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

IFG 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 		$316K Sell
3,089
-561
-15% -$56.9K 0.04% 130
2026
Q1 		$345K Buy
3,650
+9
+0.2% +$874 0.06% 112
2025
Q4 		$342K Sell
3,641
-239
-6% -$22.8K 0.06% 110
2025
Q3 		$377K Buy
3,880
+272
+8% +$26.2K 0.06% 104
2025
Q2 		$342K Buy
3,608
+16
+0.4% +$1.49K 0.06% 121
2025
Q1 		$344K Buy
3,592
+12
+0.3% +$1.14K 0.07% 112
2024
Q4 		$333K Buy
3,580
+27
+0.8% +$2.66K 0.07% 111
2024
Q3 		$362K Buy
3,553
+21
+0.6% +$2.02K 0.08% 97
2024
Q2 		$310K Buy
3,532
+23
+0.7% +$1.97K 0.07% 104
2024
Q1 		$316K Buy
3,509
+13
+0.4% +$1.15K 0.08% 100
2023
Q4 		$320K Buy
3,496
+68
+2% +$5.57K 0.09% 90
2023
Q3 		$268K Sell
3,428
-252
-7% -$21.5K 0.1% 98
2023
Q2 		$318K Buy
3,680
+268
+8% +$22.5K 0.11% 90
2023
Q1 		$290K Buy
3,412
+18
+0.5% +$1.57K 0.11% 93
2022
Q4 		$286K Buy
3,394
+68
+2% +$5.71K 0.12% 91
2022
Q3 		$271K Sell
3,326
-373
-10% -$35.3K 0.14% 85
2022
Q2 		$340K Buy
3,699
+9
+0.2% +$897 0.17% 73
2022
Q1 		$399K Buy
3,690
+14
+0.4% +$1.48K 0.18% 76
2021
Q4 		$427K Buy
3,676
+47
+1% +$5.15K 0.18% 69
2021
Q3 		$372K Sell
3,629
-38
-1% -$4.04K 0.17% 73
2021
Q2 		$374K Buy
3,667
+36
+1% +$3.57K 0.18% 75
2021
Q1 		$334K Hold
3,631
– – 0.18% 67
2020
Q4 		$311K Buy
3,631
+56
+2% +$4.66K 0.19% 64
2020
Q3 		$286K Buy
3,575
+20
+0.6% +$1.61K 0.2% 67
2020
Q2 		$280K Buy
3,555
+56
+2% +$4.25K 0.22% 61
2020
Q1 		$243K Hold
3,499
– – 0.24% 66
2019
Q4 		$326K Buy
3,499
+58
+2% +$5.38K 0.27% 41
2019
Q3 		$322K Buy
+3,441
New +$313K 0.3% 39

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

IFG Advisors's IYR Position: Q2 2026 in Review

IFG Advisors reduced its iShares US Real Estate ETF (IYR) stake by 15% in Q2 2026, selling an estimated $56.9K and leaving 3,089 shares worth $316K. The position accounts for 0.04% of the portfolio, ranked #130.

IFG Advisors first reported a position in IYR in Q3 2019 and has held it in 28 quarters since. The position peaked at $427K in Q4 2021. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • IFG Advisors held 3,089 shares of iShares US Real Estate ETF worth $316K as of Q2 2026.
  • IFG Advisors sold 561 iShares US Real Estate ETF shares in Q2 2026, an estimated $56.9K.
  • iShares US Real Estate ETF made up 0.04% of IFG Advisors's portfolio in Q2 2026, its #130 holding.
  • IFG Advisors first reported a position in iShares US Real Estate ETF in Q3 2019 and has held it in 28 quarters since.
  • IFG Advisors's iShares US Real Estate ETF position peaked at $427K in Q4 2021.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on IFG Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.