Mission Wealth Management’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 | $4.99M | Sell |
48,786
-2,529
| -5% | -$257K | 0.06% | 175 |
|
|
2026
Q1 | $4.85M | Sell |
51,315
-3,307
| -6% | -$321K | 0.1% | 112 |
|
|
2025
Q4 | $5.13M | Sell |
54,622
-5,822
| -10% | -$555K | 0.1% | 109 |
|
|
2025
Q3 | $5.87M | Sell |
60,444
-2,913
| -5% | -$280K | 0.12% | 100 |
|
|
2025
Q2 | $6M | Sell |
63,357
-5,432
| -8% | -$507K | 0.13% | 102 |
|
|
2025
Q1 | $6.59M | Sell |
68,789
-4,818
| -7% | -$458K | 0.16% | 82 |
|
|
2024
Q4 | $6.85M | Sell |
73,607
-5,973
| -8% | -$589K | 0.16% | 82 |
|
|
2024
Q3 | $8.11M | Sell |
79,580
-2,728
| -3% | -$263K | 0.2% | 69 |
|
|
2024
Q2 | $7.22M | Sell |
82,308
-2,900
| -3% | -$249K | 0.19% | 68 |
|
|
2024
Q1 | $7.66M | Sell |
85,208
-2,418
| -3% | -$214K | 0.2% | 75 |
|
|
2023
Q4 | $8.01M | Sell |
87,626
-1,319
| -1% | -$108K | 0.26% | 54 |
|
|
2023
Q3 | $6.95M | Sell |
88,945
-1,403
| -2% | -$120K | 0.26% | 55 |
|
|
2023
Q2 | $7.82M | Sell |
90,348
-1,574
| -2% | -$132K | 0.3% | 49 |
|
|
2023
Q1 | $7.8M | Buy |
91,922
+43,085
| +88% | +$3.77M | 0.33% | 46 |
|
|
2022
Q4 | $4.11M | Sell |
48,837
-2,095
| -4% | -$176K | 0.2% | 67 |
|
|
2022
Q3 | $4.15M | Sell |
50,932
-2,423
| -5% | -$229K | 0.22% | 58 |
|
|
2022
Q2 | $4.91M | Sell |
53,355
-4,531
| -8% | -$452K | 0.26% | 52 |
|
|
2022
Q1 | $6.26M | Sell |
57,886
-3,183
| -5% | -$336K | 0.29% | 50 |
|
|
2021
Q4 | $7.09M | Sell |
61,069
-1,592
| -3% | -$174K | 0.32% | 47 |
|
|
2021
Q3 | $6.42M | Sell |
62,661
-5,865
| -9% | -$624K | 0.33% | 47 |
|
|
2021
Q2 | $6.99M | Sell |
68,526
-748
| -1% | -$74.3K | 0.37% | 42 |
|
|
2021
Q1 | $6.37M | Sell |
69,274
-1,650
| -2% | -$145K | 0.37% | 42 |
|
|
2020
Q4 | $6.08M | Sell |
70,924
-1,096
| -2% | -$91.2K | 0.38% | 43 |
|
|
2020
Q3 | $5.75M | Sell |
72,020
-1,947
| -3% | -$157K | 0.43% | 38 |
|
|
2020
Q2 | $5.83M | Sell |
73,967
-3,753
| -5% | -$284K | 0.5% | 35 |
|
|
2020
Q1 | $5.41M | Buy |
77,720
+68,039
| +703% | +$6.02M | 0.6% | 30 |
|
|
2019
Q4 | $901K | Sell |
9,681
-1,509
| -13% | -$140K | 0.09% | 123 |
|
|
2019
Q3 | $1.05M | Sell |
11,190
-481
| -4% | -$43.8K | 0.11% | 97 |
|
|
2019
Q2 | $1.02M | Sell |
11,671
-346
| -3% | -$30.3K | 0.11% | 94 |
|
|
2019
Q1 | $1.05M | Sell |
12,017
-403
| -3% | -$33.3K | 0.12% | 95 |
|
|
2018
Q4 | $931K | Sell |
12,420
-1,759
| -12% | -$138K | 0.12% | 94 |
|
|
2018
Q3 | $1.14M | Sell |
14,179
-36
| -0.3% | -$2.94K | 0.15% | 84 |
|
|
2018
Q2 | $1.15M | Buy |
+14,215
| New | +$1.1M | 0.17% | 76 |
|
Other funds holding IYR
WI
CBU
IMPI
SOAM
Mission Wealth Management's IYR Position: Q2 2026 in Review
Mission Wealth Management reduced its iShares US Real Estate ETF (IYR) stake by 4.9% in Q2 2026, selling an estimated $257K and leaving 48,786 shares worth $4.99M. The position accounts for 0.06% of the portfolio, ranked #175.
Mission Wealth Management first reported a position in IYR in Q2 2018 and has held it in 33 quarters since. The position peaked at $8.11M in Q3 2024. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.
- Mission Wealth Management held 48,786 shares of iShares US Real Estate ETF worth $4.99M as of Q2 2026.
- Mission Wealth Management sold 2,529 iShares US Real Estate ETF shares in Q2 2026, an estimated $257K.
- iShares US Real Estate ETF made up 0.06% of Mission Wealth Management's portfolio in Q2 2026, its #175 holding.
- Mission Wealth Management first reported a position in iShares US Real Estate ETF in Q2 2018 and has held it in 33 quarters since.
- Mission Wealth Management's iShares US Real Estate ETF position peaked at $8.11M in Q3 2024.
- 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.
Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.