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International Assets Investment Management’s iShares US Real Estate ETF IYR Stock Holding History

International Assets Investment 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 		$15.4K Buy
+150
New +$15.2K ﹤0.01% 1700
2026
Q1 		– Sell
-150
Closed -$14.1K – 2302
2025
Q4 		$14.1K Buy
+150
New +$14.3K ﹤0.01% 1566
2024
Q4 		– Sell
-43,397
Closed -$426 – 1337
2024
Q3 		$426 Buy
43,397
+42,971
+10,087% +$4.14M ﹤0.01% 1384
2024
Q2 		$37.4K Buy
+426
New +$36.5K ﹤0.01% 1276
2021
Q2 		– Sell
-329
Closed -$28K – 1188
2021
Q1 		$28K Hold
329
– – ﹤0.01% 1174
2020
Q4 		$28K Buy
+329
New +$27.4K 0.01% 1049

Other funds holding IYR

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
DI
DDFG Inc Thousand Oaks, California $504M AUM 18.61% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
ADEF
Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return

International Assets Investment Management's IYR Position: Q2 2026 in Review

International Assets Investment Management opened a new position in iShares US Real Estate ETF (IYR) in Q2 2026: 150 shares worth $15.4K. The stake represents ﹤0.01% of the portfolio and ranks #1700 among its holdings. This is a return to the name: International Assets Investment Management previously reported a position in IYR as recently as Q4 2025.

International Assets Investment Management first reported a position in IYR in Q4 2020 and has held it in 6 quarters since. The position peaked at $37.4K in Q2 2024. 186 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • International Assets Investment Management held 150 shares of iShares US Real Estate ETF worth $15.4K as of Q2 2026.
  • iShares US Real Estate ETF was a new International Assets Investment Management position in Q2 2026.
  • iShares US Real Estate ETF made up ﹤0.01% of International Assets Investment Management's portfolio in Q2 2026, its #1700 holding.
  • International Assets Investment Management first reported a position in iShares US Real Estate ETF in Q4 2020 and has held it in 6 quarters since.
  • International Assets Investment Management's iShares US Real Estate ETF position peaked at $37.4K in Q2 2024.
  • 186 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.