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

Sequoia Financial 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 		$1.16M Hold
11,391
– – 0.01% 874
2026
Q1 		$1.08M Sell
11,391
-1,344
-11% -$131K 0.01% 860
2025
Q4 		$1.2M Sell
12,735
-400
-3% -$38.1K 0.01% 804
2025
Q3 		$1.28M Sell
13,135
-102
-0.8% -$9.81K 0.01% 678
2025
Q2 		$1.25M Sell
13,237
-592
-4% -$55.2K 0.01% 609
2025
Q1 		$1.32M Buy
13,829
+83
+0.6% +$7.89K 0.01% 536
2024
Q4 		$1.28M Sell
13,746
-8,229
-37% -$811K 0.01% 512
2024
Q3 		$2.24M Hold
21,975
– – 0.02% 357
2024
Q2 		$1.93M Sell
21,975
-1,172
-5% -$101K 0.02% 334
2024
Q1 		$2.08M Sell
23,147
-1,603
-6% -$142K 0.03% 318
2023
Q4 		$2.26M Sell
24,750
-1,444
-6% -$118K 0.03% 334
2023
Q3 		$2.07M Hold
26,194
– – 0.04% 228
2023
Q2 		$2.27M Buy
+26,194
New +$2.2M 0.04% 223
2020
Q2 		– Sell
-8,122
Closed -$565K – 384
2020
Q1 		$565K Sell
8,122
-62
-0.8% -$5.49K 0.04% 179
2019
Q4 		$762K Sell
8,184
-98
-1% -$9.09K 0.05% 170
2019
Q3 		$775K Buy
8,282
+775
+10% +$70.6K 0.06% 146
2019
Q2 		$655K Sell
7,507
-3,277
-30% -$287K 0.05% 163
2019
Q1 		$939K Buy
10,784
+1,907
+21% +$158K 0.08% 123
2018
Q4 		$665K Sell
8,877
-202
-2% -$15.9K 0.08% 126
2018
Q3 		$726K Buy
9,079
+615
+7% +$50.1K 0.07% 130
2018
Q2 		$682K Buy
8,464
+52
+0.6% +$4.01K 0.07% 132
2018
Q1 		$635K Buy
8,412
+162
+2% +$12.3K 0.07% 139
2017
Q4 		$668K Buy
8,250
+14
+0.2% +$1.14K 0.07% 135
2017
Q3 		$658K Buy
8,236
+504
+7% +$40.5K 0.08% 129
2017
Q2 		$617K Sell
7,732
-254
-3% -$20.2K 0.08% 132
2017
Q1 		$627K Buy
+7,986
New +$623K 0.08% 125

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

Sequoia Financial Advisors's IYR Position: Q2 2026 in Review

Sequoia Financial Advisors held its iShares US Real Estate ETF (IYR) position steady in Q2 2026 at 11,391 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #874.

Sequoia Financial Advisors first reported a position in IYR in Q1 2017 and has held it in 26 quarters since. The position peaked at $2.27M in Q2 2023. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Sequoia Financial Advisors held 11,391 shares of iShares US Real Estate ETF worth $1.16M as of Q2 2026.
  • Sequoia Financial Advisors left its iShares US Real Estate ETF share count unchanged in Q2 2026.
  • iShares US Real Estate ETF made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #874 holding.
  • Sequoia Financial Advisors first reported a position in iShares US Real Estate ETF in Q1 2017 and has held it in 26 quarters since.
  • Sequoia Financial Advisors's iShares US Real Estate ETF position peaked at $2.27M in Q2 2023.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.