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Physician Wealth Advisors’s iShares US Real Estate ETF IYR Stock Holding History

Physician Wealth Advisors’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 		$90.1K Sell
881
-110
-11% -$11.2K 0.01% 327
2026
Q1 		$93.7K Sell
991
-252
-20% -$24.5K 0.01% 293
2025
Q4 		$117K Sell
1,243
-108
-8% -$10.3K 0.02% 255
2025
Q3 		$131K Buy
1,351
+1
+0.1% +$96 0.02% 244
2025
Q2 		$128K Buy
1,350
+1
+0.1% +$93 0.02% 237
2025
Q1 		$129K Buy
1,349
+1
+0.1% +$95 0.02% 226
2024
Q4 		$125K Buy
+1,348
New +$133K 0.02% 229
2023
Q4 		– Sell
-2,670
Closed -$208K – 169
2023
Q3 		$208K Sell
2,670
-11
-0.4% -$938 0.05% 139
2023
Q2 		$234K Buy
2,681
+8
+0.3% +$672 0.06% 137
2023
Q1 		$228K Buy
2,673
+6
+0.2% +$525 0.06% 139
2022
Q4 		$240K Sell
2,667
-114
-4% -$9.57K 0.06% 132
2022
Q3 		$230K Buy
2,781
+12
+0.4% +$1.14K 0.07% 130
2022
Q2 		$275K Buy
2,769
+4
+0.1% +$399 0.08% 120
2022
Q1 		$287K Sell
2,765
-19
-0.7% -$2K 0.08% 126
2021
Q4 		$309K Buy
2,784
+11
+0.4% +$1.21K 0.08% 121
2021
Q3 		$297K Buy
2,773
+3
+0.1% +$319 0.08% 122
2021
Q2 		$292K Buy
2,770
+5
+0.2% +$496 0.08% 117
2021
Q1 		$260K Buy
2,765
+5
+0.2% +$439 0.08% 123
2020
Q4 		$244K Sell
2,760
-193
-7% -$16.1K 0.08% 123
2020
Q3 		$235K Buy
2,953
+11
+0.4% +$888 0.09% 115
2020
Q2 		$244K Sell
2,942
-2
-0.1% -$152 0.1% 113
2020
Q1 		$215K Sell
2,944
-327
-10% -$28.9K 0.11% 98
2019
Q4 		$307K Buy
3,271
+98
+3% +$9.09K 0.14% 89
2019
Q3 		$292K Buy
+3,173
New +$289K 0.14% 89

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

Physician Wealth Advisors's IYR Position: Q2 2026 in Review

Physician Wealth Advisors reduced its iShares US Real Estate ETF (IYR) stake by 11% in Q2 2026, selling an estimated $11.2K and leaving 881 shares worth $90.1K. The position accounts for 0.01% of the portfolio, ranked #327.

Physician Wealth Advisors first reported a position in IYR in Q3 2019 and has held it in 24 quarters since. The position peaked at $309K in Q4 2021. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Physician Wealth Advisors held 881 shares of iShares US Real Estate ETF worth $90.1K as of Q2 2026.
  • Physician Wealth Advisors sold 110 iShares US Real Estate ETF shares in Q2 2026, an estimated $11.2K.
  • iShares US Real Estate ETF made up 0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #327 holding.
  • Physician Wealth Advisors first reported a position in iShares US Real Estate ETF in Q3 2019 and has held it in 24 quarters since.
  • Physician Wealth Advisors's iShares US Real Estate ETF position peaked at $309K in Q4 2021.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.