Strategic Investment Solutions’s iShares US Real Estate ETF IYR Stock Holding History

Strategic Investment Solutions’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	$25.6K	Buy	+250	New	+$25.4K	0.01%	325

Other funds holding IYR

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return

First Financial Corp Terre Haute, Indiana $289M AUM 28.65% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Cordant Inc Portland, Oregon $278M AUM 23.17% 1-Year Est. Return

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return