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Independence Wealth Advisors (Ohio)’s iShares US Real Estate ETF IYR Stock Holding History

Independence Wealth Advisors (Ohio)’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 		$1.08M Buy
10,601
+5,001
+89% +$507K 0.54% 34
2026
Q1 		$530K Buy
5,600
+193
+4% +$18.7K 0.28% 49
2025
Q4 		$508K Buy
+5,407
New +$515K 0.29% 48

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

Independence Wealth Advisors (Ohio)'s IYR Position: Q2 2026 in Review

Independence Wealth Advisors (Ohio) increased its iShares US Real Estate ETF (IYR) stake by 89% in Q2 2026, buying an estimated $507K and bringing the position to 10,601 shares worth $1.08M. The position accounts for 0.54% of the portfolio, ranked #34.

Independence Wealth Advisors (Ohio) first reported a position in IYR in Q4 2025 and has held it in 3 quarters since. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Independence Wealth Advisors (Ohio) held 10,601 shares of iShares US Real Estate ETF worth $1.08M as of Q2 2026.
  • Independence Wealth Advisors (Ohio) bought 5,001 iShares US Real Estate ETF shares in Q2 2026, an estimated $507K.
  • iShares US Real Estate ETF made up 0.54% of Independence Wealth Advisors (Ohio)'s portfolio in Q2 2026, its #34 holding.
  • Independence Wealth Advisors (Ohio) first reported a position in iShares US Real Estate ETF in Q4 2025 and has held it in 3 quarters since.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Independence Wealth Advisors (Ohio)'s 13F filing for Q2 2026, filed 14 Aug 2026.