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Sanctuary Advisors’s iShares US Real Estate ETF IYR Stock Holding History

Sanctuary Advisors’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 		$286K Buy
2,796
+461
+20% +$46.8K ﹤0.01% 2355
2026
Q1 		$221K Sell
2,335
-89
-4% -$8.65K ﹤0.01% 2301
2025
Q4 		$228K Sell
2,424
-30
-1% -$2.86K ﹤0.01% 2205
2025
Q3 		$238K Buy
2,454
+291
+13% +$28K ﹤0.01% 2151
2025
Q2 		$205K Sell
2,163
-34
-2% -$3.17K ﹤0.01% 2166
2025
Q1 		$210K Sell
2,197
-1,277
-37% -$121K ﹤0.01% 2010
2024
Q4 		$330K Sell
3,474
-471
-12% -$46.4K ﹤0.01% 1938
2024
Q3 		$396K Sell
3,945
-678
-15% -$65.3K ﹤0.01% 1842
2024
Q2 		$385K Buy
+4,623
New +$397K ﹤0.01% 1808

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

Sanctuary Advisors's IYR Position: Q2 2026 in Review

Sanctuary Advisors increased its iShares US Real Estate ETF (IYR) stake by 20% in Q2 2026, buying an estimated $46.8K and bringing the position to 2,796 shares worth $286K. The position accounts for ﹤0.01% of the portfolio, ranked #2355.

Sanctuary Advisors first reported a position in IYR in Q2 2024 and has held it in 9 quarters since. The position peaked at $396K in Q3 2024. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Sanctuary Advisors held 2,796 shares of iShares US Real Estate ETF worth $286K as of Q2 2026.
  • Sanctuary Advisors bought 461 iShares US Real Estate ETF shares in Q2 2026, an estimated $46.8K.
  • iShares US Real Estate ETF made up ﹤0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #2355 holding.
  • Sanctuary Advisors first reported a position in iShares US Real Estate ETF in Q2 2024 and has held it in 9 quarters since.
  • Sanctuary Advisors's iShares US Real Estate ETF position peaked at $396K in Q3 2024.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.