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Strategic Wealth Partners’s iShares US Real Estate ETF IYR Stock Holding History

Strategic Wealth Partners’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 		– Sell
-104
Closed -$9.83K – 1518
2026
Q1 		$9.83K Hold
104
– – ﹤0.01% 896
2025
Q4 		$9.77K Hold
104
– – ﹤0.01% 899
2025
Q3 		$10.1K Hold
104
– – ﹤0.01% 893
2025
Q2 		$9.86K Buy
+104
New +$9.7K ﹤0.01% 789
2020
Q2 		– Sell
-4,273
Closed -$398K – 150
2020
Q1 		$398K Hold
4,273
– – 0.21% 102
2019
Q4 		$398K Sell
4,273
-800
-16% -$74.2K 0.21% 102
2019
Q3 		$48.1K Buy
5,073
+3,923
+341% +$357K 0.25% 81
2019
Q2 		$100K Sell
1,150
-11,768
-91% -$1.03M 0.05% 180
2019
Q1 		$1.12M Sell
12,918
-1,466
-10% -$121K 0.52% 58
2018
Q4 		$1.14M Buy
+14,384
New +$1.13M 0.58% 47
2018
Q3 		– Sell
-281
Closed -$23K – 670
2018
Q2 		$23K Sell
281
-195
-41% -$15K 0.01% 363
2018
Q1 		$36K Sell
476
-2,119
-82% -$161K 0.02% 278
2017
Q4 		$214K Buy
+2,595
New +$211K 0.12% 141

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

Strategic Wealth Partners's IYR Position: Q2 2026 in Review

Strategic Wealth Partners sold out of iShares US Real Estate ETF (IYR) in Q2 2026, closing a stake of 104 shares — an estimated $9.83K sold.

Strategic Wealth Partners first reported a position in IYR in Q4 2017 and held it in 13 quarters. The position peaked at $1.14M in Q4 2018. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Strategic Wealth Partners reported no remaining iShares US Real Estate ETF position as of Q2 2026 after selling out during the quarter.
  • Strategic Wealth Partners sold 104 iShares US Real Estate ETF shares in Q2 2026, an estimated $9.83K.
  • Strategic Wealth Partners first reported a position in iShares US Real Estate ETF in Q4 2017 and held it in 13 quarters.
  • Strategic Wealth Partners's iShares US Real Estate ETF position peaked at $1.14M in Q4 2018.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.