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Magnus Financial Group’s iShares US Real Estate ETF IYR Stock Holding History

Magnus Financial Group’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 		$18.6M Buy
181,876
+6,375
+4% +$647K 1.32% 14
2026
Q1 		$16.6M Buy
175,501
+9,550
+6% +$928K 1.35% 14
2025
Q4 		$15.6M Buy
165,951
+8,671
+6% +$826K 1.19% 17
2025
Q3 		$15.3M Buy
157,280
+6,041
+4% +$581K 1.2% 19
2025
Q2 		$14.3M Buy
151,239
+6,589
+5% +$615K 1.26% 20
2025
Q1 		$13.9M Buy
144,650
+7,706
+6% +$733K 1.34% 14
2024
Q4 		$12.7M Buy
136,944
+7,615
+6% +$750K 1.23% 18
2024
Q3 		$13.2M Buy
129,329
+5,458
+4% +$526K 1.34% 15
2024
Q2 		$10.9M Buy
123,871
+1,970
+2% +$169K 1.22% 23
2024
Q1 		$11M Buy
121,901
+11,783
+11% +$1.04M 1.3% 17
2023
Q4 		$10.1M Buy
110,118
+1,332
+1% +$109K 1.32% 16
2023
Q3 		$8.5M Buy
108,786
+5,557
+5% +$474K 1.24% 17
2023
Q2 		$8.93M Buy
103,229
+45,772
+80% +$3.84M 1.27% 18
2023
Q1 		$4.88M Sell
57,457
-9,492
-14% -$830K 0.74% 29
2022
Q4 		$5.64M Sell
66,949
-23,336
-26% -$1.96M 0.92% 24
2022
Q3 		$7.35M Sell
90,285
-381
-0.4% -$36.1K 1.4% 15
2022
Q2 		$8.34M Buy
90,666
+2,547
+3% +$254K 1.53% 16
2022
Q1 		$9.54M Buy
88,119
+5,018
+6% +$530K 1.59% 14
2021
Q4 		$9.65M Buy
83,101
+3,092
+4% +$339K 1.83% 13
2021
Q3 		$8.19M Buy
80,009
+5,085
+7% +$541K 1.73% 15
2021
Q2 		$7.64M Buy
74,924
+1,585
+2% +$157K 1.66% 16
2021
Q1 		$6.74M Buy
73,339
+6,473
+10% +$568K 1.63% 16
2020
Q4 		$5.73M Buy
66,866
+2,836
+4% +$236K 0.57% 21
2020
Q3 		$5.11M Buy
64,030
+11,724
+22% +$947K 0.6% 19
2020
Q2 		$4.12M Buy
+52,306
New +$3.96M 0.46% 20

Other funds holding IYR

AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03T AUM 1% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
ADEF
Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return
OFG
Omega Financial Group Santa Barbara, California $329M AUM 17.3% 1-Year Est. Return

Magnus Financial Group's IYR Position: Q2 2026 in Review

Magnus Financial Group increased its iShares US Real Estate ETF (IYR) stake by 3.6% in Q2 2026, buying an estimated $647K and bringing the position to 181,876 shares worth $18.6M. The position accounts for 1.32% of the portfolio, ranked #14.

Magnus Financial Group first reported a position in IYR in Q2 2020 and has held it in 25 quarters since. 129 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Magnus Financial Group held 181,876 shares of iShares US Real Estate ETF worth $18.6M as of Q2 2026.
  • Magnus Financial Group bought 6,375 iShares US Real Estate ETF shares in Q2 2026, an estimated $647K.
  • iShares US Real Estate ETF made up 1.32% of Magnus Financial Group's portfolio in Q2 2026, its #14 holding.
  • Magnus Financial Group first reported a position in iShares US Real Estate ETF in Q2 2020 and has held it in 25 quarters since.
  • 129 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.