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Prosperity Capital Advisors’s iShares US Real Estate ETF IYR Stock Holding History

Prosperity Capital 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 		– Sell
-16,171
Closed -$1.53M – 440
2026
Q1 		$1.53M Buy
+16,171
New +$1.57M 0.09% 140

Other funds holding IYR

AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03T AUM 1% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
OFG
Omega Financial Group Santa Barbara, California $329M AUM 17.3% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Prosperity Capital Advisors's IYR Position: Q2 2026 in Review

Prosperity Capital Advisors sold out of iShares US Real Estate ETF (IYR) in Q2 2026, closing a stake of 16,171 shares — an estimated $1.53M sold.

Prosperity Capital Advisors first reported a position in IYR in Q1 2026 and held it in 1 quarter. The position peaked at $1.53M in Q1 2026. 96 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Prosperity Capital Advisors reported no remaining iShares US Real Estate ETF position as of Q2 2026 after selling out during the quarter.
  • Prosperity Capital Advisors sold 16,171 iShares US Real Estate ETF shares in Q2 2026, an estimated $1.53M.
  • Prosperity Capital Advisors first reported a position in iShares US Real Estate ETF in Q1 2026 and held it in 1 quarter.
  • Prosperity Capital Advisors's iShares US Real Estate ETF position peaked at $1.53M in Q1 2026.
  • 96 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

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