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Silver Oak Securities’s iShares US Real Estate ETF IYR Stock Holding History

Silver Oak Securities’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 		$2.83M Buy
27,632
+868
+3% +$88.1K 0.17% 134
2026
Q1 		$2.53M Sell
26,764
-135
-0.5% -$13.1K 0.19% 124
2025
Q4 		$2.55M Sell
26,899
-1,245
-4% -$119K 0.17% 131
2025
Q3 		$2.73M Sell
28,144
-1,065
-4% -$102K 0.2% 113
2025
Q2 		$2.77M Buy
29,209
+1,842
+7% +$172K 0.22% 99
2025
Q1 		$2.59M Sell
27,367
-4,616
-14% -$439K 0.24% 94
2024
Q4 		$2.95M Buy
31,983
+3,288
+11% +$324K 0.27% 80
2024
Q3 		$2.9M Buy
28,695
+15,262
+114% +$1.47M 0.31% 76
2024
Q2 		$1.18M Buy
13,433
+266
+2% +$22.8K 0.18% 120
2024
Q1 		$1.18M Sell
13,167
-3,785
-22% -$335K 0.18% 123
2023
Q4 		$1.55M Buy
16,952
+8,344
+97% +$683K 0.21% 115
2023
Q3 		$673K Sell
8,608
-3,741
-30% -$319K 0.15% 138
2023
Q2 		$1.07M Buy
12,349
+916
+8% +$76.9K 0.17% 118
2023
Q1 		$971K Buy
11,433
+182
+2% +$15.9K 0.16% 116
2022
Q4 		$947K Buy
11,251
+2,643
+31% +$222K 0.18% 95
2022
Q3 		$673K Sell
8,608
-2,831
-25% -$268K 0.15% 138
2022
Q2 		$1.09M Sell
11,439
-633
-5% -$63.1K 0.24% 77
2022
Q1 		$1.33M Buy
+12,072
New +$1.27M 0.27% 83

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

Silver Oak Securities's IYR Position: Q2 2026 in Review

Silver Oak Securities increased its iShares US Real Estate ETF (IYR) stake by 3.2% in Q2 2026, buying an estimated $88.1K and bringing the position to 27,632 shares worth $2.83M. The position accounts for 0.17% of the portfolio, ranked #134.

Silver Oak Securities first reported a position in IYR in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.95M in Q4 2024. 487 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Silver Oak Securities held 27,632 shares of iShares US Real Estate ETF worth $2.83M as of Q2 2026.
  • Silver Oak Securities bought 868 iShares US Real Estate ETF shares in Q2 2026, an estimated $88.1K.
  • iShares US Real Estate ETF made up 0.17% of Silver Oak Securities's portfolio in Q2 2026, its #134 holding.
  • Silver Oak Securities first reported a position in iShares US Real Estate ETF in Q1 2022 and has held it in 18 quarters since.
  • Silver Oak Securities's iShares US Real Estate ETF position peaked at $2.95M in Q4 2024.
  • 487 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.