567
-87
-0.2% -$9.18K 1.55% 15
2021
Q4 		$4.39M Buy
37,654
+81
+0.2% +$8.87K 1.59% 14
2021
Q3 		$3.85M Buy
37,573
+738
+2% +$78.5K 1.4% 15
2021
Q2 		$3.75M Sell
36,835
-137
-0.4% -$13.6K 1.46% 15
2021
Q1 		$3.4M Buy
36,972
+42
+0.1% +$3.69K 1.41% 16
2020
Q4 		$3.16M Buy
36,930
+759
+2% +$63.2K 1.45% 16
2020
Q3 		$2.89M Sell
36,171
-7,316
-17% -$591K 1.59% 16
2020
Q2 		$3.43M Sell
43,487
-341
-0.8% -$25.8K 1.9% 12
2020
Q1 		$3.08M Sell
43,828
-6,001
-12% -$531K 2% 12
2019
Q4 		$4.64M Buy
49,829
+51
+0.1% +$4.73K 2.26% 10
2019
Q3 		$4.66M Buy
49,778
+199
+0.4% +$18.1K 2.55% 10
2019
Q2 		$4.33M Buy
49,579
+132
+0.3% +$11.6K 2.45% 11
2019
Q1 		$4.3M Sell
49,447
-1,265
-2% -$105K 2.54% 10
2018
Q4 		$3.77M Buy
+50,712
New +$3.99M 2.45% 11

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

Guidance Point Advisors's IYR Position: Q2 2026 in Review

Guidance Point Advisors reduced its iShares US Real Estate ETF (IYR) stake by 2.2% in Q2 2026, selling an estimated $22.8K and leaving 9,841 shares worth $1.01M. The position accounts for 0.21% of the portfolio, ranked #45.

Guidance Point Advisors first reported a position in IYR in Q4 2018 and has held it in 31 quarters since. The position peaked at $4.66M in Q3 2019. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Guidance Point Advisors held 9,841 shares of iShares US Real Estate ETF worth $1.01M as of Q2 2026.
  • Guidance Point Advisors sold 225 iShares US Real Estate ETF shares in Q2 2026, an estimated $22.8K.
  • iShares US Real Estate ETF made up 0.21% of Guidance Point Advisors's portfolio in Q2 2026, its #45 holding.
  • Guidance Point Advisors first reported a position in iShares US Real Estate ETF in Q4 2018 and has held it in 31 quarters since.
  • Guidance Point Advisors's iShares US Real Estate ETF position peaked at $4.66M in Q3 2019.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Guidance Point Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.