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

Oxford 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 		– Sell
-79
Closed -$7.47K – 307
2026
Q1 		$7.47K Hold
79
– – ﹤0.01% 289
2025
Q4 		$7.42K Hold
79
– – ﹤0.01% 276
2025
Q3 		$7.67K Hold
79
– – ﹤0.01% 269
2025
Q2 		$7.49K Hold
79
– – ﹤0.01% 254
2025
Q1 		$7.56K Hold
79
– – ﹤0.01% 254
2024
Q4 		$7.35K Hold
79
– – ﹤0.01% 289
2024
Q3 		$8.05K Hold
79
– – ﹤0.01% 283
2024
Q2 		$6.93K Hold
79
– – ﹤0.01% 309
2024
Q1 		$7.1K Sell
79
-673
-89% -$59.5K ﹤0.01% 270
2023
Q4 		$68.7K Buy
752
+79
+12% +$6.47K 0.01% 259
2023
Q3 		$52.6K Hold
673
– – ﹤0.01% 238
2023
Q2 		$58.2K Hold
673
– – 0.01% 254
2023
Q1 		$57.1K Hold
673
– – 0.01% 216
2022
Q4 		$56.7K Sell
673
-640
-49% -$53.7K 0.01% 214
2022
Q3 		$107K Buy
1,313
+673
+105% +$63.7K 0.02% 180
2022
Q2 		$59K Hold
640
– – 0.01% 219
2022
Q1 		$69K Buy
+640
New +$67.5K 0.01% 212

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

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

Oxford Financial Group sold out of iShares US Real Estate ETF (IYR) in Q2 2026, closing a stake of 79 shares — an estimated $7.47K sold.

Oxford Financial Group first reported a position in IYR in Q1 2022 and held it in 17 quarters. The position peaked at $107K in Q3 2022. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Oxford Financial Group reported no remaining iShares US Real Estate ETF position as of Q2 2026 after selling out during the quarter.
  • Oxford Financial Group sold 79 iShares US Real Estate ETF shares in Q2 2026, an estimated $7.47K.
  • Oxford Financial Group first reported a position in iShares US Real Estate ETF in Q1 2022 and held it in 17 quarters.
  • Oxford Financial Group's iShares US Real Estate ETF position peaked at $107K in Q3 2022.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.