Investors Research Corp’s iShares US Real Estate ETF IYR Stock Holding History

Investors Research Corp’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	$4.91K	Hold	48	–	–	﹤0.01%	615
2026 Q1	$4.54K	Hold	48	–	–	﹤0.01%	625
2025 Q4	$4.51K	Hold	48	–	–	﹤0.01%	702
2025 Q3	$4.66K	Buy	48 +1	+2%	+$96	﹤0.01%	732
2025 Q2	$4.45K	Hold	47	–	–	﹤0.01%	767
2025 Q1	$4.5K	Hold	47	–	–	﹤0.01%	778
2024 Q4	$4.37K	Buy	47 +3	+7%	+$296	﹤0.01%	776
2024 Q3	$4.48K	Buy	44 +1	+2%	+$96	﹤0.01%	798
2024 Q2	$3.77K	Buy	43 +1	+2%	+$86	﹤0.01%	876
2024 Q1	$3.78K	Hold	42	–	–	﹤0.01%	846
2023 Q4	$3.84K	Buy	42 +6	+17%	+$491	﹤0.01%	865
2023 Q3	$2.81K	Buy	36 +9	+33%	+$767	﹤0.01%	915
2023 Q2	$2.34K	Hold	27	–	–	﹤0.01%	945
2023 Q1	$2.29K	Hold	27	–	–	﹤0.01%	969
2022 Q4	$2.27K	Hold	27	–	–	﹤0.01%	979
2022 Q3	$2K	Buy	27 +2	+8%	+$189	﹤0.01%	980
2022 Q2	$2K	Buy	25 +8	+47%	+$798	﹤0.01%	984
2022 Q1	$2K	Buy	17 +10	+143%	+$1.05K	﹤0.01%	937
2021 Q4	$1K	Buy	+7	New	+$767	﹤0.01%	941

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