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

Kestra Private Wealth 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	$214K	Sell	2,093 -478	-19%	-$48.5K	﹤0.01%	1668
2026 Q1	$243K	Sell	2,571 -58	-2%	-$5.63K	﹤0.01%	1550
2025 Q4	$247K	Buy	2,629 +85	+3%	+$8.1K	﹤0.01%	1510
2025 Q3	$247K	Buy	2,544 +14	+0.6%	+$1.35K	﹤0.01%	1463
2025 Q2	$240K	Buy	2,530 +434	+21%	+$40.5K	﹤0.01%	1417
2025 Q1	$201K	Buy	+2,096	New	+$199K	﹤0.01%	1385
2022 Q1	–	Sell	-1,891	Closed	-$220K	–	1028
2021 Q4	$220K	Sell	1,891 -924	-33%	-$101K	0.01%	874
2021 Q3	$288K	Sell	2,815 -104	-4%	-$11.1K	0.02%	724
2021 Q2	$298K	Sell	2,919 -138	-5%	-$13.7K	0.02%	680
2021 Q1	$281K	Buy	+3,057	New	+$268K	0.02%	618

Other funds holding IYR

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

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 Private Wealth Services's IYR Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its iShares US Real Estate ETF (IYR) stake by 19% in Q2 2026, selling an estimated $48.5K and leaving 2,093 shares worth $214K. The position accounts for ﹤0.01% of the portfolio, ranked #1668.

Kestra Private Wealth Services first reported a position in IYR in Q1 2021 and has held it in 10 quarters since. The position peaked at $298K in Q2 2021. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

Kestra Private Wealth Services held 2,093 shares of iShares US Real Estate ETF worth $214K as of Q2 2026.
Kestra Private Wealth Services sold 478 iShares US Real Estate ETF shares in Q2 2026, an estimated $48.5K.
iShares US Real Estate ETF made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1668 holding.
Kestra Private Wealth Services first reported a position in iShares US Real Estate ETF in Q1 2021 and has held it in 10 quarters since.
Kestra Private Wealth Services's iShares US Real Estate ETF position peaked at $298K in Q2 2021.
486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

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