Institute for Wealth Management’s iShares US Real Estate ETF IYR Stock Holding History

Institute for Wealth Management’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	$113K	Buy	+1,101	New	+$112K	0.01%	656
2022 Q3	–	Sell	-2,246	Closed	-$207K	–	485
2022 Q2	$207K	Buy	2,246 +10	+0.4%	+$997	0.04%	481
2022 Q1	$242K	Buy	2,236 +170	+8%	+$17.9K	0.04%	472
2021 Q4	$240K	Buy	+2,066	New	+$226K	0.04%	425
2020 Q1	–	Sell	-2,067	Closed	-$192K	–	555
2019 Q4	$192K	Buy	+2,067	New	+$192K	0.04%	426
2014 Q4	–	Sell	-97	Closed	-$7K	–	42
2014 Q3	$7K	Hold	97	–	–	0.01%	53
2014 Q2	$7K	Sell	97 -88,232	-100%	-$6.21M	0.01%	51
2014 Q1	$5.98M	Sell	88,329 -14,047	-14%	-$932K	5.12%	4
2013 Q4	$6.46M	Sell	102,376 -12,085	-11%	-$778K	4.65%	3
2013 Q3	$7.3M	Sell	114,461 -12,984	-10%	-$848K	5.02%	3
2013 Q2	$8.47M	Buy	+127,445	New	+$9.01M	6.8%	3

Other funds holding IYR

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

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

Institute for Wealth Management's IYR Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in iShares US Real Estate ETF (IYR) in Q2 2026: 1,101 shares worth $113K. The stake represents 0.01% of the portfolio and ranks #656 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in IYR as recently as Q2 2022.

Institute for Wealth Management first reported a position in IYR in Q2 2013 and has held it in 11 quarters since. The position peaked at $8.47M in Q2 2013. 487 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

Institute for Wealth Management held 1,101 shares of iShares US Real Estate ETF worth $113K as of Q2 2026.
iShares US Real Estate ETF was a new Institute for Wealth Management position in Q2 2026.
iShares US Real Estate ETF made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #656 holding.
Institute for Wealth Management first reported a position in iShares US Real Estate ETF in Q2 2013 and has held it in 11 quarters since.
Institute for Wealth Management's iShares US Real Estate ETF position peaked at $8.47M in Q2 2013.
487 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.