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Mount Yale Investment Advisors’s iShares US Real Estate ETF IYR Stock Holding History

Mount Yale 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 		$547K Sell
5,353
-86
-2% -$8.73K 0.01% 752
2026
Q1 		$514K Buy
5,439
+976
+22% +$94.8K 0.01% 711
2025
Q4 		$419K Buy
4,463
+3
+0.1% +$286 0.02% 505
2025
Q3 		$433K Buy
+4,460
New +$429K 0.03% 445
2023
Q1 		– Sell
-3,474
Closed -$292K – 512
2022
Q4 		$292K Buy
+3,474
New +$292K 0.03% 357

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

Mount Yale Investment Advisors's IYR Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its iShares US Real Estate ETF (IYR) stake by 1.6% in Q2 2026, selling an estimated $8.73K and leaving 5,353 shares worth $547K. The position accounts for 0.01% of the portfolio, ranked #752.

Mount Yale Investment Advisors first reported a position in IYR in Q4 2022 and has held it in 5 quarters since. 487 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Mount Yale Investment Advisors held 5,353 shares of iShares US Real Estate ETF worth $547K as of Q2 2026.
  • Mount Yale Investment Advisors sold 86 iShares US Real Estate ETF shares in Q2 2026, an estimated $8.73K.
  • iShares US Real Estate ETF made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #752 holding.
  • Mount Yale Investment Advisors first reported a position in iShares US Real Estate ETF in Q4 2022 and has held it in 5 quarters since.
  • 487 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.