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

IFP 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 		$184K Buy
1,800
+267
+17% +$27.1K ﹤0.01% 1586
2026
Q1 		$145K Buy
1,533
+1
+0.1% +$97 ﹤0.01% 1581
2025
Q4 		$144K Sell
1,532
-47
-3% -$4.48K ﹤0.01% 1562
2025
Q3 		$153K Sell
1,579
-128
-7% -$12.3K ﹤0.01% 1426
2025
Q2 		$162K Sell
1,707
-72,794
-98% -$6.79M ﹤0.01% 1372
2025
Q1 		$7.13M Sell
74,501
-33
-0% -$3.14K 0.22% 96
2024
Q4 		$6.94M Buy
74,534
+70,746
+1,868% +$6.97M 0.23% 88
2024
Q3 		$386K Sell
3,788
-86,656
-96% -$8.35M 0.01% 794
2024
Q2 		$7.94M Sell
90,444
-23,171
-20% -$1.99M 0.31% 65
2024
Q1 		$10.2M Buy
113,615
+4,560
+4% +$403K 0.45% 49
2023
Q4 		$9.97M Buy
109,055
+106,048
+3,527% +$8.68M 0.47% 44
2023
Q3 		$236K Sell
3,007
-564
-16% -$48.1K 0.01% 891
2023
Q2 		$311K Sell
3,571
-127,707
-97% -$10.7M 0.01% 828
2023
Q1 		$10.3M Buy
131,278
+126,856
+2,869% +$11.1M 0.45% 46
2022
Q4 		$369K Sell
4,422
-89,991
-95% -$7.56M 0.01% 1032
2022
Q3 		$7.41M Buy
94,413
+149
+0.2% +$14.1K 0.19% 103
2022
Q2 		$7.4M Hold
94,264
– – 0.24% 94
2022
Q1 		$7.4M Sell
94,264
-16,058
-15% -$1.69M 0.24% 94
2021
Q4 		$12.8M Buy
110,322
+25,026
+29% +$2.74M 0.25% 43
2021
Q3 		$8.75M Buy
85,296
+73,444
+620% +$7.82M 0.18% 65
2021
Q2 		$1.21M Buy
11,852
+6,234
+111% +$619K 0.02% 338
2021
Q1 		$518K Sell
5,618
-755
-12% -$66.3K 0.01% 504
2020
Q4 		$545K Sell
6,373
-835
-12% -$69.5K 0.02% 483
2020
Q3 		$574K Sell
7,208
-127,993
-95% -$10.3M 0.03% 401
2020
Q2 		$10.5M Sell
135,201
-26,665
-16% -$2.02M 0.83% 16
2020
Q1 		$11.3M Sell
161,866
-17,552
-10% -$1.55M 1.15% 11
2019
Q4 		$16.6M Buy
179,418
+1,424
+0.8% +$132K 1.25% 6
2019
Q3 		$16.6M Buy
+177,994
New +$16.2M 1.11% 8
2019
Q1 		$10.6M Buy
122,198
+61,863
+103% +$5.12M 1.45% 8
2018
Q4 		$4.51M Sell
60,335
-9,049
-13% -$711K 0.27% 82
2018
Q3 		$5.55M Sell
69,384
-1,155
-2% -$94.2K 0.23% 96
2018
Q2 		$5.68M Sell
70,539
-14,716
-17% -$1.13M 0.24% 97
2018
Q1 		$6.91M Hold
85,255
– – 0.31% 68
2017
Q4 		$6.91M Sell
85,255
-10,627
-11% -$863K 0.31% 68
2017
Q3 		$7.66M Buy
95,882
+6,807
+8% +$547K 0.3% 67
2017
Q2 		$7.11M Sell
89,075
-4,205
-5% -$334K 0.3% 63
2017
Q1 		$7.32M Buy
93,280
+67,737
+265% +$5.29M 0.32% 65
2016
Q4 		$1.97M Sell
25,543
-187,329
-88% -$14.2M 0.09% 232
2016
Q3 		$17.2M Buy
212,872
+28,300
+15% +$2.34M 0.89% 11
2016
Q2 		$15.2M Buy
184,572
+62,374
+51% +$4.89M 0.85% 13
2016
Q1 		$10.6M Sell
122,198
-7,965
-6% -$578K 1.45% 8
2015
Q4 		$9.77M Buy
+130,163
New +$9.72M 0.66% 22

Other funds holding IYR

AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03T AUM 1% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 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

IFP Advisors's IYR Position: Q2 2026 in Review

IFP Advisors increased its iShares US Real Estate ETF (IYR) stake by 17% in Q2 2026, buying an estimated $27.1K and bringing the position to 1,800 shares worth $184K. The position accounts for ﹤0.01% of the portfolio, ranked #1586.

IFP Advisors first reported a position in IYR in Q4 2015 and has held it in 42 quarters since. The position peaked at $17.2M in Q3 2016. 131 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • IFP Advisors held 1,800 shares of iShares US Real Estate ETF worth $184K as of Q2 2026.
  • IFP Advisors bought 267 iShares US Real Estate ETF shares in Q2 2026, an estimated $27.1K.
  • iShares US Real Estate ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1586 holding.
  • IFP Advisors first reported a position in iShares US Real Estate ETF in Q4 2015 and has held it in 42 quarters since.
  • IFP Advisors's iShares US Real Estate ETF position peaked at $17.2M in Q3 2016.
  • 131 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.