RDA Financial Network
IYR icon

RDA Financial Network’s iShares US Real Estate ETF IYR Stock Holding History

RDA Financial Network’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
Q3 		$222K Sell
2,337
-219
-9% -$22.5K 0.05% 241
2026
Q2 		$261K Buy
2,556
+271
+12% +$27.5K 0.06% 243
2026
Q1 		$216K Buy
2,285
+146
+7% +$14.2K 0.05% 256
2025
Q4 		$201K Buy
2,139
+67
+3% +$6.39K 0.05% 263
2025
Q3 		$201K Buy
+2,072
New +$199K 0.05% 256

Other funds holding IYR

Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Magnus Financial Group
Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return
DI
DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return
Financial Advisory Corporation
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return
Unique Wealth
Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return
Norden Group
Norden Group Provo, Utah $1.33B AUM 30.5% 1-Year Est. Return
Courier Capital
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
Matthew Goff Investment Advisor
Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return
CCM
Consolidated Capital Management Burbank, California $364M AUM 42.75% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

RDA Financial Network's IYR Position: Q3 2026 in Review

RDA Financial Network reduced its iShares US Real Estate ETF (IYR) stake by 8.6% in Q3 2026, selling an estimated $22.5K and leaving 2,337 shares worth $222K. The position accounts for 0.05% of the portfolio, ranked #241.

RDA Financial Network first reported a position in IYR in Q3 2025 and has held it in 5 quarters since. The position peaked at $261K in Q2 2026. 108 funds tracked by Wall St. Rank hold IYR as of Q3 2026.

  • RDA Financial Network held 2,337 shares of iShares US Real Estate ETF worth $222K as of Q3 2026.
  • RDA Financial Network sold 219 iShares US Real Estate ETF shares in Q3 2026, an estimated $22.5K.
  • iShares US Real Estate ETF made up 0.05% of RDA Financial Network's portfolio in Q3 2026, its #241 holding.
  • RDA Financial Network first reported a position in iShares US Real Estate ETF in Q3 2025 and has held it in 5 quarters since.
  • RDA Financial Network's iShares US Real Estate ETF position peaked at $261K in Q2 2026.
  • 108 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2026.

Based on RDA Financial Network's 13F filing for Q3 2026, filed 15 Oct 2026.