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Root Financial Partners’s iShares US Real Estate ETF IYR Stock Holding History

Root Financial Partners’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 		– Sell
-25
Closed -$2.36K – 1825
2026
Q1 		$2.36K Hold
25
– – ﹤0.01% 2245
2025
Q4 		$2.35K Buy
+25
New +$2.38K ﹤0.01% 1961

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

Root Financial Partners's IYR Position: Q2 2026 in Review

Root Financial Partners sold out of iShares US Real Estate ETF (IYR) in Q2 2026, closing a stake of 25 shares — an estimated $2.36K sold.

Root Financial Partners first reported a position in IYR in Q4 2025 and held it in 2 quarters. The position peaked at $2.36K in Q1 2026. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Root Financial Partners reported no remaining iShares US Real Estate ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 25 iShares US Real Estate ETF shares in Q2 2026, an estimated $2.36K.
  • Root Financial Partners first reported a position in iShares US Real Estate ETF in Q4 2025 and held it in 2 quarters.
  • Root Financial Partners's iShares US Real Estate ETF position peaked at $2.36K in Q1 2026.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.