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Investment Advisory Group’s iShares US Real Estate ETF IYR Stock Holding History

Investment Advisory Group’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 		$428K Sell
4,182
-88
-2% -$8.93K 0.09% 129
2026
Q1 		$404K Buy
4,270
+160
+4% +$15.5K 0.1% 125
2025
Q4 		$386K Hold
4,110
– – 0.1% 128
2025
Q3 		$399K Hold
4,110
– – 0.11% 120
2025
Q2 		$389K Sell
4,110
-24
-0.6% -$2.24K 0.12% 115
2025
Q1 		$396K Buy
4,134
+150
+4% +$14.3K 0.13% 108
2024
Q4 		$371K Hold
3,984
– – 0.12% 110
2024
Q3 		$406K Sell
3,984
-12
-0.3% -$1.16K 0.14% 107
2024
Q2 		$351K Hold
3,996
– – 0.14% 106
2024
Q1 		$359K Hold
3,996
– – 0.15% 99
2023
Q4 		$365K Buy
3,996
+112
+3% +$9.17K 0.17% 99
2023
Q3 		$303K Hold
3,884
– – 0.16% 97
2023
Q2 		$336K Hold
3,884
– – 0.17% 93
2023
Q1 		$330K Sell
3,884
-1,425
-27% -$125K 0.19% 91
2022
Q4 		$447K Hold
5,309
– – 0.27% 77
2022
Q3 		$432K Buy
5,309
+25
+0.5% +$2.37K 0.3% 67
2022
Q2 		$484K Buy
5,284
+50
+1% +$4.99K 0.33% 64
2022
Q1 		$566K Hold
5,234
– – 0.34% 59
2021
Q4 		$545K Buy
+5,234
New +$573K 0.35% 57

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

Investment Advisory Group's IYR Position: Q2 2026 in Review

Investment Advisory Group reduced its iShares US Real Estate ETF (IYR) stake by 2.1% in Q2 2026, selling an estimated $8.93K and leaving 4,182 shares worth $428K. The position accounts for 0.09% of the portfolio, ranked #129.

Investment Advisory Group first reported a position in IYR in Q4 2021 and has held it in 19 quarters since. The position peaked at $566K in Q1 2022. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Investment Advisory Group held 4,182 shares of iShares US Real Estate ETF worth $428K as of Q2 2026.
  • Investment Advisory Group sold 88 iShares US Real Estate ETF shares in Q2 2026, an estimated $8.93K.
  • iShares US Real Estate ETF made up 0.09% of Investment Advisory Group's portfolio in Q2 2026, its #129 holding.
  • Investment Advisory Group first reported a position in iShares US Real Estate ETF in Q4 2021 and has held it in 19 quarters since.
  • Investment Advisory Group's iShares US Real Estate ETF position peaked at $566K in Q1 2022.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Investment Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.