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PKS Advisory Services’s iShares US Real Estate ETF IYR Stock Holding History

PKS Advisory Services’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 		$269K Buy
+2,628
New +$267K 0.04% 305

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

PKS Advisory Services's IYR Position: Q2 2026 in Review

PKS Advisory Services opened a new position in iShares US Real Estate ETF (IYR) in Q2 2026: 2,628 shares worth $269K. The stake represents 0.04% of the portfolio and ranks #305 among its holdings.

485 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • PKS Advisory Services held 2,628 shares of iShares US Real Estate ETF worth $269K as of Q2 2026.
  • iShares US Real Estate ETF was a new PKS Advisory Services position in Q2 2026.
  • iShares US Real Estate ETF made up 0.04% of PKS Advisory Services's portfolio in Q2 2026, its #305 holding.
  • 485 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on PKS Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.