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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
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

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74B AUM
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
IMPI
Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return