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Keating Financial Advisory Services’s iShares US Real Estate ETF IYR Stock Holding History

Keating Financial Advisory Services’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 		$27.5K Sell
269
-230
-46% -$23.3K ﹤0.01% 874
2026
Q1 		$47.2K Sell
499
-1,347
-73% -$131K 0.01% 627
2025
Q4 		$173K Buy
+1,846
New +$176K 0.02% 398

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

Keating Financial Advisory Services's IYR Position: Q2 2026 in Review

Keating Financial Advisory Services reduced its iShares US Real Estate ETF (IYR) stake by 46% in Q2 2026, selling an estimated $23.3K and leaving 269 shares worth $27.5K. The position accounts for ﹤0.01% of the portfolio, ranked #874.

Keating Financial Advisory Services first reported a position in IYR in Q4 2025 and has held it in 3 quarters since. The position peaked at $173K in Q4 2025. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Keating Financial Advisory Services held 269 shares of iShares US Real Estate ETF worth $27.5K as of Q2 2026.
  • Keating Financial Advisory Services sold 230 iShares US Real Estate ETF shares in Q2 2026, an estimated $23.3K.
  • iShares US Real Estate ETF made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #874 holding.
  • Keating Financial Advisory Services first reported a position in iShares US Real Estate ETF in Q4 2025 and has held it in 3 quarters since.
  • Keating Financial Advisory Services's iShares US Real Estate ETF position peaked at $173K in Q4 2025.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.