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

Sheets Smith 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	$3.68M	Hold	36,000	–	–	0.37%	68
2026 Q1	$3.4M	Hold	36,000	–	–	0.38%	62
2025 Q4	$3.38M	Hold	36,000	–	–	0.37%	66
2025 Q3	$3.49M	Hold	36,000	–	–	0.4%	60
2025 Q2	$3.41M	Hold	36,000	–	–	0.4%	60
2025 Q1	$3.45M	Hold	36,000	–	–	0.43%	60
2024 Q4	$3.35M	Hold	36,000	–	–	0.41%	62
2024 Q3	$3.67M	Hold	36,000	–	–	0.45%	57
2024 Q2	$3.16M	Hold	36,000	–	–	0.38%	67
2024 Q1	$3.24M	Hold	36,000	–	–	0.36%	69
2023 Q4	$3.29M	Hold	36,000	–	–	0.47%	58
2023 Q3	$2.81M	Hold	36,000	–	–	0.43%	61
2023 Q2	$3.12M	Hold	36,000	–	–	0.46%	57
2023 Q1	$3.06M	Hold	36,000	–	–	0.47%	51
2022 Q4	$3.03M	Hold	36,000	–	–	0.47%	53
2022 Q3	$2.93M	Hold	36,000	–	–	0.49%	53
2022 Q2	$3.31M	Hold	36,000	–	–	0.55%	50
2022 Q1	$3.9M	Hold	36,000	–	–	0.54%	50
2021 Q4	$4.18M	Hold	36,000	–	–	0.52%	51
2021 Q3	$3.69M	Hold	36,000	–	–	0.5%	54
2021 Q2	$3.67M	Hold	36,000	–	–	0.49%	53
2021 Q1	$3.31M	Hold	36,000	–	–	0.49%	53
2020 Q4	$3.08M	Hold	36,000	–	–	0.47%	61
2020 Q3	$2.87M	Hold	36,000	–	–	0.5%	58
2020 Q2	$2.84M	Hold	36,000	–	–	0.57%	47
2020 Q1	$2.5M	Hold	36,000	–	–	0.52%	45
2019 Q4	$3.35M	Hold	36,000	–	–	0.64%	45
2019 Q3	$3.37M	Hold	36,000	–	–	0.69%	42
2019 Q2	$3.14M	Hold	36,000	–	–	0.65%	41
2019 Q1	$3.13M	Hold	36,000	–	–	0.68%	36
2018 Q4	$2.7M	Hold	36,000	–	–	0.73%	37
2018 Q3	$2.88M	Hold	36,000	–	–	0.6%	43
2018 Q2	$2.9M	Hold	36,000	–	–	0.68%	41
2018 Q1	$2.72M	Hold	36,000	–	–	0.65%	39
2017 Q4	$2.92M	Hold	36,000	–	–	0.69%	38
2017 Q3	$2.88M	Hold	36,000	–	–	0.73%	35
2017 Q2	$2.87M	Hold	36,000	–	–	0.76%	33
2017 Q1	$2.83M	Hold	36,000	–	–	0.75%	35
2016 Q4	$2.77M	Hold	36,000	–	–	0.78%	31
2016 Q3	$2.9M	Hold	36,000	–	–	0.82%	30
2016 Q2	$2.97M	Hold	36,000	–	–	0.86%	27
2016 Q1	$2.8M	Hold	36,000	–	–	0.86%	27
2015 Q4	$2.7M	Hold	36,000	–	–	0.82%	30
2015 Q3	$2.55M	Hold	36,000	–	–	0.86%	32
2015 Q2	$2.57M	Hold	36,000	–	–	0.7%	36
2015 Q1	$2.86M	Hold	36,000	–	–	0.79%	31
2014 Q4	$2.77M	Hold	36,000	–	–	0.72%	40
2014 Q3	$2.49M	Hold	36,000	–	–	0.68%	46
2014 Q2	$2.58M	Hold	36,000	–	–	0.69%	43
2014 Q1	$2.44M	Hold	36,000	–	–	0.68%	45
2013 Q4	$2.27M	Hold	36,000	–	–	0.63%	47
2013 Q3	$2.3M	Hold	36,000	–	–	0.75%	40
2013 Q2	$2.39M	Buy	+36,000	New	+$2.54M	0.81%	37

Other funds holding IYR

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

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

Sheets Smith Wealth Management's IYR Position: Q2 2026 in Review

Sheets Smith Wealth Management held its iShares US Real Estate ETF (IYR) position steady in Q2 2026 at 36,000 shares worth $3.68M. The position accounts for 0.37% of the portfolio, ranked #68.

Sheets Smith Wealth Management first reported a position in IYR in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.18M in Q4 2021. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

Sheets Smith Wealth Management held 36,000 shares of iShares US Real Estate ETF worth $3.68M as of Q2 2026.
Sheets Smith Wealth Management left its iShares US Real Estate ETF share count unchanged in Q2 2026.
iShares US Real Estate ETF made up 0.37% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #68 holding.
Sheets Smith Wealth Management first reported a position in iShares US Real Estate ETF in Q2 2013 and has held it in 53 quarters since.
Sheets Smith Wealth Management's iShares US Real Estate ETF position peaked at $4.18M in Q4 2021.
486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.