Independence Bank of Kentucky’s iShares US Real Estate ETF IYR Stock Holding History

Independence Bank of Kentucky’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	$9.2K	Hold	90	–	–	﹤0.01%	508
2026 Q1	$8.51K	Hold	90	–	–	﹤0.01%	534
2025 Q4	$8.45K	Hold	90	–	–	﹤0.01%	545
2025 Q3	$8.74K	Hold	90	–	–	﹤0.01%	548
2025 Q2	$8.53K	Hold	90	–	–	﹤0.01%	539
2025 Q1	$8.62K	Hold	90	–	–	﹤0.01%	528
2024 Q4	$8.38K	Hold	90	–	–	﹤0.01%	533
2024 Q3	$9.17K	Hold	90	–	–	﹤0.01%	494
2024 Q2	$7.9K	Hold	90	–	–	﹤0.01%	466
2024 Q1	$8.09K	Hold	90	–	–	﹤0.01%	450
2023 Q4	$8.23K	Hold	90	–	–	﹤0.01%	434
2023 Q3	$7.03K	Hold	90	–	–	﹤0.01%	410
2023 Q2	$7.79K	Hold	90	–	–	﹤0.01%	402
2023 Q1	$7.64K	Hold	90	–	–	﹤0.01%	372
2022 Q4	$8K	Hold	90	–	–	﹤0.01%	372
2022 Q3	$7K	Hold	90	–	–	﹤0.01%	360
2022 Q2	$8K	Hold	90	–	–	﹤0.01%	356
2022 Q1	$10K	Hold	90	–	–	﹤0.01%	349
2021 Q4	$10K	Hold	90	–	–	﹤0.01%	338
2021 Q3	$9K	Hold	90	–	–	﹤0.01%	346
2021 Q2	$9K	Hold	90	–	–	﹤0.01%	342
2021 Q1	$8K	Hold	90	–	–	﹤0.01%	341
2020 Q4	$8K	Hold	90	–	–	﹤0.01%	334
2020 Q3	$7K	Hold	90	–	–	﹤0.01%	320
2020 Q2	$7K	Hold	90	–	–	﹤0.01%	298
2020 Q1	$6K	Sell	90 -100	-53%	-$8.85K	﹤0.01%	306
2019 Q4	$18K	Hold	190	–	–	0.01%	271
2019 Q3	$18K	Hold	190	–	–	0.01%	267
2019 Q2	$17K	Hold	190	–	–	0.01%	240
2019 Q1	$17K	Hold	190	–	–	0.01%	238
2018 Q4	$14K	Hold	190	–	–	0.01%	242
2018 Q3	$15K	Hold	190	–	–	0.01%	255
2018 Q2	$15K	Hold	190	–	–	0.01%	237
2018 Q1	$14K	Hold	190	–	–	0.01%	250
2017 Q4	$15K	Buy	+190	New	+$15.4K	0.01%	239

Other funds holding IYR

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

COI

Connable Office Inc Kalamazoo, Michigan $1.14B AUM 24.79% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

DDFG Inc Thousand Oaks, California $504M AUM 18.61% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Independence Bank of Kentucky's IYR Position: Q2 2026 in Review

Independence Bank of Kentucky held its iShares US Real Estate ETF (IYR) position steady in Q2 2026 at 90 shares worth $9.2K. The position accounts for ﹤0.01% of the portfolio, ranked #508.

Independence Bank of Kentucky first reported a position in IYR in Q4 2017 and has held it in 35 quarters since. The position peaked at $18K in Q4 2019. 235 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

Independence Bank of Kentucky held 90 shares of iShares US Real Estate ETF worth $9.2K as of Q2 2026.
Independence Bank of Kentucky left its iShares US Real Estate ETF share count unchanged in Q2 2026.
iShares US Real Estate ETF made up ﹤0.01% of Independence Bank of Kentucky's portfolio in Q2 2026, its #508 holding.
Independence Bank of Kentucky first reported a position in iShares US Real Estate ETF in Q4 2017 and has held it in 35 quarters since.
Independence Bank of Kentucky's iShares US Real Estate ETF position peaked at $18K in Q4 2019.
235 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.