Infinity Wealth Counsel’s iShares US Real Estate ETF IYR Stock Holding History

Infinity Wealth Counsel’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 Q3	$486K	Hold	5,110	–	–	0.39%	44
2026 Q2	$522K	Sell	5,110 -200	-4%	-$20.3K	0.42%	45
2026 Q1	$502K	Buy	5,310 +25	+0.5%	+$2.43K	0.46%	44
2025 Q4	$496K	Buy	5,285 +400	+8%	+$38.1K	0.45%	43
2025 Q3	$474K	Buy	4,885 +140	+3%	+$13.5K	0.46%	45
2025 Q2	$450K	Hold	4,745	–	–	0.45%	41
2025 Q1	$454K	Sell	4,745 -50	-1%	-$4.76K	0.49%	40
2024 Q4	$446K	Buy	+4,795	New	+$473K	0.48%	40

Other funds holding IYR

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return

Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return

Norden Group Provo, Utah $1.33B AUM 30.5% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return

CCM

Consolidated Capital Management Burbank, California $364M AUM 42.75% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Infinity Wealth Counsel's IYR Position: Q3 2026 in Review

Infinity Wealth Counsel held its iShares US Real Estate ETF (IYR) position steady in Q3 2026 at 5,110 shares worth $486K. The position accounts for 0.39% of the portfolio, ranked #44.

Infinity Wealth Counsel first reported a position in IYR in Q4 2024 and has held it in 8 quarters since. The position peaked at $522K in Q2 2026. 81 funds tracked by Wall St. Rank hold IYR as of Q3 2026.

Infinity Wealth Counsel held 5,110 shares of iShares US Real Estate ETF worth $486K as of Q3 2026.
Infinity Wealth Counsel left its iShares US Real Estate ETF share count unchanged in Q3 2026.
iShares US Real Estate ETF made up 0.39% of Infinity Wealth Counsel's portfolio in Q3 2026, its #44 holding.
Infinity Wealth Counsel first reported a position in iShares US Real Estate ETF in Q4 2024 and has held it in 8 quarters since.
Infinity Wealth Counsel's iShares US Real Estate ETF position peaked at $522K in Q2 2026.
81 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2026.

Based on Infinity Wealth Counsel's 13F filing for Q3 2026, filed 15 Oct 2026.