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 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	–	1336
2021 Q2	$31K	Buy	+300	New	+$29.8K	﹤0.01%	827

Other funds holding IYR

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return

First Financial Corp Terre Haute, Indiana $289M AUM 28.65% 1-Year Est. Return

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return