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

Integris 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	$259K	Hold	2,534	–	–	0.05%	115
2026 Q1	$240K	Hold	2,534	–	–	0.06%	102
2025 Q4	$238K	Hold	2,534	–	–	0.05%	107
2025 Q3	$246K	Hold	2,534	–	–	0.06%	104
2025 Q2	$240K	Sell	2,534 -27	-1%	-$2.52K	0.06%	102
2025 Q1	$245K	Hold	2,561	–	–	0.07%	92
2024 Q4	$238K	Sell	2,561 -19	-0.7%	-$1.87K	0.07%	94
2024 Q3	$263K	Sell	2,580 -23	-0.9%	-$2.21K	0.07%	84
2024 Q2	$228K	Hold	2,603	–	–	0.07%	89
2024 Q1	$234K	Sell	2,603 -92	-3%	-$8.13K	0.06%	89
2023 Q4	$246K	Sell	2,695 -1,416	-34%	-$116K	0.07%	83
2023 Q3	$321K	Sell	4,111 -4,984	-55%	-$425K	0.11%	62
2023 Q2	$787K	Sell	9,095 -6,646	-42%	-$558K	0.28%	30
2023 Q1	$1.34M	Buy	15,741 +33	+0.2%	+$2.89K	0.49%	22
2022 Q4	$1.32M	Buy	+15,708	New	+$1.32M	0.52%	23

Other funds holding IYR

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return

First Financial Corp Terre Haute, Indiana $289M AUM 28.65% 1-Year Est. Return

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Sterling Investment Advisors (Missouri) Bolivar, Missouri $223M AUM 15.6% 1-Year Est. Return