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Integrated Wealth Concepts’s iShares US Real Estate ETF IYR Stock Holding History

Integrated Wealth Concepts’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 		$1.19M Buy
12,637
+7,866
+165% +$764K 0.01% 1017
2025
Q4 		$448K Sell
4,771
-1,349
-22% -$129K 0.01% 1151
2025
Q3 		$594K Buy
6,120
+459
+8% +$44.2K 0.01% 1260
2025
Q2 		$536K Buy
5,661
+56
+1% +$5.22K 0.01% 1234
2025
Q1 		$537K Sell
5,605
-49
-0.9% -$4.66K 0.01% 1114
2024
Q4 		$526K Sell
5,654
-1,074
-16% -$106K 0.01% 1097
2024
Q3 		$685K Sell
6,728
-411
-6% -$39.6K 0.01% 953
2024
Q2 		$626K Sell
7,139
-21
-0.3% -$1.8K 0.01% 958
2024
Q1 		$644K Sell
7,160
-1,011
-12% -$89.4K 0.01% 938
2023
Q4 		$747K Buy
8,171
+999
+14% +$81.8K 0.01% 835
2023
Q3 		$560K Sell
7,172
-19,055
-73% -$1.62M 0.01% 936
2023
Q2 		$2.27M Buy
26,227
+19,427
+286% +$1.63M 0.04% 415
2023
Q1 		$577K Sell
6,800
-416
-6% -$36.4K 0.01% 809
2022
Q4 		$608K Sell
7,216
-4,802
-40% -$403K 0.02% 597
2022
Q3 		$979K Buy
12,018
+391
+3% +$37K 0.03% 433
2022
Q2 		$1.07M Buy
11,627
+2,588
+29% +$258K 0.03% 414
2022
Q1 		$978K Sell
9,039
-537
-6% -$56.7K 0.03% 399
2021
Q4 		$1.11M Sell
9,576
-821
-8% -$89.9K 0.03% 387
2021
Q3 		$1.06M Sell
10,397
-338,135
-97% -$36M 0.03% 367
2021
Q2 		$35.5M Buy
348,532
+341,861
+5,125% +$33.9M 1.26% 17
2021
Q1 		$613K Buy
6,671
+136
+2% +$11.9K 0.03% 426
2020
Q4 		$560K Buy
6,535
+2,392
+58% +$199K 0.03% 382
2020
Q3 		$331K Buy
4,143
+687
+20% +$55.5K 0.02% 430
2020
Q2 		$272K Buy
+3,456
New +$262K 0.02% 426
2019
Q3 		– Sell
-68,641
Closed -$5.8M – 432
2019
Q2 		$5.8M Sell
68,641
-15,622
-19% -$1.37M 0.76% 39
2019
Q1 		$7.33M Buy
+84,263
New +$6.97M 1.24% 26

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 $416B 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 $74.4B AUM
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B 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 $666B 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

Integrated Wealth Concepts's IYR Position: Q1 2026 in Review

Integrated Wealth Concepts increased its iShares US Real Estate ETF (IYR) stake by 165% in Q1 2026, buying an estimated $764K and bringing the position to 12,637 shares worth $1.19M. The position accounts for 0.01% of the portfolio, ranked #1017.

Integrated Wealth Concepts first reported a position in IYR in Q1 2019 and has held it in 26 quarters since. The position peaked at $35.5M in Q2 2021. 458 funds tracked by Wall St. Rank hold IYR as of Q1 2026.

  • Integrated Wealth Concepts held 12,637 shares of iShares US Real Estate ETF worth $1.19M as of Q1 2026.
  • Integrated Wealth Concepts bought 7,866 iShares US Real Estate ETF shares in Q1 2026, an estimated $764K.
  • iShares US Real Estate ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1017 holding.
  • Integrated Wealth Concepts first reported a position in iShares US Real Estate ETF in Q1 2019 and has held it in 26 quarters since.
  • Integrated Wealth Concepts's iShares US Real Estate ETF position peaked at $35.5M in Q2 2021.
  • 458 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.