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Journey Strategic Wealth’s iShares US Real Estate ETF IYR Stock Holding History

Journey Strategic Wealth’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
Q1 		$226K Hold
2,392
– – 0.01% 705
2025
Q4 		$225K Hold
2,392
– – 0.01% 657
2025
Q3 		$232K Hold
2,392
– – 0.01% 588
2025
Q2 		$227K Hold
2,392
– – 0.01% 557
2025
Q1 		$229K Hold
2,392
– – 0.01% 429
2024
Q4 		$223K Hold
2,392
– – 0.01% 433
2024
Q3 		$244K Hold
2,392
– – 0.01% 397
2024
Q2 		$210K Buy
+2,392
New +$205K 0.01% 354

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
IMPI
Ilmarinen Mutual Pension Insurance Helsinki, Finland $14.8B AUM 26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Journey Strategic Wealth's IYR Position: Q1 2026 in Review

Journey Strategic Wealth held its iShares US Real Estate ETF (IYR) position steady in Q1 2026 at 2,392 shares worth $226K. The position accounts for 0.01% of the portfolio, ranked #705.

Journey Strategic Wealth first reported a position in IYR in Q2 2024 and has held it in 8 quarters since. The position peaked at $244K in Q3 2024. 460 funds tracked by Wall St. Rank hold IYR as of Q1 2026.

  • Journey Strategic Wealth held 2,392 shares of iShares US Real Estate ETF worth $226K as of Q1 2026.
  • Journey Strategic Wealth left its iShares US Real Estate ETF share count unchanged in Q1 2026.
  • iShares US Real Estate ETF made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #705 holding.
  • Journey Strategic Wealth first reported a position in iShares US Real Estate ETF in Q2 2024 and has held it in 8 quarters since.
  • Journey Strategic Wealth's iShares US Real Estate ETF position peaked at $244K in Q3 2024.
  • 460 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.