Liberty Wealth Management’s iShares US Real Estate ETF IYR Stock Holding History

Liberty Wealth Management’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	$538K	Hold	5,796	–	–	0.07%	138
2026 Q1	$538K	Buy	5,796 +1,410	+32%	+$137K	0.07%	138
2025 Q4	$412K	Buy	4,386 +469	+12%	+$44.7K	0.05%	153
2025 Q3	$380K	Buy	3,917 +208	+6%	+$20K	0.05%	153
2025 Q2	$352K	Buy	+3,709	New	+$346K	0.06%	155

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

Liberty Wealth Management's IYR Position: Q2 2026 in Review

Liberty Wealth Management held its iShares US Real Estate ETF (IYR) position steady in Q2 2026 at 5,796 shares worth $538K. The position accounts for 0.07% of the portfolio, ranked #138.

Liberty Wealth Management first reported a position in IYR in Q2 2025 and has held it in 5 quarters since. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

Liberty Wealth Management held 5,796 shares of iShares US Real Estate ETF worth $538K as of Q2 2026.
Liberty Wealth Management left its iShares US Real Estate ETF share count unchanged in Q2 2026.
iShares US Real Estate ETF made up 0.07% of Liberty Wealth Management's portfolio in Q2 2026, its #138 holding.
Liberty Wealth Management first reported a position in iShares US Real Estate ETF in Q2 2025 and has held it in 5 quarters since.
486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.