SWA
IYR icon

Stratos Wealth Advisors’s iShares US Real Estate ETF IYR Stock Holding History

Stratos Wealth Advisors’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
Q1 		– Sell
-10,483
Closed -$984K – 647
2025
Q4 		$984K Buy
10,483
+441
+4% +$42K 0.05% 312
2025
Q3 		$975K Sell
10,042
-320
-3% -$30.8K 0.05% 319
2025
Q2 		$982K Sell
10,362
-788
-7% -$73.5K 0.05% 317
2025
Q1 		$1.07M Sell
11,150
-5,778
-34% -$550K 0.06% 289
2024
Q4 		$1.58M Sell
16,928
-1,570
-8% -$155K 0.08% 249
2024
Q3 		$1.88M Buy
18,498
+6,237
+51% +$601K 0.09% 249
2024
Q2 		$1.08M Buy
12,261
+893
+8% +$76.6K 0.05% 319
2024
Q1 		$1.02M Buy
11,368
+678
+6% +$59.9K 0.06% 322
2023
Q4 		$977K Sell
10,690
-76
-0.7% -$6.22K 0.06% 334
2023
Q3 		$841K Sell
10,766
-599
-5% -$51.1K 0.06% 341
2023
Q2 		$984K Sell
11,365
-28
-0.2% -$2.35K 0.07% 314
2023
Q1 		$967K Buy
11,393
+433
+4% +$37.9K 0.07% 296
2022
Q4 		$923K Buy
10,960
+3,048
+39% +$256K 0.08% 290
2022
Q3 		$644K Sell
7,912
-46
-0.6% -$4.35K 0.07% 312
2022
Q2 		$732K Buy
+7,958
New +$793K 0.07% 303
2022
Q1 		– Sell
-2,556
Closed -$297K – 551
2021
Q4 		$297K Buy
+2,556
New +$280K 0.02% 466
2020
Q2 		– Sell
-593
Closed -$41K – 326
2020
Q1 		$41K Buy
+593
New +$52.5K 0.03% 197

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
IMPI
Ilmarinen Mutual Pension Insurance Helsinki, Finland $14.8B AUM 26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stratos Wealth Advisors's IYR Position: Q1 2026 in Review

Stratos Wealth Advisors sold out of iShares US Real Estate ETF (IYR) in Q1 2026, closing a stake of 10,483 shares — an estimated $984K sold.

Stratos Wealth Advisors first reported a position in IYR in Q1 2020 and held it in 17 quarters. The position peaked at $1.88M in Q3 2024. 461 funds tracked by Wall St. Rank hold IYR as of Q1 2026.

  • Stratos Wealth Advisors reported no remaining iShares US Real Estate ETF position as of Q1 2026 after selling out during the quarter.
  • Stratos Wealth Advisors sold 10,483 iShares US Real Estate ETF shares in Q1 2026, an estimated $984K.
  • Stratos Wealth Advisors first reported a position in iShares US Real Estate ETF in Q1 2020 and held it in 17 quarters.
  • Stratos Wealth Advisors's iShares US Real Estate ETF position peaked at $1.88M in Q3 2024.
  • 461 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.