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Highline Wealth Partners’s iShares US Real Estate ETF IYR Stock Holding History

Highline Wealth Partners’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 		$17.5K Buy
+171
New +$17.4K ﹤0.01% 423

Other funds holding IYR

AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03T AUM 1% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
ADEF
Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return
OFG
Omega Financial Group Santa Barbara, California $329M AUM 17.3% 1-Year Est. Return

Highline Wealth Partners's IYR Position: Q2 2026 in Review

Highline Wealth Partners opened a new position in iShares US Real Estate ETF (IYR) in Q2 2026: 171 shares worth $17.5K. The stake represents ﹤0.01% of the portfolio and ranks #423 among its holdings.

101 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Highline Wealth Partners held 171 shares of iShares US Real Estate ETF worth $17.5K as of Q2 2026.
  • iShares US Real Estate ETF was a new Highline Wealth Partners position in Q2 2026.
  • iShares US Real Estate ETF made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #423 holding.
  • 101 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.