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NWAM LLC’s iShares US Real Estate ETF IYR Stock Holding History

NWAM LLC’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 		$634K Sell
6,202
-355
-5% -$36K 0.03% 401
2026
Q1 		$620K Sell
6,557
-351
-5% -$34.1K 0.04% 370
2025
Q4 		$650K Sell
6,908
-8
-0.1% -$762 0.04% 349
2025
Q3 		$672K Buy
6,916
+4
+0.1% +$385 0.04% 353
2025
Q2 		$655K Buy
+6,912
New +$645K 0.04% 338
2025
Q1 		– Sell
-12,439
Closed -$1.16M – 558
2024
Q4 		$1.16M Sell
12,439
-5,241
-30% -$517K 0.07% 241
2024
Q3 		$1.8M Buy
+17,680
New +$1.7M 0.11% 184
2024
Q2 		– Sell
-15,925
Closed -$1.41M – 362
2024
Q1 		$1.41M Buy
15,925
+375
+2% +$33.2K 0.11% 178
2023
Q4 		$1.42M Buy
15,550
+11,481
+282% +$940K 0.11% 180
2023
Q3 		$318K Sell
4,069
-10,961
-73% -$934K 0.03% 374
2023
Q2 		$1.3M Buy
15,030
+5,479
+57% +$460K 0.11% 189
2023
Q1 		$811K Sell
9,551
-4,249
-31% -$372K 0.08% 202
2022
Q4 		$1.16M Buy
13,800
+8,271
+150% +$695K 0.1% 191
2022
Q3 		$450K Sell
5,529
-1,632
-23% -$154K 0.04% 313
2022
Q2 		$661K Buy
7,161
+1,665
+30% +$166K 0.06% 259
2022
Q1 		$595K Sell
5,496
-21
-0.4% -$2.22K 0.05% 295
2021
Q4 		$641K Sell
5,517
-1,251
-18% -$137K 0.05% 283
2021
Q3 		$693K Buy
6,768
+1,101
+19% +$117K 0.06% 257
2021
Q2 		$578K Buy
5,667
+50
+0.9% +$4.96K 0.05% 285
2021
Q1 		$516K Buy
5,617
+103
+2% +$9.04K 0.05% 300
2020
Q4 		$472K Buy
+5,514
New +$459K 0.05% 277
2015
Q2 		– Sell
-14,793
Closed -$1.17M – 262
2015
Q1 		$1.17M Sell
14,793
-8,834
-37% -$707K 0.5% 47
2014
Q4 		$1.81M Sell
23,627
-5,412
-19% -$405K 0.79% 29
2014
Q3 		$2.01M Buy
29,039
+1,028
+4% +$74.5K 0.72% 32
2014
Q2 		$2.01M Sell
28,011
-1,672
-6% -$118K 0.63% 44
2014
Q1 		$2.01M Buy
+29,683
New +$1.97M 0.69% 43

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

NWAM LLC's IYR Position: Q2 2026 in Review

NWAM LLC reduced its iShares US Real Estate ETF (IYR) stake by 5.4% in Q2 2026, selling an estimated $36K and leaving 6,202 shares worth $634K. The position accounts for 0.03% of the portfolio, ranked #401.

NWAM LLC first reported a position in IYR in Q1 2014 and has held it in 26 quarters since. The position peaked at $2.01M in Q2 2014. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • NWAM LLC held 6,202 shares of iShares US Real Estate ETF worth $634K as of Q2 2026.
  • NWAM LLC sold 355 iShares US Real Estate ETF shares in Q2 2026, an estimated $36K.
  • iShares US Real Estate ETF made up 0.03% of NWAM LLC's portfolio in Q2 2026, its #401 holding.
  • NWAM LLC first reported a position in iShares US Real Estate ETF in Q1 2014 and has held it in 26 quarters since.
  • NWAM LLC's iShares US Real Estate ETF position peaked at $2.01M in Q2 2014.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on NWAM LLC's 13F filing for Q2 2026, filed 23 Jul 2026.