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Harbor Investment Advisory’s iShares US Real Estate ETF IYR Stock Holding History

Harbor Investment Advisory’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
Q3 		$363K Hold
3,816
– – 0.02% 344
2026
Q2 		$390K Hold
3,816
– – 0.03% 330
2026
Q1 		$361K Sell
3,816
-400
-9% -$38.9K 0.03% 327
2025
Q4 		$396K Buy
+4,216
New +$402K 0.03% 313
2021
Q3 		– Sell
-300
Closed -$31K – 1334
2021
Q2 		$31K Buy
+300
New +$29.8K ﹤0.01% 827

Other funds holding IYR

MGIA
Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return
CCM
Consolidated Capital Management Burbank, California $364M AUM 42.75% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Harbor Investment Advisory's IYR Position: Q3 2026 in Review

Harbor Investment Advisory held its iShares US Real Estate ETF (IYR) position steady in Q3 2026 at 3,816 shares worth $363K. The position accounts for 0.02% of the portfolio, ranked #344.

Harbor Investment Advisory first reported a position in IYR in Q2 2021 and has held it in 5 quarters since. The position peaked at $396K in Q4 2025. 26 funds tracked by Wall St. Rank hold IYR as of Q3 2026.

  • Harbor Investment Advisory held 3,816 shares of iShares US Real Estate ETF worth $363K as of Q3 2026.
  • Harbor Investment Advisory left its iShares US Real Estate ETF share count unchanged in Q3 2026.
  • iShares US Real Estate ETF made up 0.02% of Harbor Investment Advisory's portfolio in Q3 2026, its #344 holding.
  • Harbor Investment Advisory first reported a position in iShares US Real Estate ETF in Q2 2021 and has held it in 5 quarters since.
  • Harbor Investment Advisory's iShares US Real Estate ETF position peaked at $396K in Q4 2025.
  • 26 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2026.

Based on Harbor Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.