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

Lodestone 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 		$127K Buy
1,240
+123
+11% +$12.5K 0.04% 215
2026
Q1 		$106K Buy
1,117
+103
+10% +$10K 0.04% 215
2025
Q4 		$95.2K Buy
+1,014
New +$96.6K 0.04% 222
2024
Q3 		– Sell
-2,363
Closed -$207K – 151
2024
Q2 		$207K Buy
+2,363
New +$203K 0.11% 146

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

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

Lodestone Wealth Management increased its iShares US Real Estate ETF (IYR) stake by 11% in Q2 2026, buying an estimated $12.5K and bringing the position to 1,240 shares worth $127K. The position accounts for 0.04% of the portfolio, ranked #215.

Lodestone Wealth Management first reported a position in IYR in Q2 2024 and has held it in 4 quarters since. The position peaked at $207K in Q2 2024. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Lodestone Wealth Management held 1,240 shares of iShares US Real Estate ETF worth $127K as of Q2 2026.
  • Lodestone Wealth Management bought 123 iShares US Real Estate ETF shares in Q2 2026, an estimated $12.5K.
  • iShares US Real Estate ETF made up 0.04% of Lodestone Wealth Management's portfolio in Q2 2026, its #215 holding.
  • Lodestone Wealth Management first reported a position in iShares US Real Estate ETF in Q2 2024 and has held it in 4 quarters since.
  • Lodestone Wealth Management's iShares US Real Estate ETF position peaked at $207K in Q2 2024.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.