Lifeworks Advisors’s iShares US Real Estate ETF IYR Stock Holding History

Lifeworks Advisors’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	$262K	Sell	2,558 -1,172	-31%	-$119K	0.03%	289
2026 Q1	$353K	Sell	3,730 -7,701	-67%	-$748K	0.05%	232
2025 Q4	$1.07M	Sell	11,431 -5,826	-34%	-$555K	0.14%	134
2025 Q3	$1.68M	Sell	17,257 -4,595	-21%	-$442K	0.22%	102
2025 Q2	$2.07M	Sell	21,852 -13,021	-37%	-$1.21M	0.31%	81
2025 Q1	$3.34M	Sell	34,873 -14,020	-29%	-$1.33M	0.55%	48
2024 Q4	$4.55M	Buy	48,893 +19,628	+67%	+$1.93M	0.82%	39
2024 Q3	$2.98M	Buy	+29,265	New	+$2.82M	0.59%	54

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

Lifeworks Advisors's IYR Position: Q2 2026 in Review

Lifeworks Advisors reduced its iShares US Real Estate ETF (IYR) stake by 31% in Q2 2026, selling an estimated $119K and leaving 2,558 shares worth $262K. The position accounts for 0.03% of the portfolio, ranked #289.

Lifeworks Advisors first reported a position in IYR in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.55M in Q4 2024. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

Lifeworks Advisors held 2,558 shares of iShares US Real Estate ETF worth $262K as of Q2 2026.
Lifeworks Advisors sold 1,172 iShares US Real Estate ETF shares in Q2 2026, an estimated $119K.
iShares US Real Estate ETF made up 0.03% of Lifeworks Advisors's portfolio in Q2 2026, its #289 holding.
Lifeworks Advisors first reported a position in iShares US Real Estate ETF in Q3 2024 and has held it in 8 quarters since.
Lifeworks Advisors's iShares US Real Estate ETF position peaked at $4.55M in Q4 2024.
486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.