IA
IYR icon

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

IFG Advisory’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 		$52.2K Buy
+510
New +$51.7K ﹤0.01% 1321
2022
Q4 		– Sell
-4,314
Closed -$351K – 521
2022
Q3 		$351K Buy
+4,314
New +$408K 0.03% 375

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 Advisory's IYR Position: Q2 2026 in Review

IFG Advisory opened a new position in iShares US Real Estate ETF (IYR) in Q2 2026: 510 shares worth $52.2K. The stake represents ﹤0.01% of the portfolio and ranks #1321 among its holdings. This is a return to the name: IFG Advisory previously reported a position in IYR as recently as Q3 2022.

IFG Advisory first reported a position in IYR in Q3 2022 and has held it in 2 quarters since. The position peaked at $351K in Q3 2022. 487 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • IFG Advisory held 510 shares of iShares US Real Estate ETF worth $52.2K as of Q2 2026.
  • iShares US Real Estate ETF was a new IFG Advisory position in Q2 2026.
  • iShares US Real Estate ETF made up ﹤0.01% of IFG Advisory's portfolio in Q2 2026, its #1321 holding.
  • IFG Advisory first reported a position in iShares US Real Estate ETF in Q3 2022 and has held it in 2 quarters since.
  • IFG Advisory's iShares US Real Estate ETF position peaked at $351K in Q3 2022.
  • 487 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.