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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
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 $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
IMPI
Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mount Yale Investment Advisors's IYR Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its iShares US Real Estate ETF (IYR) stake by 22% in Q1 2026, buying an estimated $94.8K and bringing the position to 5,439 shares worth $514K. The position accounts for 0.01% of the portfolio, ranked #711.

Mount Yale Investment Advisors first reported a position in IYR in Q4 2022 and has held it in 4 quarters since. 459 funds tracked by Wall St. Rank hold IYR as of Q1 2026.

  • Mount Yale Investment Advisors held 5,439 shares of iShares US Real Estate ETF worth $514K as of Q1 2026.
  • Mount Yale Investment Advisors bought 976 iShares US Real Estate ETF shares in Q1 2026, an estimated $94.8K.
  • iShares US Real Estate ETF made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #711 holding.
  • Mount Yale Investment Advisors first reported a position in iShares US Real Estate ETF in Q4 2022 and has held it in 4 quarters since.
  • 459 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.