IWM
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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

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
UBS Group
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

Integris Wealth Management's IYR Position: Q2 2026 in Review

Integris Wealth Management held its iShares US Real Estate ETF (IYR) position steady in Q2 2026 at 2,534 shares worth $259K. The position accounts for 0.05% of the portfolio, ranked #115.

Integris Wealth Management first reported a position in IYR in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.34M in Q1 2023. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Integris Wealth Management held 2,534 shares of iShares US Real Estate ETF worth $259K as of Q2 2026.
  • Integris Wealth Management left its iShares US Real Estate ETF share count unchanged in Q2 2026.
  • iShares US Real Estate ETF made up 0.05% of Integris Wealth Management's portfolio in Q2 2026, its #115 holding.
  • Integris Wealth Management first reported a position in iShares US Real Estate ETF in Q4 2022 and has held it in 15 quarters since.
  • Integris Wealth Management's iShares US Real Estate ETF position peaked at $1.34M in Q1 2023.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

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