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SOA Wealth Advisors’s iShares US Real Estate ETF IYR Stock Holding History

SOA Wealth 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 		$1.82M Sell
17,776
-2,043
-10% -$207K 0.31% 58
2026
Q1 		$1.87M Sell
19,819
-950
-5% -$92.3K 0.35% 55
2025
Q4 		$1.95M Sell
20,769
-632
-3% -$60.2K 0.33% 53
2025
Q3 		$2.08M Sell
21,401
-1,500
-7% -$144K 0.36% 54
2025
Q2 		$2.17M Sell
22,901
-2,695
-11% -$251K 0.41% 50
2025
Q1 		$2.45M Sell
25,596
-95
-0.4% -$9.04K 0.51% 39
2024
Q4 		$2.39M Sell
25,691
-321
-1% -$31.6K 0.44% 47
2024
Q3 		$2.65M Sell
26,012
-752
-3% -$72.4K 0.51% 43
2024
Q2 		$2.35M Sell
26,764
-5,971
-18% -$512K 0.47% 44
2024
Q1 		$2.94M Sell
32,735
-1,257
-4% -$111K 0.61% 37
2023
Q4 		$3.11M Sell
33,992
-1,584
-4% -$130K 0.69% 34
2023
Q3 		$2.78M Sell
35,576
-441
-1% -$37.6K 0.69% 32
2023
Q2 		$3.12M Sell
36,017
-14,548
-29% -$1.22M 0.73% 32
2023
Q1 		$4.29M Sell
50,565
-472
-0.9% -$41.3K 1.06% 23
2022
Q4 		$4.3M Sell
51,037
-230
-0.4% -$19.3K 1.16% 23
2022
Q3 		$4.17M Buy
51,267
+6
+0% +$568 1.26% 20
2022
Q2 		$4.71M Sell
51,261
-3,084
-6% -$307K 1.39% 17
2022
Q1 		$5.88M Sell
54,345
-525
-1% -$55.4K 1.43% 16
2021
Q4 		$6.36M Buy
54,870
+798
+1% +$87.4K 1.54% 16
2021
Q3 		$5.54M Buy
54,072
+1,195
+2% +$127K 1.42% 17
2021
Q2 		$5.39M Buy
52,877
+362
+0.7% +$35.9K 1.39% 17
2021
Q1 		$4.83M Sell
52,515
-1,074
-2% -$94.2K 1.35% 19
2020
Q4 		$4.79M Buy
+53,589
New +$4.46M 1.3% 21

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

SOA Wealth Advisors's IYR Position: Q2 2026 in Review

SOA Wealth Advisors reduced its iShares US Real Estate ETF (IYR) stake by 10% in Q2 2026, selling an estimated $207K and leaving 17,776 shares worth $1.82M. The position accounts for 0.31% of the portfolio, ranked #58.

SOA Wealth Advisors first reported a position in IYR in Q4 2020 and has held it in 23 quarters since. The position peaked at $6.36M in Q4 2021. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • SOA Wealth Advisors held 17,776 shares of iShares US Real Estate ETF worth $1.82M as of Q2 2026.
  • SOA Wealth Advisors sold 2,043 iShares US Real Estate ETF shares in Q2 2026, an estimated $207K.
  • iShares US Real Estate ETF made up 0.31% of SOA Wealth Advisors's portfolio in Q2 2026, its #58 holding.
  • SOA Wealth Advisors first reported a position in iShares US Real Estate ETF in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's iShares US Real Estate ETF position peaked at $6.36M in Q4 2021.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.