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Rialto Wealth Management’s iShares US Real Estate ETF IYR Stock Holding History

Rialto Wealth Management’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 		$61.4K Sell
600
-73
-11% -$7.41K 0.01% 308
2026
Q1 		$63.6K Hold
673
– – 0.01% 260
2025
Q4 		$63.2K Buy
673
+73
+12% +$6.96K 0.02% 263
2025
Q3 		$58.2K Hold
600
– – 0.02% 256
2025
Q2 		$56.9K Hold
600
– – 0.02% 258
2025
Q1 		$57.5K Hold
600
– – 0.02% 254
2024
Q4 		$55.8K Buy
+600
New +$59.1K 0.02% 257

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

Rialto Wealth Management's IYR Position: Q2 2026 in Review

Rialto Wealth Management reduced its iShares US Real Estate ETF (IYR) stake by 11% in Q2 2026, selling an estimated $7.41K and leaving 600 shares worth $61.4K. The position accounts for 0.01% of the portfolio, ranked #308.

Rialto Wealth Management first reported a position in IYR in Q4 2024 and has held it in 7 quarters since. The position peaked at $63.6K in Q1 2026. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Rialto Wealth Management held 600 shares of iShares US Real Estate ETF worth $61.4K as of Q2 2026.
  • Rialto Wealth Management sold 73 iShares US Real Estate ETF shares in Q2 2026, an estimated $7.41K.
  • iShares US Real Estate ETF made up 0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #308 holding.
  • Rialto Wealth Management first reported a position in iShares US Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
  • Rialto Wealth Management's iShares US Real Estate ETF position peaked at $63.6K in Q1 2026.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.