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Omega Financial Group’s iShares US Real Estate ETF IYR Stock Holding History

Omega Financial Group’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 		$6.37M Sell
62,307
-1,280
-2% -$130K 1.94% 17
2026
Q1 		$6.01M Sell
63,587
-2,485
-4% -$241K 1.95% 17
2025
Q4 		$6.2M Buy
66,072
+60,807
+1,155% +$5.8M 2.04% 17
2025
Q3 		$511K Sell
5,265
-15
-0.3% -$1.44K 0.17% 68
2025
Q2 		$500K Buy
5,280
+12
+0.2% +$1.12K 0.18% 65
2025
Q1 		$504K Sell
5,268
-116
-2% -$11K 0.19% 60
2024
Q4 		$501K Sell
5,384
-2,979
-36% -$294K 0.19% 60
2024
Q3 		$852K Sell
8,363
-147,890
-95% -$14.2M 0.32% 50
2024
Q2 		$13.7M Buy
156,253
+10,461
+7% +$897K 5.55% 1
2024
Q1 		$13.1M Buy
145,792
+7,154
+5% +$633K 5.36% 2
2023
Q4 		$12.7M Buy
138,638
+9,595
+7% +$786K 5.42% 1
2023
Q3 		$10.1M Sell
129,043
-217
-0.2% -$18.5K 4.93% 3
2023
Q2 		$11.2M Sell
129,260
-5,147
-4% -$432K 5.12% 2
2023
Q1 		$11.4M Buy
134,407
+21,590
+19% +$1.89M 5.27% 1
2022
Q4 		$9.58M Sell
112,817
-11,264
-9% -$946K 4.94% 3
2022
Q3 		$10.1M Buy
124,081
+12,916
+12% +$1.22M 5.23% 3
2022
Q2 		$10.2M Sell
111,165
-7,246
-6% -$722K 4.93% 4
2022
Q1 		$12.8M Buy
118,411
+13,422
+13% +$1.42M 5.55% 3
2021
Q4 		$12.2M Buy
104,989
+11,796
+13% +$1.29M 5.4% 3
2021
Q3 		$9.54M Buy
93,193
+16,576
+22% +$1.76M 4.55% 3
2021
Q2 		$7.81M Buy
76,617
+6,192
+9% +$615K 3.77% 6
2021
Q1 		$6.47M Buy
70,425
+2,370
+3% +$208K 3.29% 10
2020
Q4 		$5.83M Buy
68,055
+1,165
+2% +$97K 3.15% 10
2020
Q3 		$5.34M Sell
66,890
-1,271
-2% -$103K 3.25% 8
2020
Q2 		$5.37M Buy
68,161
+3,165
+5% +$240K 3.46% 8
2020
Q1 		$4.52M Buy
64,996
+40,995
+171% +$3.63M 3.43% 8
2019
Q4 		$2.23M Buy
24,001
+218
+0.9% +$20.2K 1.47% 23
2019
Q3 		$2.23M Buy
23,783
+796
+3% +$72.5K 1.56% 22
2019
Q2 		$2.01M Buy
22,987
+43
+0.2% +$3.76K 1.48% 23
2019
Q1 		$2M Buy
22,944
+4,892
+27% +$405K 1.47% 24
2018
Q4 		$1.35M Buy
+18,052
New +$1.42M 1.19% 26

Other funds holding IYR

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
DI
DDFG Inc Thousand Oaks, California $504M AUM 18.61% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
ADEF
Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return

Omega Financial Group's IYR Position: Q2 2026 in Review

Omega Financial Group reduced its iShares US Real Estate ETF (IYR) stake by 2% in Q2 2026, selling an estimated $130K and leaving 62,307 shares worth $6.37M. The position accounts for 1.94% of the portfolio, ranked #17.

Omega Financial Group first reported a position in IYR in Q4 2018 and has held it in 31 quarters since. The position peaked at $13.7M in Q2 2024. 186 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Omega Financial Group held 62,307 shares of iShares US Real Estate ETF worth $6.37M as of Q2 2026.
  • Omega Financial Group sold 1,280 iShares US Real Estate ETF shares in Q2 2026, an estimated $130K.
  • iShares US Real Estate ETF made up 1.94% of Omega Financial Group's portfolio in Q2 2026, its #17 holding.
  • Omega Financial Group first reported a position in iShares US Real Estate ETF in Q4 2018 and has held it in 31 quarters since.
  • Omega Financial Group's iShares US Real Estate ETF position peaked at $13.7M in Q2 2024.
  • 186 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Omega Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.