RBC
IYRI

Roble Belko & Company’s NEOS Real Estate High Income ETF IYRI Stock Holding History

Roble Belko & Company’s Portfolio IYRI Stock Details IYRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11K Buy
215
+106
+97% +$5.21K ﹤0.01% 306
2026
Q1 		$5K Buy
109
+25
+30% +$1.23K ﹤0.01% 351
2025
Q4 		$4K Buy
+84
New +$4.16K ﹤0.01% 370

Other funds holding IYRI

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
CCIA
Cherry Creek Investment Advisors Englewood, Colorado $254M AUM 33.86% 1-Year Est. Return
CPL
CAP Partners LLC Franklin, Tennessee $204M AUM 21.73% 1-Year Est. Return
HNWAG
High Net Worth Advisory Group Naples, Florida $471M AUM 22.07% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Roble Belko & Company's IYRI Position: Q2 2026 in Review

Roble Belko & Company increased its NEOS Real Estate High Income ETF (IYRI) stake by 97% in Q2 2026, buying an estimated $5.21K and bringing the position to 215 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #306.

Roble Belko & Company first reported a position in IYRI in Q4 2025 and has held it in 3 quarters since. 23 funds tracked by Wall St. Rank hold IYRI as of Q2 2026.

  • Roble Belko & Company held 215 shares of NEOS Real Estate High Income ETF worth $11K as of Q2 2026.
  • Roble Belko & Company bought 106 NEOS Real Estate High Income ETF shares in Q2 2026, an estimated $5.21K.
  • NEOS Real Estate High Income ETF made up ﹤0.01% of Roble Belko & Company's portfolio in Q2 2026, its #306 holding.
  • Roble Belko & Company first reported a position in NEOS Real Estate High Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 23 funds tracked by Wall St. Rank held NEOS Real Estate High Income ETF as of Q2 2026.

Based on Roble Belko & Company's 13F filing for Q2 2026, filed 24 Jul 2026.