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

Kestra 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 		$2.86M Buy
28,001
+278
+1% +$28.2K 0.01% 1142
2026
Q1 		$2.62M Buy
27,723
+2,675
+11% +$260K 0.01% 1146
2025
Q4 		$2.35M Buy
25,048
+354
+1% +$33.7K 0.01% 1122
2025
Q3 		$2.4M Sell
24,694
-875
-3% -$84.2K 0.01% 1052
2025
Q2 		$2.42M Buy
25,569
+2,465
+11% +$230K 0.01% 984
2025
Q1 		$2.21M Sell
23,104
-1,124
-5% -$107K 0.01% 940
2024
Q4 		$2.25M Sell
24,228
-3,185
-12% -$314K 0.01% 939
2024
Q3 		$2.79M Sell
27,413
-3,692
-12% -$356K 0.02% 801
2024
Q2 		$2.66M Buy
31,105
+7,009
+29% +$601K 0.01% 826
2024
Q1 		$2.17M Buy
24,096
+1,244
+5% +$110K 0.01% 838
2023
Q4 		$2.09M Sell
22,852
-3,080
-12% -$252K 0.02% 775
2023
Q3 		$2.03M Buy
25,932
+8,259
+47% +$704K 0.02% 678
2023
Q2 		$1.53M Sell
17,673
-1,346
-7% -$113K 0.02% 784
2023
Q1 		$1.61M Sell
19,019
-431
-2% -$37.7K 0.02% 730
2022
Q4 		$1.64M Sell
19,450
-1,062
-5% -$89.2K 0.01% 829
2022
Q3 		$1.67M Sell
20,512
-1,410
-6% -$133K 0.02% 739
2022
Q2 		$2.02M Sell
21,922
-197
-0.9% -$19.6K 0.02% 674
2022
Q1 		$2.39M Sell
22,119
-12,248
-36% -$1.29M 0.02% 609
2021
Q4 		$3.99M Buy
34,367
+12,903
+60% +$1.41M 0.04% 435
2021
Q3 		$2.2M Buy
21,464
+3,166
+17% +$337K 0.02% 666
2021
Q2 		$1.86M Buy
18,298
+438
+2% +$43.5K 0.02% 679
2021
Q1 		$1.64M Sell
17,860
-6,900
-28% -$605K 0.02% 663
2020
Q4 		$2.1M Buy
24,760
+7,444
+43% +$620K 0.02% 585
2020
Q3 		$1.38M Buy
+17,316
New +$1.4M 0.03% 532

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

Kestra Advisory Services's IYR Position: Q2 2026 in Review

Kestra Advisory Services increased its iShares US Real Estate ETF (IYR) stake by 1% in Q2 2026, buying an estimated $28.2K and bringing the position to 28,001 shares worth $2.86M. The position accounts for 0.01% of the portfolio, ranked #1142.

Kestra Advisory Services first reported a position in IYR in Q3 2020 and has held it in 24 quarters since. The position peaked at $3.99M in Q4 2021. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Kestra Advisory Services held 28,001 shares of iShares US Real Estate ETF worth $2.86M as of Q2 2026.
  • Kestra Advisory Services bought 278 iShares US Real Estate ETF shares in Q2 2026, an estimated $28.2K.
  • iShares US Real Estate ETF made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1142 holding.
  • Kestra Advisory Services first reported a position in iShares US Real Estate ETF in Q3 2020 and has held it in 24 quarters since.
  • Kestra Advisory Services's iShares US Real Estate ETF position peaked at $3.99M in Q4 2021.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.