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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
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

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

RDA Financial Network's IYR Position: Q2 2026 in Review

RDA Financial Network increased its iShares US Real Estate ETF (IYR) stake by 12% in Q2 2026, buying an estimated $27.5K and bringing the position to 2,556 shares worth $261K. The position accounts for 0.06% of the portfolio, ranked #243.

RDA Financial Network first reported a position in IYR in Q3 2025 and has held it in 4 quarters since. 487 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • RDA Financial Network held 2,556 shares of iShares US Real Estate ETF worth $261K as of Q2 2026.
  • RDA Financial Network bought 271 iShares US Real Estate ETF shares in Q2 2026, an estimated $27.5K.
  • iShares US Real Estate ETF made up 0.06% of RDA Financial Network's portfolio in Q2 2026, its #243 holding.
  • RDA Financial Network first reported a position in iShares US Real Estate ETF in Q3 2025 and has held it in 4 quarters since.
  • 487 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on RDA Financial Network's 13F filing for Q2 2026, filed 6 Jul 2026.