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Hughes Financial Services’s iShares US Real Estate ETF IYR Stock Holding History

Hughes Financial Services’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 		$142K Hold
1,386
– – 0.02% 112
2026
Q1 		$131K Hold
1,386
– – 0.02% 104
2025
Q4 		$130K Hold
1,386
– – 0.02% 100
2025
Q3 		$132K Hold
1,386
– – 0.02% 96
2025
Q2 		$132K Sell
1,386
-1,328
-49% -$124K 0.02% 92
2025
Q1 		$260K Sell
2,714
-45
-2% -$4.28K 0.05% 55
2024
Q4 		$257K Buy
+2,759
New +$272K 0.05% 51

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

Hughes Financial Services's IYR Position: Q2 2026 in Review

Hughes Financial Services held its iShares US Real Estate ETF (IYR) position steady in Q2 2026 at 1,386 shares worth $142K. The position accounts for 0.02% of the portfolio, ranked #112.

Hughes Financial Services first reported a position in IYR in Q4 2024 and has held it in 7 quarters since. The position peaked at $260K in Q1 2025. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Hughes Financial Services held 1,386 shares of iShares US Real Estate ETF worth $142K as of Q2 2026.
  • Hughes Financial Services left its iShares US Real Estate ETF share count unchanged in Q2 2026.
  • iShares US Real Estate ETF made up 0.02% of Hughes Financial Services's portfolio in Q2 2026, its #112 holding.
  • Hughes Financial Services first reported a position in iShares US Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
  • Hughes Financial Services's iShares US Real Estate ETF position peaked at $260K in Q1 2025.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.