Phillips Financial Management’s iShares US Real Estate ETF IYR Stock Holding History

Phillips Financial Management’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 Q1	–	Sell	-20	Closed	-$1.88K	–	304
2025 Q4	$1.88K	Hold	20	–	–	﹤0.01%	302
2025 Q3	$1.94K	Hold	20	–	–	﹤0.01%	300
2025 Q2	$1.9K	Hold	20	–	–	﹤0.01%	274
2025 Q1	$1.92K	Hold	20	–	–	﹤0.01%	257
2024 Q4	$1.86K	Hold	20	–	–	﹤0.01%	257
2024 Q3	$2.04K	Hold	20	–	–	﹤0.01%	270
2024 Q2	$1.75K	Hold	20	–	–	﹤0.01%	263
2024 Q1	$1.8K	Hold	20	–	–	﹤0.01%	257
2023 Q4	$1.83K	Sell	20 -47	-70%	-$3.85K	﹤0.01%	249
2023 Q3	$5.24K	Hold	67	–	–	﹤0.01%	230
2023 Q2	$5.8K	Hold	67	–	–	﹤0.01%	226
2023 Q1	$5.69K	Buy	67 +3	+5%	+$262	﹤0.01%	229
2022 Q4	$5.39K	Hold	64	–	–	﹤0.01%	216
2022 Q3	$5K	Buy	+64	New	+$6.06K	﹤0.01%	215

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

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

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

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

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

IMPI

Ilmarinen Mutual Pension Insurance Helsinki, Finland $14.8B AUM 26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Phillips Financial Management's IYR Position: Q1 2026 in Review

Phillips Financial Management sold out of iShares US Real Estate ETF (IYR) in Q1 2026, closing a stake of 20 shares — an estimated $1.88K sold.

Phillips Financial Management first reported a position in IYR in Q3 2022 and held it in 14 quarters. The position peaked at $5.8K in Q2 2023. 460 funds tracked by Wall St. Rank hold IYR as of Q1 2026.

Phillips Financial Management reported no remaining iShares US Real Estate ETF position as of Q1 2026 after selling out during the quarter.
Phillips Financial Management sold 20 iShares US Real Estate ETF shares in Q1 2026, an estimated $1.88K.
Phillips Financial Management first reported a position in iShares US Real Estate ETF in Q3 2022 and held it in 14 quarters.
Phillips Financial Management's iShares US Real Estate ETF position peaked at $5.8K in Q2 2023.
460 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2026.

Based on Phillips Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.