IMG Wealth Management’s iShares US Real Estate ETF IYR Stock Holding History

IMG Wealth Management’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	$4.52K	Hold	44	–	–	﹤0.01%	414
2026 Q1	$4.16K	Hold	44	–	–	﹤0.01%	396
2025 Q4	$4.12K	Buy	44 +1	+2%	+$95	﹤0.01%	428
2025 Q3	$4.22K	Hold	43	–	–	﹤0.01%	368
2025 Q2	$4.09K	Hold	43	–	–	﹤0.01%	370
2025 Q1	$4.11K	Hold	43	–	–	﹤0.01%	244
2024 Q4	$3.98K	Buy	+43	New	+$4.24K	﹤0.01%	212

Other funds holding IYR

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

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

IMG Wealth Management's IYR Position: Q2 2026 in Review

IMG Wealth Management held its iShares US Real Estate ETF (IYR) position steady in Q2 2026 at 44 shares worth $4.52K. The position accounts for ﹤0.01% of the portfolio, ranked #414.

IMG Wealth Management first reported a position in IYR in Q4 2024 and has held it in 7 quarters since. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

IMG Wealth Management held 44 shares of iShares US Real Estate ETF worth $4.52K as of Q2 2026.
IMG Wealth Management left its iShares US Real Estate ETF share count unchanged in Q2 2026.
iShares US Real Estate ETF made up ﹤0.01% of IMG Wealth Management's portfolio in Q2 2026, its #414 holding.
IMG Wealth Management first reported a position in iShares US Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.