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Moneta Group Investment Advisors’s iShares US Real Estate ETF IYR Stock Holding History

Moneta Group Investment 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 		$834K Buy
8,154
+37
+0.5% +$3.75K 0.01% 431
2026
Q1 		$768K Sell
8,117
-444
-5% -$43.1K 0.01% 412
2025
Q4 		$804K Buy
8,561
+420
+5% +$40K 0.01% 399
2025
Q3 		$790K Buy
8,141
+1,301
+19% +$125K 0.01% 399
2025
Q2 		$648K Buy
6,840
+414
+6% +$38.6K 0.01% 381
2025
Q1 		$615K Buy
6,426
+181
+3% +$17.2K 0.01% 369
2024
Q4 		$581K Buy
6,245
+52
+0.8% +$5.13K 0.01% 377
2024
Q3 		$631K Buy
6,193
+44
+0.7% +$4.24K 0.01% 358
2024
Q2 		$540K Buy
6,149
+38
+0.6% +$3.26K 0.01% 374
2024
Q1 		$549K Buy
6,111
+113
+2% +$9.99K 0.01% 361
2023
Q4 		$548K Sell
5,998
-196
-3% -$16K 0.01% 329
2023
Q3 		$484K Buy
6,194
+61
+1% +$5.2K 0.01% 325
2023
Q2 		$531K Buy
6,133
+25
+0.4% +$2.1K 0.01% 315
2023
Q1 		$519K Buy
+6,108
New +$534K 0.01% 317

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

Moneta Group Investment Advisors's IYR Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its iShares US Real Estate ETF (IYR) stake by 0.46% in Q2 2026, buying an estimated $3.75K and bringing the position to 8,154 shares worth $834K. The position accounts for 0.01% of the portfolio, ranked #431.

Moneta Group Investment Advisors first reported a position in IYR in Q1 2023 and has held it in 14 quarters since. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Moneta Group Investment Advisors held 8,154 shares of iShares US Real Estate ETF worth $834K as of Q2 2026.
  • Moneta Group Investment Advisors bought 37 iShares US Real Estate ETF shares in Q2 2026, an estimated $3.75K.
  • iShares US Real Estate ETF made up 0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #431 holding.
  • Moneta Group Investment Advisors first reported a position in iShares US Real Estate ETF in Q1 2023 and has held it in 14 quarters since.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

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