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Independent Advisor Alliance’s iShares US Real Estate ETF IYR Stock Holding History

Independent Advisor Alliance’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 		– Sell
-3,433
Closed -$325K – 1382
2026
Q1 		$325K Buy
+3,433
New +$333K ﹤0.01% 1289
2025
Q1 		– Sell
-3,621
Closed -$337K – 1113
2024
Q4 		$337K Buy
+3,621
New +$357K ﹤0.01% 1090
2020
Q1 		– Sell
-39,124
Closed -$3.64M – 653
2019
Q4 		$3.64M Buy
+39,124
New +$3.63M 0.16% 142
2017
Q2 		– Sell
-30,370
Closed -$2.38M – 328
2017
Q1 		$2.38M Buy
+30,370
New +$2.37M 0.38% 75

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

Independent Advisor Alliance's IYR Position: Q2 2026 in Review

Independent Advisor Alliance sold out of iShares US Real Estate ETF (IYR) in Q2 2026, closing a stake of 3,433 shares — an estimated $325K sold.

Independent Advisor Alliance first reported a position in IYR in Q1 2017 and held it in 4 quarters. The position peaked at $3.64M in Q4 2019. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Independent Advisor Alliance reported no remaining iShares US Real Estate ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 3,433 iShares US Real Estate ETF shares in Q2 2026, an estimated $325K.
  • Independent Advisor Alliance first reported a position in iShares US Real Estate ETF in Q1 2017 and held it in 4 quarters.
  • Independent Advisor Alliance's iShares US Real Estate ETF position peaked at $3.64M in Q4 2019.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.