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Sterling Investment Advisors (Missouri)’s iShares US Real Estate ETF IYR Stock Holding History

Sterling Investment Advisors (Missouri)’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 		$1.11M Buy
10,882
+248
+2% +$25.2K 0.5% 22
2026
Q1 		$1.01M Hold
10,634
– – 0.48% 23
2025
Q4 		$998K Buy
10,634
+1,342
+14% +$128K 0.48% 22
2025
Q3 		$902K Sell
9,292
-751
-7% -$72.3K 0.45% 22
2025
Q2 		$1.1M Buy
10,043
+470
+5% +$43.9K 0.57% 20
2025
Q1 		$917K Buy
9,573
+553
+6% +$52.6K 0.52% 20
2024
Q4 		$839K Buy
9,020
+52
+0.6% +$5.13K 0.49% 21
2024
Q3 		$914K Sell
8,968
-653
-7% -$62.9K 0.51% 20
2024
Q2 		$844K Sell
9,621
-480
-5% -$41.2K 0.52% 20
2024
Q1 		$908K Buy
10,101
+570
+6% +$50.4K 0.53% 20
2023
Q4 		$871K Sell
9,531
-2,610
-21% -$214K 0.54% 20
2023
Q3 		$949K Buy
12,141
+62
+0.5% +$5.28K 0.6% 19
2023
Q2 		$1.05M Buy
12,079
+23
+0.2% +$1.93K 0.67% 18
2023
Q1 		$1.02M Buy
12,056
+2
+0% +$175 0.66% 18
2022
Q4 		$1.01M Buy
12,054
+1,326
+12% +$111K 0.69% 18
2022
Q3 		$874K Buy
10,728
+221
+2% +$20.9K 0.66% 19
2022
Q2 		$966K Sell
10,507
-270
-3% -$26.9K 0.66% 18
2022
Q1 		$1.17M Sell
10,777
-351
-3% -$37K 0.69% 18
2021
Q4 		$1.29M Buy
11,128
+166
+2% +$18.2K 0.74% 16
2021
Q3 		$1.12M Buy
10,962
+282
+3% +$30K 0.67% 18
2021
Q2 		$1.09M Sell
10,680
-9,704
-48% -$963K 0.66% 18
2021
Q1 		$1.87M Buy
20,384
+1,238
+6% +$109K 1.19% 16
2020
Q4 		$1.64M Buy
19,146
+1,504
+9% +$125K 1.09% 16
2020
Q3 		$1.41M Buy
17,642
+229
+1% +$18.5K 1.08% 16
2020
Q2 		$1.37M Sell
17,413
-10,336
-37% -$783K 1.1% 18
2020
Q1 		$1.93M Sell
27,749
-550
-2% -$48.7K 1.79% 18
2019
Q4 		$2.63M Buy
28,299
+157
+0.6% +$14.6K 2.03% 17
2019
Q3 		$2.63M Sell
28,142
-900
-3% -$82K 2.09% 17
2019
Q2 		$2.54M Sell
29,042
-729
-2% -$63.8K 2.02% 18
2019
Q1 		$2.59M Buy
29,771
+81
+0.3% +$6.7K 2.12% 17
2018
Q4 		$2.23M Sell
29,690
-1,673
-5% -$131K 1.98% 19
2018
Q3 		$2.51M Sell
31,363
-504
-2% -$41.1K 2.05% 18
2018
Q2 		$2.57M Sell
31,867
-1,294
-4% -$99.7K 2.17% 18
2018
Q1 		$2.5M Buy
33,161
+1,747
+6% +$133K 2.06% 18
2017
Q4 		$2.54M Buy
31,414
+62
+0.2% +$5.03K 2.1% 18
2017
Q3 		$2.5M Buy
31,352
+659
+2% +$52.9K 2.13% 18
2017
Q2 		$2.45M Buy
30,693
+64
+0.2% +$5.09K 2.23% 18
2017
Q1 		$2.4M Buy
30,629
+322
+1% +$25.1K 2.3% 18
2016
Q4 		$2.33M Buy
30,307
+965
+3% +$73.3K 2.4% 18
2016
Q3 		$2.37M Sell
29,342
-5,102
-15% -$422K 2.42% 17
2016
Q2 		$2.84M Sell
34,444
-2,313
-6% -$181K 2.91% 11
2016
Q1 		$2.86M Sell
36,757
-1,259
-3% -$91.4K 3.02% 10
2015
Q4 		$2.85M Buy
38,016
+1,891
+5% +$141K 3.08% 10
2015
Q3 		$2.56M Sell
36,125
-793
-2% -$57.8K 2.93% 14
2015
Q2 		$2.63M Sell
36,918
-1,447
-4% -$110K 2.79% 14
2015
Q1 		$3.04M Sell
38,365
-3,850
-9% -$308K 3.07% 12
2014
Q4 		$3.24M Buy
+42,215
New +$3.16M 3.35% 11

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
COI
Connable Office Inc Kalamazoo, Michigan $1.14B AUM 24.79% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Sterling Investment Advisors (Missouri)'s IYR Position: Q2 2026 in Review

Sterling Investment Advisors (Missouri) increased its iShares US Real Estate ETF (IYR) stake by 2.3% in Q2 2026, buying an estimated $25.2K and bringing the position to 10,882 shares worth $1.11M. The position accounts for 0.5% of the portfolio, ranked #22.

Sterling Investment Advisors (Missouri) first reported a position in IYR in Q4 2014 and has held it in 47 quarters since. The position peaked at $3.24M in Q4 2014. 244 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Sterling Investment Advisors (Missouri) held 10,882 shares of iShares US Real Estate ETF worth $1.11M as of Q2 2026.
  • Sterling Investment Advisors (Missouri) bought 248 iShares US Real Estate ETF shares in Q2 2026, an estimated $25.2K.
  • iShares US Real Estate ETF made up 0.5% of Sterling Investment Advisors (Missouri)'s portfolio in Q2 2026, its #22 holding.
  • Sterling Investment Advisors (Missouri) first reported a position in iShares US Real Estate ETF in Q4 2014 and has held it in 47 quarters since.
  • Sterling Investment Advisors (Missouri)'s iShares US Real Estate ETF position peaked at $3.24M in Q4 2014.
  • 244 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Sterling Investment Advisors (Missouri)'s 13F filing for Q2 2026, filed 9 Jul 2026.