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

Spire 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 		$38.5K Sell
377
-49
-12% -$4.97K ﹤0.01% 1245
2026
Q1 		$40.3K Sell
426
-1,148
-73% -$112K ﹤0.01% 1227
2025
Q4 		$148K Buy
1,574
+12
+0.8% +$1.14K ﹤0.01% 881
2025
Q3 		$152K Buy
1,562
+277
+22% +$26.7K 0.01% 866
2025
Q2 		$122K Sell
1,285
-926
-42% -$86.4K ﹤0.01% 909
2025
Q1 		$212K Sell
2,211
-2,916
-57% -$277K 0.01% 812
2024
Q4 		$477K Buy
5,127
+159
+3% +$15.7K 0.01% 555
2024
Q3 		$506K Buy
4,968
+4,150
+507% +$400K 0.02% 513
2024
Q2 		$71.7K Buy
818
+470
+135% +$40.3K ﹤0.01% 997
2024
Q1 		$31.2K Sell
348
-21
-6% -$1.86K ﹤0.01% 1374
2023
Q4 		$32.6K Sell
369
-327
-47% -$26.8K ﹤0.01% 1348
2023
Q3 		$54.4K Sell
696
-1,322
-66% -$113K ﹤0.01% 1154
2023
Q2 		$175K Sell
2,018
-161
-7% -$13.5K 0.01% 770
2023
Q1 		$185K Buy
2,179
+58
+3% +$5.07K 0.01% 744
2022
Q4 		$179K Sell
2,121
-157
-7% -$13.2K 0.01% 582
2022
Q3 		$185K Sell
2,278
-523
-19% -$49.5K 0.01% 549
2022
Q2 		$258K Sell
2,801
-1,253
-31% -$125K 0.01% 676
2022
Q1 		$439K Sell
4,054
-3,212
-44% -$339K 0.01% 612
2021
Q4 		$844K Buy
7,266
+2,952
+68% +$323K 0.02% 518
2021
Q3 		$442K Buy
4,314
+150
+4% +$16K 0.01% 630
2021
Q2 		$425K Sell
4,164
-11,675
-74% -$1.16M 0.01% 658
2021
Q1 		$1.42M Buy
+15,839
New +$1.39M 0.04% 357

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

Spire Wealth Management's IYR Position: Q2 2026 in Review

Spire Wealth Management reduced its iShares US Real Estate ETF (IYR) stake by 12% in Q2 2026, selling an estimated $4.97K and leaving 377 shares worth $38.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1245.

Spire Wealth Management first reported a position in IYR in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.42M in Q1 2021. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Spire Wealth Management held 377 shares of iShares US Real Estate ETF worth $38.5K as of Q2 2026.
  • Spire Wealth Management sold 49 iShares US Real Estate ETF shares in Q2 2026, an estimated $4.97K.
  • iShares US Real Estate ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1245 holding.
  • Spire Wealth Management first reported a position in iShares US Real Estate ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's iShares US Real Estate ETF position peaked at $1.42M in Q1 2021.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.