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Pacifica Partners’s iShares US Real Estate ETF IYR Stock Holding History

Pacifica Partners’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 		$163K Hold
1,570
– – 0.05% 128
2026
Q1 		$148K Hold
1,570
– – 0.05% 131
2025
Q4 		$148K Hold
1,570
– – 0.07% 110
2025
Q3 		$152K Hold
1,570
– – 0.05% 124
2025
Q2 		$148K Hold
1,570
– – 0.06% 121
2025
Q1 		$146K Hold
1,570
– – 0.07% 117
2024
Q4 		$145K Hold
1,570
– – 0.06% 119
2024
Q3 		$160K Hold
1,570
– – 0.07% 120
2024
Q2 		$137K Hold
1,570
– – 0.06% 131
2024
Q1 		$137K Hold
1,570
– – 0.06% 127
2023
Q4 		$136K Hold
1,570
– – 0.07% 123
2023
Q3 		$120K Hold
1,570
– – 0.07% 116
2023
Q2 		$137K Hold
1,570
– – 0.08% 106
2023
Q1 		$132K Hold
1,570
– – 0.08% 111
2022
Q4 		$133K Hold
1,570
– – 0.09% 106
2022
Q3 		$142K Hold
1,570
– – 0.1% 99
2022
Q2 		$148K Hold
1,570
– – 0.1% 103
2022
Q1 		$162K Hold
1,570
– – 0.11% 97
2021
Q4 		$175K Buy
+1,570
New +$172K 0.11% 94

Other funds holding IYR

AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03T AUM 1% 1-Year Est. Return
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
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

Pacifica Partners's IYR Position: Q2 2026 in Review

Pacifica Partners held its iShares US Real Estate ETF (IYR) position steady in Q2 2026 at 1,570 shares worth $163K. The position accounts for 0.05% of the portfolio, ranked #128.

Pacifica Partners first reported a position in IYR in Q4 2021 and has held it in 19 quarters since. The position peaked at $175K in Q4 2021. 131 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Pacifica Partners held 1,570 shares of iShares US Real Estate ETF worth $163K as of Q2 2026.
  • Pacifica Partners left its iShares US Real Estate ETF share count unchanged in Q2 2026.
  • iShares US Real Estate ETF made up 0.05% of Pacifica Partners's portfolio in Q2 2026, its #128 holding.
  • Pacifica Partners first reported a position in iShares US Real Estate ETF in Q4 2021 and has held it in 19 quarters since.
  • Pacifica Partners's iShares US Real Estate ETF position peaked at $175K in Q4 2021.
  • 131 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Pacifica Partners's 13F filing for Q2 2026, filed 13 Jul 2026.