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Prospera Financial Services’s iShares US Real Estate ETF IYR Stock Holding History

Prospera Financial 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 		$654K Sell
6,395
-37
-0.6% -$3.75K 0.01% 935
2026
Q1 		$608K Buy
6,432
+224
+4% +$21.8K 0.01% 919
2025
Q4 		$583K Sell
6,208
-333
-5% -$31.7K 0.01% 870
2025
Q3 		$635K Sell
6,541
-240
-4% -$23.1K 0.01% 848
2025
Q2 		$643K Buy
6,781
+845
+14% +$78.8K 0.01% 820
2025
Q1 		$568K Sell
5,936
-420
-7% -$40K 0.01% 729
2024
Q4 		$591K Buy
6,356
+711
+13% +$70.1K 0.01% 692
2024
Q3 		$575K Sell
5,645
-270
-5% -$26K 0.01% 675
2024
Q2 		$519K Sell
5,915
-167
-3% -$14.3K 0.01% 698
2024
Q1 		$547K Buy
6,082
+164
+3% +$14.5K 0.02% 685
2023
Q4 		$541K Sell
5,918
-3,123
-35% -$256K 0.02% 633
2023
Q3 		$707K Sell
9,041
-5,012
-36% -$427K 0.03% 522
2023
Q2 		$1.22M Sell
14,053
-1,808
-11% -$152K 0.05% 364
2023
Q1 		$1.35M Buy
15,861
+1,796
+13% +$157K 0.06% 342
2022
Q4 		$1.18M Sell
14,065
-4,245
-23% -$356K 0.06% 319
2022
Q3 		$1.49M Sell
18,310
-27,422
-60% -$2.6M 0.08% 281
2022
Q2 		$4.21M Buy
45,732
+30,240
+195% +$3.01M 0.21% 102
2022
Q1 		$1.68M Buy
15,492
+1,145
+8% +$121K 0.07% 308
2021
Q4 		$1.67M Buy
14,347
+296
+2% +$32.4K 0.07% 303
2021
Q3 		$1.44M Buy
14,051
+163
+1% +$17.3K 0.07% 306
2021
Q2 		$1.42M Buy
13,888
+1,936
+16% +$192K 0.07% 316
2021
Q1 		$1.1M Buy
11,952
+4,528
+61% +$397K 0.07% 325
2020
Q4 		$636K Buy
+7,424
New +$618K 0.04% 373
2020
Q1 		– Sell
-4,648
Closed -$433K – 576
2019
Q4 		$433K Buy
4,648
+1,030
+28% +$95.5K 0.03% 405
2019
Q3 		$338K Sell
3,618
-230
-6% -$20.9K 0.03% 402
2019
Q2 		$336K Buy
+3,848
New +$337K 0.04% 376

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

Prospera Financial Services's IYR Position: Q2 2026 in Review

Prospera Financial Services reduced its iShares US Real Estate ETF (IYR) stake by 0.58% in Q2 2026, selling an estimated $3.75K and leaving 6,395 shares worth $654K. The position accounts for 0.01% of the portfolio, ranked #935.

Prospera Financial Services first reported a position in IYR in Q2 2019 and has held it in 26 quarters since. The position peaked at $4.21M in Q2 2022. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Prospera Financial Services held 6,395 shares of iShares US Real Estate ETF worth $654K as of Q2 2026.
  • Prospera Financial Services sold 37 iShares US Real Estate ETF shares in Q2 2026, an estimated $3.75K.
  • iShares US Real Estate ETF made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #935 holding.
  • Prospera Financial Services first reported a position in iShares US Real Estate ETF in Q2 2019 and has held it in 26 quarters since.
  • Prospera Financial Services's iShares US Real Estate ETF position peaked at $4.21M in Q2 2022.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.