IFG
IYRI

Independent Financial Group’s NEOS Real Estate High Income ETF IYRI Stock Holding History

Independent Financial Group’s Portfolio IYRI Stock Details IYRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$295K Buy
+6,000
New +$295K 0.01% 1255

Other funds holding IYRI

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Independent Financial Group's IYRI Position: Q2 2026 in Review

Independent Financial Group opened a new position in NEOS Real Estate High Income ETF (IYRI) in Q2 2026: 6,000 shares worth $295K. The stake represents 0.01% of the portfolio and ranks #1255 among its holdings.

9 funds tracked by Wall St. Rank hold IYRI as of Q2 2026.

  • Independent Financial Group held 6,000 shares of NEOS Real Estate High Income ETF worth $295K as of Q2 2026.
  • NEOS Real Estate High Income ETF was a new Independent Financial Group position in Q2 2026.
  • NEOS Real Estate High Income ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1255 holding.
  • 9 funds tracked by Wall St. Rank held NEOS Real Estate High Income ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.