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

Smallwood Wealth Investment 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 		$511 Hold
5
– – ﹤0.01% 460
2026
Q1 		$472 Buy
5
+1
+25% +$97 ﹤0.01% 462
2025
Q4 		$375 Buy
4
+2
+100% +$191 ﹤0.01% 458
2025
Q3 		$194 Buy
+2
New +$192 ﹤0.01% 477

Other funds holding IYR

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
DI
DDFG Inc Thousand Oaks, California $504M AUM 18.61% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
ADEF
Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return

Smallwood Wealth Investment Management's IYR Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its iShares US Real Estate ETF (IYR) position steady in Q2 2026 at 5 shares worth $511. The position accounts for ﹤0.01% of the portfolio, ranked #460.

Smallwood Wealth Investment Management first reported a position in IYR in Q3 2025 and has held it in 4 quarters since. 186 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Smallwood Wealth Investment Management held 5 shares of iShares US Real Estate ETF worth $511 as of Q2 2026.
  • Smallwood Wealth Investment Management left its iShares US Real Estate ETF share count unchanged in Q2 2026.
  • iShares US Real Estate ETF made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #460 holding.
  • Smallwood Wealth Investment Management first reported a position in iShares US Real Estate ETF in Q3 2025 and has held it in 4 quarters since.
  • 186 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.