Paladin Advisory Group’s iShares US Real Estate ETF IYR Stock Holding History

Paladin Advisory 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	$333K	Sell	3,258 -186	-5%	-$18.9K	0.22%	64
2026 Q1	$326K	Sell	3,444 -250	-7%	-$24.3K	0.25%	59
2025 Q4	$347K	Hold	3,694	–	–	0.25%	60
2025 Q3	$359K	Hold	3,694	–	–	0.28%	54
2025 Q2	$350K	Sell	3,694 -53	-1%	-$4.95K	0.27%	62
2025 Q1	$359K	Sell	3,747 -323	-8%	-$30.7K	0.29%	60
2024 Q4	$379K	Sell	4,070 -125	-3%	-$12.3K	0.29%	60
2024 Q3	$427K	Hold	4,195	–	–	0.32%	54
2024 Q2	$365K	Hold	4,195	–	–	0.28%	59
2024 Q1	$371K	Sell	4,195 -473	-10%	-$41.8K	0.29%	55
2023 Q4	$427K	Hold	4,668	–	–	0.35%	52
2023 Q3	$365K	Sell	4,668 -217	-4%	-$18.5K	0.31%	59
2023 Q2	$423K	Hold	4,885	–	–	0.34%	58
2023 Q1	$415K	Buy	+4,885	New	+$427K	0.34%	56
2022 Q2	–	Sell	-5,171	Closed	-$516K	–	400
2022 Q1	$568K	Buy	+5,171	New	+$546K	0.46%	49

Other funds holding IYR

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

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

Paladin Advisory Group's IYR Position: Q2 2026 in Review

Paladin Advisory Group reduced its iShares US Real Estate ETF (IYR) stake by 5.4% in Q2 2026, selling an estimated $18.9K and leaving 3,258 shares worth $333K. The position accounts for 0.22% of the portfolio, ranked #64.

Paladin Advisory Group first reported a position in IYR in Q1 2022 and has held it in 15 quarters since. The position peaked at $568K in Q1 2022. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

Paladin Advisory Group held 3,258 shares of iShares US Real Estate ETF worth $333K as of Q2 2026.
Paladin Advisory Group sold 186 iShares US Real Estate ETF shares in Q2 2026, an estimated $18.9K.
iShares US Real Estate ETF made up 0.22% of Paladin Advisory Group's portfolio in Q2 2026, its #64 holding.
Paladin Advisory Group first reported a position in iShares US Real Estate ETF in Q1 2022 and has held it in 15 quarters since.
Paladin Advisory Group's iShares US Real Estate ETF position peaked at $568K in Q1 2022.
486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Paladin Advisory Group's 13F filing for Q2 2026, filed 28 Jul 2026.