SFG
IYR icon

Sage Financial Group’s iShares US Real Estate ETF IYR Stock Holding History

Sage Financial Group’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 		$604K Hold
5,911
– – 0.03% 75
2026
Q1 		$559K Buy
5,911
+1,102
+23% +$107K 0.04% 74
2025
Q4 		$452K Buy
4,809
+1,588
+49% +$151K 0.03% 79
2025
Q3 		$313K Buy
3,221
+17
+0.5% +$1.64K 0.02% 88
2025
Q2 		$304K Buy
3,204
+226
+8% +$21.1K 0.02% 84
2025
Q1 		$285K Buy
2,978
+200
+7% +$19K 0.02% 87
2024
Q4 		$259K Sell
2,778
-62
-2% -$6.11K 0.02% 92
2024
Q3 		$289K Hold
2,840
– – 0.02% 89
2024
Q2 		$249K Sell
2,840
-444
-14% -$38.1K 0.02% 95
2024
Q1 		$295K Buy
3,284
+58
+2% +$5.13K 0.03% 89
2023
Q4 		$295K Buy
+3,226
New +$264K 0.03% 87

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

Sage Financial Group's IYR Position: Q2 2026 in Review

Sage Financial Group held its iShares US Real Estate ETF (IYR) position steady in Q2 2026 at 5,911 shares worth $604K. The position accounts for 0.03% of the portfolio, ranked #75.

Sage Financial Group first reported a position in IYR in Q4 2023 and has held it in 11 quarters since. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Sage Financial Group held 5,911 shares of iShares US Real Estate ETF worth $604K as of Q2 2026.
  • Sage Financial Group left its iShares US Real Estate ETF share count unchanged in Q2 2026.
  • iShares US Real Estate ETF made up 0.03% of Sage Financial Group's portfolio in Q2 2026, its #75 holding.
  • Sage Financial Group first reported a position in iShares US Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Sage Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.