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 Q3	$4.56K	Hold	48	–	–	﹤0.01%	620
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

MGIA

Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return

CCM

Consolidated Capital Management Burbank, California $364M AUM 42.75% 1-Year Est. Return

FAM

Forte Asset Management Bedford, New York $248M AUM 12.03% 1-Year Est. Return

FFC

First Financial Corp Terre Haute, Indiana $284M AUM 22.27% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Investors Research Corp's IYR Position: Q3 2026 in Review

Investors Research Corp held its iShares US Real Estate ETF (IYR) position steady in Q3 2026 at 48 shares worth $4.56K. The position accounts for ﹤0.01% of the portfolio, ranked #620.

Investors Research Corp first reported a position in IYR in Q4 2021 and has held it in 20 quarters since. The position peaked at $4.91K in Q2 2026. 32 funds tracked by Wall St. Rank hold IYR as of Q3 2026.

Investors Research Corp held 48 shares of iShares US Real Estate ETF worth $4.56K as of Q3 2026.
Investors Research Corp left its iShares US Real Estate ETF share count unchanged in Q3 2026.
iShares US Real Estate ETF made up ﹤0.01% of Investors Research Corp's portfolio in Q3 2026, its #620 holding.
Investors Research Corp first reported a position in iShares US Real Estate ETF in Q4 2021 and has held it in 20 quarters since.
Investors Research Corp's iShares US Real Estate ETF position peaked at $4.91K in Q2 2026.
32 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2026.

Based on Investors Research Corp's 13F filing for Q3 2026, filed 7 Oct 2026.