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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
2023
Q1 		– Sell
-4,885
Closed -$411K – 384
2022
Q4 		$411K Sell
4,885
-56
-1% -$4.7K 0.35% 57
2022
Q3 		$402K Sell
4,941
-230
-4% -$21.8K 0.37% 52
2022
Q2 		$475K Buy
+5,171
New +$516K 0.41% 49
2022
Q1 		– Sell
-5,171
Closed -$600K – 399
2021
Q4 		$600K Buy
+5,171
New +$566K 0.49% 50

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

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. 487 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.
  • 487 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.