Sowell Financial Services’s iShares US Real Estate ETF IYR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.03M | Buy |
19,806
+293
| +2% | +$29.7K | 0.07% | 308 |
|
|
2026
Q1 | $1.85M | Buy |
19,513
+810
| +4% | +$78.7K | 0.07% | 303 |
|
|
2025
Q4 | $1.76M | Buy |
18,703
+261
| +1% | +$24.9K | 0.06% | 316 |
|
|
2025
Q3 | $1.79M | Sell |
18,442
-148
| -0.8% | -$14.2K | 0.07% | 309 |
|
|
2025
Q2 | $1.76M | Buy |
18,590
+271
| +1% | +$25.3K | 0.07% | 293 |
|
|
2025
Q1 | $1.75M | Buy |
18,319
+328
| +2% | +$31.2K | 0.08% | 266 |
|
|
2024
Q4 | $1.67M | Buy |
17,991
+3,224
| +22% | +$318K | 0.09% | 240 |
|
|
2024
Q3 | $1.5M | Buy |
+14,767
| New | +$1.42M | 0.07% | 279 |
|
|
2024
Q1 | – | Sell |
-19,864
| Closed | -$1.82M | – | 564 |
|
|
2023
Q4 | $1.82M | Buy |
+19,864
| New | +$1.63M | 0.1% | 229 |
|
|
2023
Q2 | – | Sell |
-7,882
| Closed | -$669K | – | 692 |
|
|
2023
Q1 | $669K | Buy |
+7,882
| New | +$689K | 0.05% | 382 |
|
|
2022
Q1 | – | Sell |
-19,366
| Closed | -$2.25M | – | 348 |
|
|
2021
Q4 | $2.25M | Sell |
19,366
-317
| -2% | -$34.7K | 0.13% | 178 |
|
|
2021
Q3 | $2.02M | Buy |
19,683
+367
| +2% | +$39.1K | 0.14% | 178 |
|
|
2021
Q2 | $1.97M | Sell |
19,316
-1,136
| -6% | -$113K | 0.13% | 190 |
|
|
2021
Q1 | $1.99M | Buy |
20,452
+393
| +2% | +$34.5K | 0.07% | 247 |
|
|
2020
Q4 | $1.72M | Buy |
20,059
+842
| +4% | +$70.1K | 0.07% | 232 |
|
|
2020
Q3 | $1.53M | Sell |
19,217
-39
| -0.2% | -$3.15K | 0.08% | 219 |
|
|
2020
Q2 | $1.52M | Sell |
19,256
-25,706
| -57% | -$1.95M | 0.08% | 209 |
|
|
2020
Q1 | $1.32M | Buy |
44,962
+23,692
| +111% | +$2.1M | 0.1% | 208 |
|
|
2019
Q4 | $1.98M | Sell |
21,270
-1,758
| -8% | -$163K | 0.15% | 143 |
|
|
2019
Q3 | $2.15M | Buy |
+23,028
| New | +$2.1M | 0.18% | 115 |
|
|
2019
Q1 | $2.63M | Buy |
30,255
+16,549
| +121% | +$1.37M | 0.29% | 78 |
|
|
2018
Q4 | $1.03M | Buy |
+13,706
| New | +$1.08M | 0.15% | 153 |
|
|
2018
Q3 | – | Sell |
-15,406
| Closed | -$1.24M | – | 424 |
|
|
2018
Q2 | $1.24M | Buy |
15,406
+4,992
| +48% | +$385K | 0.26% | 88 |
|
|
2018
Q1 | $791K | Buy |
10,414
+1,778
| +21% | +$135K | 0.2% | 113 |
|
|
2017
Q4 | $665K | Buy |
8,636
+1,623
| +23% | +$132K | 0.16% | 126 |
|
|
2017
Q3 | $561K | Buy |
7,013
+3,930
| +127% | +$316K | 0.15% | 132 |
|
|
2017
Q2 | $247K | Sell |
3,083
-458
| -13% | -$36.4K | 0.07% | 209 |
|
|
2017
Q1 | $281K | Sell |
3,541
-268
| -7% | -$20.9K | 0.08% | 198 |
|
|
2016
Q4 | $298K | Buy |
+3,809
| New | +$289K | 0.1% | 152 |
|
Other funds holding IYR
WI
CBU
IMPI
SOAM
Sowell Financial Services's IYR Position: Q2 2026 in Review
Sowell Financial Services increased its iShares US Real Estate ETF (IYR) stake by 1.5% in Q2 2026, buying an estimated $29.7K and bringing the position to 19,806 shares worth $2.03M. The position accounts for 0.07% of the portfolio, ranked #308.
Sowell Financial Services first reported a position in IYR in Q4 2016 and has held it in 29 quarters since. The position peaked at $2.63M in Q1 2019. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.
- Sowell Financial Services held 19,806 shares of iShares US Real Estate ETF worth $2.03M as of Q2 2026.
- Sowell Financial Services bought 293 iShares US Real Estate ETF shares in Q2 2026, an estimated $29.7K.
- iShares US Real Estate ETF made up 0.07% of Sowell Financial Services's portfolio in Q2 2026, its #308 holding.
- Sowell Financial Services first reported a position in iShares US Real Estate ETF in Q4 2016 and has held it in 29 quarters since.
- Sowell Financial Services's iShares US Real Estate ETF position peaked at $2.63M in Q1 2019.
- 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.
Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.