Pure Financial Advisors’s iShares US Real Estate ETF IYR Stock Holding History

Pure Financial 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	$634K	Sell	6,201 -50	-0.8%	-$5.07K	0.01%	325
2026 Q1	$591K	Buy	6,251 +39	+0.6%	+$3.79K	0.01%	303
2025 Q4	$583K	Sell	6,212 -355	-5%	-$33.8K	0.01%	289
2025 Q3	$637K	Hold	6,567	–	–	0.01%	265
2025 Q2	$622K	Buy	6,567 +4,228	+181%	+$394K	0.01%	253
2025 Q1	$224K	Sell	2,339 -69	-3%	-$6.56K	﹤0.01%	359
2024 Q4	$224K	Sell	2,408 -70	-3%	-$6.9K	0.01%	319
2024 Q3	$252K	Buy	2,478 +5	+0.2%	+$482	0.01%	293
2024 Q2	$217K	Hold	2,473	–	–	0.01%	296
2024 Q1	$222K	Sell	2,473 -26	-1%	-$2.3K	0.01%	289
2023 Q4	$228K	Buy	+2,499	New	+$205K	0.01%	278
2023 Q3	–	Sell	-2,534	Closed	-$219K	–	265
2023 Q2	$219K	Sell	2,534 -19	-0.7%	-$1.6K	0.01%	239
2023 Q1	$217K	Buy	2,553 +3	+0.1%	+$262	0.01%	237
2022 Q4	$215K	Buy	2,550 +7	+0.3%	+$588	0.01%	229
2022 Q3	$207K	Sell	2,543 -270	-10%	-$25.6K	0.01%	219
2022 Q2	$259K	Sell	2,813 -22	-0.8%	-$2.19K	0.02%	207
2022 Q1	$307K	Sell	2,835 -51	-2%	-$5.38K	0.01%	181
2021 Q4	$335K	Sell	2,886 -85	-3%	-$9.31K	0.02%	158
2021 Q3	$304K	Sell	2,971 -78	-3%	-$8.3K	0.02%	154
2021 Q2	$311K	Sell	3,049 -24	-0.8%	-$2.38K	0.03%	154
2021 Q1	$283K	Sell	3,073 -49	-2%	-$4.3K	0.03%	153
2020 Q4	$267K	Sell	3,122 -164	-5%	-$13.7K	0.03%	151
2020 Q3	$262K	Sell	3,286 -50	-1%	-$4.04K	0.04%	138
2020 Q2	$263K	Sell	3,336 -27	-0.8%	-$2.05K	0.04%	119
2020 Q1	$234K	Sell	3,363 -267	-7%	-$23.6K	0.04%	120
2019 Q4	$338K	Sell	3,630 -103	-3%	-$9.55K	0.06%	114
2019 Q3	$349K	Hold	3,733	–	–	0.06%	102
2019 Q2	$326K	Sell	3,733 -195	-5%	-$17.1K	0.06%	108
2019 Q1	$342K	Buy	3,928 +4	+0.1%	+$331	0.06%	106
2018 Q4	$294K	Sell	3,924 -320	-8%	-$25.1K	0.06%	117
2018 Q3	$340K	Buy	+4,244	New	+$346K	0.07%	108
2017 Q4	–	Sell	-5,193	Closed	-$415K	–	58
2017 Q3	$415K	Buy	5,193 +9	+0.2%	+$723	0.11%	80
2017 Q2	$413K	Sell	5,184 -23	-0.4%	-$1.83K	0.11%	78
2017 Q1	$409K	Sell	5,207 -28	-0.5%	-$2.19K	0.12%	74
2016 Q4	$403K	Sell	5,235 -71	-1%	-$5.39K	0.12%	69
2016 Q3	$428K	Sell	5,306 -256	-5%	-$21.2K	0.14%	67
2016 Q2	$458K	Sell	5,562 -73	-1%	-$5.72K	0.16%	58
2016 Q1	$439K	Sell	5,635 -1,141	-17%	-$82.8K	0.16%	58
2015 Q4	$509K	Buy	6,776 +270	+4%	+$20.2K	0.22%	41
2015 Q3	$462K	Buy	6,506 +1,300	+25%	+$94.7K	0.22%	39
2015 Q2	$371K	Sell	5,206 -197	-4%	-$14.9K	0.18%	47
2015 Q1	$429K	Sell	5,403 -717	-12%	-$57.4K	0.14%	39
2014 Q4	$470K	Sell	6,120 -71	-1%	-$5.31K	0.16%	36
2014 Q3	$428K	Sell	6,191 -1,140	-16%	-$82.6K	0.16%	36
2014 Q2	$526K	Sell	7,331 -51	-0.7%	-$3.59K	0.19%	35
2014 Q1	$497K	Sell	7,382 -596	-7%	-$39.6K	0.2%	33
2013 Q4	$503K	Sell	7,978 -359	-4%	-$23.1K	0.22%	33
2013 Q3	$532K	Sell	8,337 -127	-2%	-$8.3K	0.26%	33
2013 Q2	$562K	Buy	+8,464	New	+$598K	0.3%	31

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

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

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

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

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

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

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

Pure Financial Advisors's IYR Position: Q2 2026 in Review

Pure Financial Advisors reduced its iShares US Real Estate ETF (IYR) stake by 0.8% in Q2 2026, selling an estimated $5.07K and leaving 6,201 shares worth $634K. The position accounts for 0.01% of the portfolio, ranked #325.

Pure Financial Advisors first reported a position in IYR in Q2 2013 and has held it in 49 quarters since. The position peaked at $637K in Q3 2025. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

Pure Financial Advisors held 6,201 shares of iShares US Real Estate ETF worth $634K as of Q2 2026.
Pure Financial Advisors sold 50 iShares US Real Estate ETF shares in Q2 2026, an estimated $5.07K.
iShares US Real Estate ETF made up 0.01% of Pure Financial Advisors's portfolio in Q2 2026, its #325 holding.
Pure Financial Advisors first reported a position in iShares US Real Estate ETF in Q2 2013 and has held it in 49 quarters since.
Pure Financial Advisors's iShares US Real Estate ETF position peaked at $637K in Q3 2025.
486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.