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HCR Wealth Advisors’s iShares US Real Estate ETF IYR Stock Holding History

HCR Wealth 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 		$431K Sell
4,215
-1,050
-20% -$107K 0.04% 172
2026
Q1 		$498K Hold
5,265
– – 0.05% 151
2025
Q4 		$494K Hold
5,265
– – 0.05% 150
2025
Q3 		$509K Sell
5,265
-429
-8% -$41.3K 0.05% 143
2025
Q2 		$540K Buy
5,694
+1
+0% +$93 0.06% 131
2025
Q1 		$545K Buy
5,693
+1
+0% +$95 0.07% 132
2024
Q4 		$530K Hold
5,692
– – 0.07% 135
2024
Q3 		$580K Hold
5,692
– – 0.08% 130
2024
Q2 		$499K Sell
5,692
-250
-4% -$21.4K 0.07% 129
2024
Q1 		$534K Sell
5,942
-174
-3% -$15.4K 0.08% 127
2023
Q4 		$559K Buy
6,116
+404
+7% +$33.1K 0.09% 113
2023
Q3 		$446K Sell
5,712
-1,470
-20% -$125K 0.1% 109
2023
Q2 		$622K Sell
7,182
-1,199
-14% -$101K 0.12% 100
2023
Q1 		$712K Sell
8,381
-1,154
-12% -$101K 0.14% 95
2022
Q4 		$803K Sell
9,535
-606
-6% -$50.9K 0.17% 88
2022
Q3 		$826K Sell
10,141
-910
-8% -$86.1K 0.18% 86
2022
Q2 		$1.02M Sell
11,051
-400
-3% -$39.9K 0.2% 80
2022
Q1 		$1.24M Buy
11,451
+181
+2% +$19.1K 0.2% 81
2021
Q4 		$1.31M Sell
11,270
-480
-4% -$52.6K 0.2% 87
2021
Q3 		$1.2M Hold
11,750
– – 0.2% 93
2021
Q2 		$1.2M Sell
11,750
-44
-0.4% -$4.37K 0.21% 91
2021
Q1 		$1.08M Sell
11,794
-4,635
-28% -$407K 0.21% 90
2020
Q4 		$1.41M Sell
16,429
-25
-0.2% -$2.08K 0.29% 68
2020
Q3 		$1.31M Sell
16,454
-314
-2% -$25.4K 0.3% 66
2020
Q2 		$1.35M Sell
16,768
-2,170
-11% -$164K 0.32% 55
2020
Q1 		$1.32M Buy
18,938
+985
+5% +$87.2K 0.38% 46
2019
Q4 		$1.67M Buy
17,953
+4,510
+34% +$418K 0.41% 48
2019
Q3 		$1.26M Sell
13,443
-3,565
-21% -$325K 0.42% 55
2019
Q2 		$1.49M Buy
17,008
+25
+0.1% +$2.19K 0.42% 45
2019
Q1 		$1.48M Buy
16,983
+3,400
+25% +$281K 0.42% 48
2018
Q4 		$1.02M Sell
13,583
-125
-0.9% -$9.82K 0.33% 66
2018
Q3 		$1.06M Sell
13,708
-845
-6% -$68.9K 0.34% 67
2018
Q2 		$1.17M Sell
14,553
-490
-3% -$37.8K 0.38% 63
2018
Q1 		$1.14M Sell
15,043
-1,135
-7% -$86.1K 0.39% 62
2017
Q4 		$1.31M Sell
16,178
-470
-3% -$38.2K 0.46% 50
2017
Q3 		$1.33M Sell
16,648
-100
-0.6% -$8.03K 0.56% 44
2017
Q2 		$1.34M Sell
16,748
-2,033
-11% -$162K 0.66% 35
2017
Q1 		$1.47M Sell
18,781
-122
-0.6% -$9.52K 0.76% 33
2016
Q4 		$1.45M Buy
+18,903
New +$1.44M 0.77% 34

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

HCR Wealth Advisors's IYR Position: Q2 2026 in Review

HCR Wealth Advisors reduced its iShares US Real Estate ETF (IYR) stake by 20% in Q2 2026, selling an estimated $107K and leaving 4,215 shares worth $431K. The position accounts for 0.04% of the portfolio, ranked #172.

HCR Wealth Advisors first reported a position in IYR in Q4 2016 and has held it in 39 quarters since. The position peaked at $1.67M in Q4 2019. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • HCR Wealth Advisors held 4,215 shares of iShares US Real Estate ETF worth $431K as of Q2 2026.
  • HCR Wealth Advisors sold 1,050 iShares US Real Estate ETF shares in Q2 2026, an estimated $107K.
  • iShares US Real Estate ETF made up 0.04% of HCR Wealth Advisors's portfolio in Q2 2026, its #172 holding.
  • HCR Wealth Advisors first reported a position in iShares US Real Estate ETF in Q4 2016 and has held it in 39 quarters since.
  • HCR Wealth Advisors's iShares US Real Estate ETF position peaked at $1.67M in Q4 2019.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.