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

Heritage 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 Q1	–	Sell	-700	Closed	-$65.7K	–	694
2025 Q4	$65.7K	Hold	700	–	–	﹤0.01%	292
2025 Q3	$68K	Hold	700	–	–	﹤0.01%	275
2025 Q2	$66.3K	Hold	700	–	–	﹤0.01%	280
2025 Q1	$67K	Hold	700	–	–	﹤0.01%	278
2024 Q4	$65.1K	Hold	700	–	–	﹤0.01%	291
2024 Q3	$71.3K	Hold	700	–	–	﹤0.01%	297
2024 Q2	$61.4K	Hold	700	–	–	﹤0.01%	293
2024 Q1	$62.9K	Hold	700	–	–	﹤0.01%	305
2023 Q4	$64K	Hold	700	–	–	﹤0.01%	315
2023 Q3	$54.7K	Hold	700	–	–	﹤0.01%	291
2023 Q2	$60.6K	Hold	700	–	–	﹤0.01%	296
2023 Q1	$59.4K	Sell	700 -219	-24%	-$19.2K	﹤0.01%	298
2022 Q4	$77.4K	Hold	919	–	–	﹤0.01%	279
2022 Q3	$74.8K	Sell	919 -100	-10%	-$9.47K	0.01%	268
2022 Q2	$94K	Buy	1,019 +700	+219%	+$69.8K	0.01%	266
2022 Q1	$35K	Hold	319	–	–	﹤0.01%	349
2021 Q4	$37K	Hold	319	–	–	﹤0.01%	354
2021 Q3	$32.7K	Hold	319	–	–	﹤0.01%	356
2021 Q2	$32.5K	Hold	319	–	–	﹤0.01%	364
2021 Q1	$29.3K	Hold	319	–	–	﹤0.01%	387
2020 Q4	$27K	Hold	319	–	–	﹤0.01%	381
2020 Q3	$25.5K	Hold	319	–	–	﹤0.01%	331
2020 Q2	$25.1K	Hold	319	–	–	﹤0.01%	311
2020 Q1	$22.2K	Hold	319	–	–	﹤0.01%	314
2019 Q4	$29.7K	Hold	319	–	–	﹤0.01%	345
2019 Q3	$29K	Hold	319	–	–	﹤0.01%	323
2019 Q2	$27.9K	Hold	319	–	–	﹤0.01%	309
2019 Q1	$27.8K	Hold	319	–	–	﹤0.01%	275
2018 Q4	$23K	Hold	319	–	–	﹤0.01%	251
2018 Q3	$25K	Buy	+319	New	+$26K	﹤0.01%	253

Other funds holding IYR

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

IMPI

Ilmarinen Mutual Pension Insurance Helsinki, Finland $14.8B AUM 26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Heritage Wealth Advisors's IYR Position: Q1 2026 in Review

Heritage Wealth Advisors sold out of iShares US Real Estate ETF (IYR) in Q1 2026, closing a stake of 700 shares — an estimated $65.7K sold.

Heritage Wealth Advisors first reported a position in IYR in Q3 2018 and held it in 30 quarters. The position peaked at $94K in Q2 2022. 460 funds tracked by Wall St. Rank hold IYR as of Q1 2026.

Heritage Wealth Advisors reported no remaining iShares US Real Estate ETF position as of Q1 2026 after selling out during the quarter.
Heritage Wealth Advisors sold 700 iShares US Real Estate ETF shares in Q1 2026, an estimated $65.7K.
Heritage Wealth Advisors first reported a position in iShares US Real Estate ETF in Q3 2018 and held it in 30 quarters.
Heritage Wealth Advisors's iShares US Real Estate ETF position peaked at $94K in Q2 2022.
460 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.