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Mutual Advisors’s iShares US Real Estate ETF IYR Stock Holding History

Mutual 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 		$629K Sell
6,150
-5,795
-49% -$588K 0.01% 829
2026
Q1 		$1.13M Buy
11,945
+251
+2% +$24.4K 0.02% 547
2025
Q4 		$1.1M Buy
11,694
+64
+0.6% +$6.1K 0.02% 549
2025
Q3 		$1.14M Buy
11,630
+1,223
+12% +$118K 0.03% 519
2025
Q2 		$1.02M Sell
10,407
-6,085
-37% -$568K 0.03% 504
2025
Q1 		$1.52M Buy
16,492
+2,944
+22% +$280K 0.04% 348
2024
Q4 		$1.27M Sell
13,548
-17,966
-57% -$1.77M 0.04% 403
2024
Q3 		$3.19M Buy
31,514
+17,671
+128% +$1.7M 0.09% 197
2024
Q2 		$1.3M Sell
13,843
-688
-5% -$59K 0.04% 395
2024
Q1 		$1.31M Buy
+14,531
New +$1.28M 0.04% 392
2023
Q4 		– Sell
-7,063
Closed -$552K – 1042
2023
Q3 		$552K Buy
+7,063
New +$602K 0.02% 597
2023
Q2 		– Sell
-7,632
Closed -$648K – 1035
2023
Q1 		$648K Buy
+7,632
New +$668K 0.03% 552
2022
Q2 		– Sell
-20,607
Closed -$2.23M – 891
2022
Q1 		$2.23M Sell
20,607
-64,162
-76% -$6.77M 0.12% 193
2021
Q4 		$9.85M Buy
84,769
+25,744
+44% +$2.82M 0.52% 28
2021
Q3 		$6.04M Buy
+59,025
New +$6.28M 0.36% 58
2021
Q1 		– Sell
-14,095
Closed -$1.21M – 807
2020
Q4 		$1.21M Buy
14,095
+1,731
+14% +$144K 0.09% 263
2020
Q3 		$987K Sell
12,364
-788
-6% -$63.6K 0.09% 254
2020
Q2 		$1.04M Buy
13,152
+4,655
+55% +$353K 0.1% 221
2020
Q1 		$591K Sell
8,497
-3,347
-28% -$296K 0.08% 259
2019
Q4 		$1.1M Sell
11,844
-18,299
-61% -$1.7M 0.12% 216
2019
Q3 		$2.82M Buy
30,143
+67
+0.2% +$6.1K 0.37% 59
2019
Q2 		$2.63M Buy
30,076
+179
+0.6% +$15.7K 0.34% 60
2019
Q1 		$2.6M Buy
+29,897
New +$2.47M 0.39% 58
2018
Q4 		– Sell
-10,351
Closed -$828K – 463
2018
Q3 		$828K Buy
+10,351
New +$844K 0.13% 200

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

Mutual Advisors's IYR Position: Q2 2026 in Review

Mutual Advisors reduced its iShares US Real Estate ETF (IYR) stake by 49% in Q2 2026, selling an estimated $588K and leaving 6,150 shares worth $629K. The position accounts for 0.01% of the portfolio, ranked #829.

Mutual Advisors first reported a position in IYR in Q3 2018 and has held it in 24 quarters since. The position peaked at $9.85M in Q4 2021. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Mutual Advisors held 6,150 shares of iShares US Real Estate ETF worth $629K as of Q2 2026.
  • Mutual Advisors sold 5,795 iShares US Real Estate ETF shares in Q2 2026, an estimated $588K.
  • iShares US Real Estate ETF made up 0.01% of Mutual Advisors's portfolio in Q2 2026, its #829 holding.
  • Mutual Advisors first reported a position in iShares US Real Estate ETF in Q3 2018 and has held it in 24 quarters since.
  • Mutual Advisors's iShares US Real Estate ETF position peaked at $9.85M in Q4 2021.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

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