Lido Advisors’s iShares US Real Estate ETF IYR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.57M | Buy |
15,390
+50
| +0.3% | +$5.07K | ﹤0.01% | 888 |
|
|
2026
Q1 | $1.45M | Sell |
15,340
-109
| -0.7% | -$10.6K | ﹤0.01% | 806 |
|
|
2025
Q4 | $1.5M | Buy |
15,449
+518
| +3% | +$49.4K | ﹤0.01% | 825 |
|
|
2025
Q3 | $1.45M | Buy |
14,931
+4
| +0% | +$385 | ﹤0.01% | 787 |
|
|
2025
Q2 | $1.41M | Sell |
14,927
-1,025
| -6% | -$95.6K | 0.01% | 709 |
|
|
2025
Q1 | $1.53M | Sell |
15,952
-544
| -3% | -$51.7K | 0.01% | 613 |
|
|
2024
Q4 | $1.54M | Sell |
16,496
-326
| -2% | -$32.1K | 0.01% | 605 |
|
|
2024
Q3 | $1.71M | Sell |
16,822
-120
| -0.7% | -$11.6K | 0.01% | 515 |
|
|
2024
Q2 | $1.49M | Buy |
16,942
+6,272
| +59% | +$538K | 0.01% | 529 |
|
|
2024
Q1 | $959K | Sell |
10,670
-685
| -6% | -$60.6K | 0.01% | 668 |
|
|
2023
Q4 | $1.04M | Sell |
11,355
-2,506
| -18% | -$205K | 0.01% | 606 |
|
|
2023
Q3 | $1.08M | Sell |
13,861
-1,207
| -8% | -$103K | 0.01% | 519 |
|
|
2023
Q2 | $1.3M | Sell |
15,068
-603
| -4% | -$50.6K | 0.01% | 469 |
|
|
2023
Q1 | $1.33M | Buy |
15,671
+605
| +4% | +$52.9K | 0.01% | 418 |
|
|
2022
Q4 | $1.27M | Sell |
15,066
-990
| -6% | -$83.1K | 0.02% | 366 |
|
|
2022
Q3 | $1.31M | Buy |
16,056
+275
| +2% | +$26K | 0.02% | 321 |
|
|
2022
Q2 | $1.45M | Buy |
15,781
+5
| +0% | +$499 | 0.02% | 275 |
|
|
2022
Q1 | $1.71M | Buy |
15,776
+654
| +4% | +$69K | 0.02% | 288 |
|
|
2021
Q4 | $1.76M | Sell |
15,122
-37
| -0.2% | -$4.05K | 0.02% | 303 |
|
|
2021
Q3 | $1.55M | Buy |
15,159
+1,002
| +7% | +$107K | 0.02% | 310 |
|
|
2021
Q2 | $1.44M | Buy |
14,157
+1,190
| +9% | +$118K | 0.02% | 312 |
|
|
2021
Q1 | $1.19M | Sell |
12,967
-76
| -0.6% | -$6.67K | 0.02% | 300 |
|
|
2020
Q4 | $1.12M | Buy |
13,043
+1,629
| +14% | +$136K | 0.02% | 292 |
|
|
2020
Q3 | $911K | Sell |
11,414
-12
| -0.1% | -$969 | 0.02% | 276 |
|
|
2020
Q2 | $901K | Sell |
11,426
-520
| -4% | -$39.4K | 0.03% | 255 |
|
|
2020
Q1 | $831K | Buy |
11,946
+978
| +9% | +$86.6K | 0.04% | 258 |
|
|
2019
Q4 | $1.02M | Buy |
10,968
+171
| +2% | +$15.9K | 0.04% | 259 |
|
|
2019
Q3 | $1.01M | Buy |
10,797
+303
| +3% | +$27.6K | 0.05% | 212 |
|
|
2019
Q2 | $916K | Buy |
10,494
+787
| +8% | +$68.9K | 0.05% | 204 |
|
|
2019
Q1 | $844K | Buy |
9,707
+3,371
| +53% | +$279K | 0.05% | 205 |
|
|
2018
Q4 | $474K | Buy |
6,336
+511
| +9% | +$40.2K | 0.05% | 235 |
|
|
2018
Q3 | $470K | Buy |
5,825
+349
| +6% | +$28.5K | 0.05% | 252 |
|
|
2018
Q2 | $441K | Buy |
5,476
+429
| +9% | +$33.1K | 0.05% | 238 |
|
|
2018
Q1 | $380K | Buy |
+5,047
| New | +$383K | 0.05% | 244 |
|
Other funds holding IYR
WI
CBU
IMPI
SOAM
Lido Advisors's IYR Position: Q2 2026 in Review
Lido Advisors increased its iShares US Real Estate ETF (IYR) stake by 0.33% in Q2 2026, buying an estimated $5.07K and bringing the position to 15,390 shares worth $1.57M. The position accounts for ﹤0.01% of the portfolio, ranked #888.
Lido Advisors first reported a position in IYR in Q1 2018 and has held it in 34 quarters since. The position peaked at $1.76M in Q4 2021. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.
- Lido Advisors held 15,390 shares of iShares US Real Estate ETF worth $1.57M as of Q2 2026.
- Lido Advisors bought 50 iShares US Real Estate ETF shares in Q2 2026, an estimated $5.07K.
- iShares US Real Estate ETF made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #888 holding.
- Lido Advisors first reported a position in iShares US Real Estate ETF in Q1 2018 and has held it in 34 quarters since.
- Lido Advisors's iShares US Real Estate ETF position peaked at $1.76M in Q4 2021.
- 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.
Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.