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Independent Financial Group’s iShares US Real Estate ETF IYR Stock Holding History

Independent Financial Group’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 		– Sell
-3,367
Closed -$316K – 1489
2025
Q4 		$316K Sell
3,367
-742
-18% -$70.7K 0.01% 1125
2025
Q3 		$399K Sell
4,109
-193
-4% -$18.6K 0.01% 947
2025
Q2 		$408K Buy
4,302
+146
+4% +$13.6K 0.01% 870
2025
Q1 		$398K Sell
4,156
-10,946
-72% -$1.04M 0.01% 803
2024
Q4 		$1.41M Sell
15,102
-8,155
-35% -$804K 0.05% 388
2024
Q3 		$2.37M Buy
23,257
+17,517
+305% +$1.69M 0.09% 236
2024
Q2 		$504K Sell
5,740
-886
-13% -$76K 0.02% 604
2024
Q1 		$596K Sell
6,626
-9,721
-59% -$859K 0.03% 526
2023
Q4 		$1.49M Buy
16,347
+3,200
+24% +$262K 0.08% 259
2023
Q3 		$1.03M Buy
13,147
+1,514
+13% +$129K 0.07% 306
2023
Q2 		$1.01M Buy
11,633
+7,765
+201% +$652K 0.07% 309
2023
Q1 		$328K Buy
3,868
+1,381
+56% +$121K 0.03% 572
2022
Q4 		$209K Sell
2,487
-1,599
-39% -$134K 0.02% 703
2022
Q3 		$333K Buy
+4,086
New +$387K 0.03% 511
2022
Q2 		– Sell
-2,072
Closed -$224K – 766
2022
Q1 		$224K Sell
2,072
-1,719
-45% -$181K 0.02% 705
2021
Q4 		$440K Buy
3,791
+384
+11% +$42.1K 0.04% 456
2021
Q3 		$349K Buy
+3,407
New +$363K 0.04% 476

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
IMPI
Ilmarinen Mutual Pension Insurance Helsinki, Finland $14.8B AUM 26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Independent Financial Group's IYR Position: Q1 2026 in Review

Independent Financial Group sold out of iShares US Real Estate ETF (IYR) in Q1 2026, closing a stake of 3,367 shares — an estimated $316K sold.

Independent Financial Group first reported a position in IYR in Q3 2021 and held it in 17 quarters. The position peaked at $2.37M in Q3 2024. 460 funds tracked by Wall St. Rank hold IYR as of Q1 2026.

  • Independent Financial Group reported no remaining iShares US Real Estate ETF position as of Q1 2026 after selling out during the quarter.
  • Independent Financial Group sold 3,367 iShares US Real Estate ETF shares in Q1 2026, an estimated $316K.
  • Independent Financial Group first reported a position in iShares US Real Estate ETF in Q3 2021 and held it in 17 quarters.
  • Independent Financial Group's iShares US Real Estate ETF position peaked at $2.37M in Q3 2024.
  • 460 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2026.

Based on Independent Financial Group's 13F filing for Q1 2026, filed 5 May 2026.