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

Sentinel 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 		$374K Hold
3,660
– – 0.26% 37
2026
Q1 		$346K Hold
3,660
– – 0.28% 37
2025
Q4 		$344K Hold
3,660
– – 0.29% 37
2025
Q3 		$355K Hold
3,660
– – 0.31% 35
2025
Q2 		$347K Buy
+3,660
New +$342K 0.33% 36

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

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

Sentinel Wealth Management held its iShares US Real Estate ETF (IYR) position steady in Q2 2026 at 3,660 shares worth $374K. The position accounts for 0.26% of the portfolio, ranked #37.

Sentinel Wealth Management first reported a position in IYR in Q2 2025 and has held it in 5 quarters since. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Sentinel Wealth Management held 3,660 shares of iShares US Real Estate ETF worth $374K as of Q2 2026.
  • Sentinel Wealth Management left its iShares US Real Estate ETF share count unchanged in Q2 2026.
  • iShares US Real Estate ETF made up 0.26% of Sentinel Wealth Management's portfolio in Q2 2026, its #37 holding.
  • Sentinel Wealth Management first reported a position in iShares US Real Estate ETF in Q2 2025 and has held it in 5 quarters since.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Sentinel Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.