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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 $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
IMPI
Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Paladin Advisory Group's IYR Position: Q1 2026 in Review

Paladin Advisory Group reduced its iShares US Real Estate ETF (IYR) stake by 6.8% in Q1 2026, selling an estimated $24.3K and leaving 3,444 shares worth $326K. The position accounts for 0.25% of the portfolio, ranked #59.

Paladin Advisory Group first reported a position in IYR in Q1 2022 and has held it in 14 quarters since. The position peaked at $568K in Q1 2022. 458 funds tracked by Wall St. Rank hold IYR as of Q1 2026.

  • Paladin Advisory Group held 3,444 shares of iShares US Real Estate ETF worth $326K as of Q1 2026.
  • Paladin Advisory Group sold 250 iShares US Real Estate ETF shares in Q1 2026, an estimated $24.3K.
  • iShares US Real Estate ETF made up 0.25% of Paladin Advisory Group's portfolio in Q1 2026, its #59 holding.
  • Paladin Advisory Group first reported a position in iShares US Real Estate ETF in Q1 2022 and has held it in 14 quarters since.
  • Paladin Advisory Group's iShares US Real Estate ETF position peaked at $568K in Q1 2022.
  • 458 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2026.

Based on Paladin Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.