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Key Financial Inc’s iShares US Real Estate ETF IYR Stock Holding History

Key Financial Inc’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 		– Sell
-32
Closed -$3.03K – 1405
2026
Q1 		$3.03K Hold
32
– – ﹤0.01% 1120
2025
Q4 		$3K Hold
32
– – ﹤0.01% 1124
2025
Q3 		$3.11K Hold
32
– – ﹤0.01% 1133
2025
Q2 		$3.03K Hold
32
– – ﹤0.01% 1125
2025
Q1 		$3.06K Hold
32
– – ﹤0.01% 1091
2024
Q4 		$2.98K Hold
32
– – ﹤0.01% 1098
2024
Q3 		$3.26K Hold
32
– – ﹤0.01% 1050
2024
Q2 		$2.81K Hold
32
– – ﹤0.01% 1065
2024
Q1 		$2.88K Hold
32
– – ﹤0.01% 1052
2023
Q4 		$2.92K Hold
32
– – ﹤0.01% 1051
2023
Q3 		$2.5K Hold
32
– – ﹤0.01% 1081
2023
Q2 		$2.77K Hold
32
– – ﹤0.01% 1118
2023
Q1 		$2.72K Hold
32
– – ﹤0.01% 912
2022
Q4 		$2.6K Hold
32
– – ﹤0.01% 910
2022
Q3 		$3K Hold
32
– – ﹤0.01% 892
2022
Q2 		$3K Buy
+32
New +$3.19K ﹤0.01% 889
2020
Q2 		– Sell
-78
Closed -$6K – 372
2020
Q1 		$6K Buy
+78
New +$6.9K 0.01% 487

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

Key Financial Inc's IYR Position: Q2 2026 in Review

Key Financial Inc sold out of iShares US Real Estate ETF (IYR) in Q2 2026, closing a stake of 32 shares — an estimated $3.03K sold.

Key Financial Inc first reported a position in IYR in Q1 2020 and held it in 17 quarters. The position peaked at $6K in Q1 2020. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Key Financial Inc reported no remaining iShares US Real Estate ETF position as of Q2 2026 after selling out during the quarter.
  • Key Financial Inc sold 32 iShares US Real Estate ETF shares in Q2 2026, an estimated $3.03K.
  • Key Financial Inc first reported a position in iShares US Real Estate ETF in Q1 2020 and held it in 17 quarters.
  • Key Financial Inc's iShares US Real Estate ETF position peaked at $6K in Q1 2020.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.