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Legacy Private Trust’s iShares US Real Estate ETF IYR Stock Holding History

Legacy Private Trust’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
Q3 		$1.72M Buy
18,085
+338
+2% +$34.8K 0.09% 129
2026
Q2 		$1.81M Sell
17,747
-1,009
-5% -$102K 0.1% 133
2026
Q1 		$1.77M Sell
18,756
-634
-3% -$61.6K 0.11% 125
2025
Q4 		$1.82M Buy
19,390
+678
+4% +$64.6K 0.11% 128
2025
Q3 		$1.82M Sell
18,712
-685
-4% -$65.9K 0.11% 127
2025
Q2 		$1.84M Sell
19,397
-965
-5% -$90K 0.12% 122
2025
Q1 		$1.95M Sell
20,362
-579
-3% -$55.1K 0.13% 120
2024
Q4 		$1.95M Sell
20,941
-297
-1% -$29.3K 0.13% 123
2024
Q3 		$2.16M Sell
21,238
-683
-3% -$65.8K 0.15% 114
2024
Q2 		$1.92M Sell
21,921
-126
-0.6% -$10.8K 0.14% 115
2024
Q1 		$1.98M Buy
22,047
+990
+5% +$87.5K 0.14% 117
2023
Q4 		$1.92M Sell
21,057
-12,166
-37% -$996K 0.15% 113
2023
Q3 		$2.6M Sell
33,223
-2,521
-7% -$215K 0.22% 88
2023
Q2 		$3.09M Sell
35,744
-2,332
-6% -$196K 0.26% 87
2023
Q1 		$3.23M Buy
38,076
+1,963
+5% +$172K 0.28% 88
2022
Q4 		$3.04M Buy
36,113
+22,977
+175% +$1.93M 0.27% 84
2022
Q3 		$1.07M Buy
+13,136
New +$1.24M 0.1% 128
2022
Q2 		– Sell
-23,687
Closed -$2.56M – 236
2022
Q1 		$2.56M Buy
+23,687
New +$2.5M 0.2% 96
2018
Q2 		– Sell
-5,958
Closed -$450K – 226
2018
Q1 		$450K Buy
+5,958
New +$452K 0.05% 181

Other funds holding IYR

FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
CFP
Cypress Financial Planning Haddon Heights, New Jersey $373M AUM 6.05% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
TMWM
Taylor & Morgan Wealth Management Flint, Michigan $208M AUM 15.78% 1-Year Est. Return
PP
Pacifica Partners Surrey, Canada $332M AUM 43.09% 1-Year Est. Return

Legacy Private Trust's IYR Position: Q3 2026 in Review

Legacy Private Trust increased its iShares US Real Estate ETF (IYR) stake by 1.9% in Q3 2026, buying an estimated $34.8K and bringing the position to 18,085 shares worth $1.72M. The position accounts for 0.09% of the portfolio, ranked #129.

Legacy Private Trust first reported a position in IYR in Q1 2018 and has held it in 19 quarters since. The position peaked at $3.23M in Q1 2023. 21 funds tracked by Wall St. Rank hold IYR as of Q3 2026.

  • Legacy Private Trust held 18,085 shares of iShares US Real Estate ETF worth $1.72M as of Q3 2026.
  • Legacy Private Trust bought 338 iShares US Real Estate ETF shares in Q3 2026, an estimated $34.8K.
  • iShares US Real Estate ETF made up 0.09% of Legacy Private Trust's portfolio in Q3 2026, its #129 holding.
  • Legacy Private Trust first reported a position in iShares US Real Estate ETF in Q1 2018 and has held it in 19 quarters since.
  • Legacy Private Trust's iShares US Real Estate ETF position peaked at $3.23M in Q1 2023.
  • 21 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2026.

Based on Legacy Private Trust's 13F filing for Q3 2026, filed 6 Oct 2026.