IAA
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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
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 $11.5B AUM 18.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74B AUM
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
IMPI
Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return