KFA Private Wealth Group’s iShares US Real Estate ETF IYR Stock Holding History

KFA Private Wealth Group’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	-2,556	Closed	-$242K	–	164
2026 Q1	$242K	Sell	2,556 -1	-0%	-$97	0.06%	148
2025 Q4	$240K	Buy	2,557 +2	+0.1%	+$191	0.06%	134
2025 Q3	$248K	Sell	2,555 -49	-2%	-$4.71K	0.07%	122
2025 Q2	$247K	Hold	2,604	–	–	0.08%	120
2025 Q1	$249K	Buy	+2,604	New	+$248K	0.09%	98

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

KFA Private Wealth Group's IYR Position: Q2 2026 in Review

KFA Private Wealth Group sold out of iShares US Real Estate ETF (IYR) in Q2 2026, closing a stake of 2,556 shares — an estimated $242K sold.

KFA Private Wealth Group first reported a position in IYR in Q1 2025 and held it in 5 quarters. The position peaked at $249K in Q1 2025. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

KFA Private Wealth Group reported no remaining iShares US Real Estate ETF position as of Q2 2026 after selling out during the quarter.
KFA Private Wealth Group sold 2,556 iShares US Real Estate ETF shares in Q2 2026, an estimated $242K.
KFA Private Wealth Group first reported a position in iShares US Real Estate ETF in Q1 2025 and held it in 5 quarters.
KFA Private Wealth Group's iShares US Real Estate ETF position peaked at $249K in Q1 2025.
486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

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