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HB Wealth Management’s iShares US Real Estate ETF IYR Stock Holding History

HB Wealth Management’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 		$1.27M Buy
12,444
+1,367
+12% +$139K 0.01% 640
2026
Q1 		$1.05M Sell
11,077
-528
-5% -$51.3K 0.01% 643
2025
Q4 		$1.09M Sell
11,605
-83
-0.7% -$7.91K 0.01% 595
2025
Q3 		$1.13M Buy
11,688
+4,296
+58% +$413K 0.01% 573
2025
Q2 		$701K Sell
7,392
-1,790
-19% -$167K 0.01% 634
2025
Q1 		$879K Buy
9,182
+11
+0.1% +$1.05K 0.01% 577
2024
Q4 		$853K Buy
9,171
+100
+1% +$9.86K 0.01% 446
2024
Q3 		$924K Buy
9,071
+490
+6% +$47.2K 0.01% 414
2024
Q2 		$753K Hold
8,581
– – 0.01% 435
2024
Q1 		$771K Hold
8,581
– – 0.01% 395
2023
Q4 		$784K Sell
8,581
-2,313
-21% -$189K 0.01% 357
2023
Q3 		$851K Hold
10,894
– – 0.01% 321
2023
Q2 		$943K Sell
10,894
-70
-0.6% -$5.88K 0.02% 298
2023
Q1 		$931K Sell
10,964
-1,422
-11% -$124K 0.02% 297
2022
Q4 		$1.04M Sell
12,386
-928
-7% -$77.9K 0.02% 276
2022
Q3 		$1.08M Sell
13,314
-1,092
-8% -$103K 0.02% 243
2022
Q2 		$1.32M Buy
14,406
+213
+2% +$21.2K 0.03% 219
2022
Q1 		$1.54M Buy
14,193
+8,648
+156% +$913K 0.03% 215
2021
Q4 		$644K Buy
+5,545
New +$607K 0.01% 283

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

HB Wealth Management's IYR Position: Q2 2026 in Review

HB Wealth Management increased its iShares US Real Estate ETF (IYR) stake by 12% in Q2 2026, buying an estimated $139K and bringing the position to 12,444 shares worth $1.27M. The position accounts for 0.01% of the portfolio, ranked #640.

HB Wealth Management first reported a position in IYR in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.54M in Q1 2022. 487 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • HB Wealth Management held 12,444 shares of iShares US Real Estate ETF worth $1.27M as of Q2 2026.
  • HB Wealth Management bought 1,367 iShares US Real Estate ETF shares in Q2 2026, an estimated $139K.
  • iShares US Real Estate ETF made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #640 holding.
  • HB Wealth Management first reported a position in iShares US Real Estate ETF in Q4 2021 and has held it in 19 quarters since.
  • HB Wealth Management's iShares US Real Estate ETF position peaked at $1.54M in Q1 2022.
  • 487 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.