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Larson Financial Group’s iShares US Real Estate ETF IYR Stock Holding History

Larson Financial 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
-325
Closed -$30.7K – 3862
2026
Q1 		$30.7K Hold
325
– – ﹤0.01% 1616
2025
Q4 		$30.5K Sell
325
-236
-42% -$22.5K ﹤0.01% 1483
2025
Q3 		$54.5K Sell
561
-1,200
-68% -$115K ﹤0.01% 1123
2025
Q2 		$167K Sell
1,761
-111
-6% -$10.4K 0.01% 700
2025
Q1 		$179K Hold
1,872
– – 0.01% 643
2024
Q4 		$174K Hold
1,872
– – 0.01% 602
2024
Q3 		$191K Buy
1,872
+1,200
+179% +$116K 0.01% 589
2024
Q2 		$59K Hold
672
– – ﹤0.01% 771
2024
Q1 		$60.4K Buy
672
+325
+94% +$28.7K ﹤0.01% 650
2023
Q4 		$31.7K Hold
347
– – ﹤0.01% 746
2023
Q3 		$27.1K Hold
347
– – ﹤0.01% 745
2023
Q2 		$30K Hold
347
– – ﹤0.01% 645
2023
Q1 		$29.5K Sell
347
-33
-9% -$2.89K ﹤0.01% 659
2022
Q4 		$32K Sell
380
-101
-21% -$8.48K ﹤0.01% 600
2022
Q3 		$39K Buy
481
+1
+0.2% +$95 0.01% 510
2022
Q2 		$44K Hold
480
– – 0.01% 396
2022
Q1 		$52K Hold
480
– – 0.01% 370
2021
Q4 		$56K Sell
480
-150
-24% -$16.4K 0.01% 368
2021
Q3 		$65K Buy
630
+469
+291% +$49.9K 0.01% 255
2021
Q2 		$16K Hold
161
– – ﹤0.01% 479
2021
Q1 		$15K Hold
161
– – ﹤0.01% 464
2020
Q4 		$14K Hold
161
– – ﹤0.01% 439
2020
Q3 		$13K Sell
161
-333
-67% -$26.9K 0.01% 393
2020
Q2 		$39K Buy
494
+1
+0.2% +$76 0.02% 208
2020
Q1 		$34K Sell
493
-17
-3% -$1.5K 0.02% 180
2019
Q4 		$47K Buy
510
+2
+0.4% +$185 0.03% 158
2019
Q3 		$47K Buy
508
+1
+0.2% +$91 0.03% 152
2019
Q2 		$44K Buy
507
+2
+0.4% +$175 0.03% 132
2019
Q1 		$44K Buy
505
+1
+0.2% +$83 0.03% 123
2018
Q4 		$38K Buy
+504
New +$39.6K 0.04% 125

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

Larson Financial Group's IYR Position: Q2 2026 in Review

Larson Financial Group sold out of iShares US Real Estate ETF (IYR) in Q2 2026, closing a stake of 325 shares — an estimated $30.7K sold.

Larson Financial Group first reported a position in IYR in Q4 2018 and held it in 30 quarters. The position peaked at $191K in Q3 2024. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Larson Financial Group reported no remaining iShares US Real Estate ETF position as of Q2 2026 after selling out during the quarter.
  • Larson Financial Group sold 325 iShares US Real Estate ETF shares in Q2 2026, an estimated $30.7K.
  • Larson Financial Group first reported a position in iShares US Real Estate ETF in Q4 2018 and held it in 30 quarters.
  • Larson Financial Group's iShares US Real Estate ETF position peaked at $191K in Q3 2024.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.