JWA
IYR icon

JFS Wealth Advisors’s iShares US Real Estate ETF IYR Stock Holding History

JFS Wealth Advisors’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 		$2.92M Sell
28,518
-561
-2% -$56.9K 0.15% 88
2026
Q1 		$2.75M Sell
29,079
-150
-0.5% -$14.6K 0.15% 84
2025
Q4 		$2.74M Sell
29,229
-181
-0.6% -$17.3K 0.15% 85
2025
Q3 		$2.86M Buy
29,410
+1,745
+6% +$168K 0.17% 83
2025
Q2 		$2.62M Sell
27,665
-13
-0% -$1.21K 0.17% 80
2025
Q1 		$2.65M Buy
27,678
+5
+0% +$476 0.18% 75
2024
Q4 		$2.58M Sell
27,673
-1,690
-6% -$167K 0.18% 74
2024
Q3 		$2.99M Sell
29,363
-700
-2% -$67.4K 0.2% 75
2024
Q2 		$2.64M Buy
30,063
+117
+0.4% +$10K 0.21% 69
2024
Q1 		$2.69M Buy
29,946
+422
+1% +$37.3K 0.21% 65
2023
Q4 		$2.7M Sell
29,524
-2,597
-8% -$213K 0.23% 62
2023
Q3 		$2.51M Sell
32,121
-167
-0.5% -$14.2K 0.24% 65
2023
Q2 		$2.79M Buy
32,288
+79
+0.2% +$6.64K 0.25% 61
2023
Q1 		$2.73M Buy
32,209
+1,374
+4% +$120K 0.26% 61
2022
Q4 		$2.6M Sell
30,835
-3,364
-10% -$283K 0.25% 61
2022
Q3 		$2.79M Buy
34,199
+8
+0% +$757 0.31% 55
2022
Q2 		$3.15M Sell
34,191
-154
-0.4% -$15.4K 0.33% 52
2022
Q1 		$3.72M Buy
34,345
+664
+2% +$70.1K 0.35% 54
2021
Q4 		$3.91M Sell
33,681
-16,051
-32% -$1.76M 0.37% 53
2021
Q3 		$5.09M Buy
+49,732
New +$5.29M 0.52% 35

Other funds holding IYR

MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
DWM
Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return
FFC
First Financial Corp Terre Haute, Indiana $289M AUM 28.65% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SIAM
Sterling Investment Advisors (Missouri) Bolivar, Missouri $223M AUM 15.6% 1-Year Est. Return
FF
Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return