OIA
IYR icon

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

OneDigital 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 		$1.09M Buy
10,636
+366
+4% +$37.1K 0.01% 705
2026
Q1 		$971K Buy
10,270
+7,263
+242% +$706K 0.01% 693
2025
Q4 		$282K Buy
3,007
+23
+0.8% +$2.19K ﹤0.01% 1250
2025
Q3 		$290K Buy
2,984
+15
+0.5% +$1.44K ﹤0.01% 1205
2025
Q2 		$281K Sell
2,969
-29
-1% -$2.71K ﹤0.01% 1202
2025
Q1 		$287K Buy
2,998
+11
+0.4% +$1.05K ﹤0.01% 1135
2024
Q4 		$278K Sell
2,987
-4
-0.1% -$394 ﹤0.01% 1167
2024
Q3 		$305K Buy
2,991
+80
+3% +$7.71K ﹤0.01% 1149
2024
Q2 		$255K Buy
2,911
+92
+3% +$7.89K ﹤0.01% 1177
2024
Q1 		$253K Sell
2,819
-146
-5% -$12.9K ﹤0.01% 968
2023
Q4 		$271K Buy
+2,965
New +$243K ﹤0.01% 948
2021
Q1 		– Sell
-8,092
Closed -$693K – 733
2020
Q4 		$693K Buy
8,092
+44
+0.5% +$3.66K 0.04% 287
2020
Q3 		$643K Buy
8,048
+4,031
+100% +$326K 0.04% 265
2020
Q2 		$317K Buy
+4,017
New +$304K 0.02% 430
2018
Q4 		– Sell
-1,147
Closed -$92K – 1205
2018
Q3 		$92K Buy
1,147
+517
+82% +$42.2K 0.02% 287
2018
Q2 		$51K Sell
630
-31
-5% -$2.39K 0.01% 490
2018
Q1 		$50K Buy
+661
New +$50.2K 0.01% 517

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

OneDigital Investment Advisors's IYR Position: Q2 2026 in Review

OneDigital Investment Advisors increased its iShares US Real Estate ETF (IYR) stake by 3.6% in Q2 2026, buying an estimated $37.1K and bringing the position to 10,636 shares worth $1.09M. The position accounts for 0.01% of the portfolio, ranked #705.

OneDigital Investment Advisors first reported a position in IYR in Q1 2018 and has held it in 17 quarters since. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • OneDigital Investment Advisors held 10,636 shares of iShares US Real Estate ETF worth $1.09M as of Q2 2026.
  • OneDigital Investment Advisors bought 366 iShares US Real Estate ETF shares in Q2 2026, an estimated $37.1K.
  • iShares US Real Estate ETF made up 0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #705 holding.
  • OneDigital Investment Advisors first reported a position in iShares US Real Estate ETF in Q1 2018 and has held it in 17 quarters since.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.