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

Stratos 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
Q1 		$325K Sell
3,433
-46
-1% -$4.47K ﹤0.01% 1277
2025
Q4 		$327K Buy
3,479
+553
+19% +$52.7K ﹤0.01% 1239
2025
Q3 		$284K Buy
+2,926
New +$282K ﹤0.01% 1274
2024
Q4 		– Sell
-2,356
Closed -$240K – 1498
2024
Q3 		$240K Buy
+2,356
New +$227K ﹤0.01% 1251
2023
Q4 		– Sell
-2,602
Closed -$203K – 1400
2023
Q3 		$203K Buy
+2,602
New +$222K ﹤0.01% 1168
2023
Q1 		– Sell
-2,391
Closed -$201K – 1182
2022
Q4 		$201K Sell
2,391
-374
-14% -$31.4K 0.01% 1046
2022
Q3 		$225K Sell
2,765
-167
-6% -$15.8K 0.01% 978
2022
Q2 		$270K Sell
2,932
-583
-17% -$58.1K 0.01% 973
2022
Q1 		$380K Sell
3,515
-26,524
-88% -$2.8M 0.01% 910
2021
Q4 		$3.49M Buy
30,039
+25,725
+596% +$2.82M 0.08% 241
2021
Q3 		$442K Buy
4,314
+46
+1% +$4.89K 0.01% 797
2021
Q2 		$435K Buy
4,268
+979
+30% +$97.2K 0.01% 826
2021
Q1 		$302K Sell
3,289
-624
-16% -$54.8K 0.01% 880
2020
Q4 		$335K Buy
3,913
+75
+2% +$6.24K 0.01% 816
2020
Q3 		$306K Sell
3,838
-128
-3% -$10.3K 0.01% 777
2020
Q2 		$313K Sell
3,966
-3,056
-44% -$232K 0.01% 760
2020
Q1 		$489K Sell
7,022
-80,435
-92% -$7.12M 0.02% 534
2019
Q4 		$8.14M Sell
87,457
-449
-0.5% -$41.6K 0.32% 65
2019
Q3 		$8.22M Buy
87,906
+298
+0.3% +$27.1K 0.36% 57
2019
Q2 		$7.65M Sell
87,608
-380
-0.4% -$33.3K 0.33% 59
2019
Q1 		$7.66M Buy
87,988
+1,746
+2% +$144K 0.34% 53
2018
Q4 		$6.46M Sell
86,242
-71,331
-45% -$5.61M 0.33% 59
2018
Q3 		$12.6M Buy
157,573
+4,284
+3% +$349K 0.56% 32
2018
Q2 		$12.4M Buy
153,289
+3,086
+2% +$238K 0.55% 33
2018
Q1 		$11.3M Buy
150,203
+148,739
+10,160% +$11.3M 0.48% 37
2017
Q4 		$119K Sell
1,464
-3,934
-73% -$319K 0.01% 1088
2017
Q3 		$431K Buy
+5,398
New +$434K 0.02% 553
2017
Q2 		– Sell
-6,926
Closed -$544K – 845
2017
Q1 		$544K Sell
6,926
-27,801
-80% -$2.17M 0.03% 403
2016
Q4 		$2.67M Buy
34,727
+26,981
+348% +$2.05M 0.17% 130
2016
Q3 		$625K Buy
7,746
+2,919
+60% +$242K 0.04% 308
2016
Q2 		$398K Buy
4,827
+1,375
+40% +$108K 0.03% 379
2016
Q1 		$269K Sell
3,452
-1,272
-27% -$92.3K 0.02% 436
2015
Q4 		$355K Buy
+4,724
New +$353K 0.03% 384
2015
Q3 		– Sell
-4,085
Closed -$291K – 573
2015
Q2 		$291K Sell
4,085
-2,647
-39% -$201K 0.04% 379
2015
Q1 		$532K Buy
+6,732
New +$539K 0.06% 279

Other funds holding IYR

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
IMPI
Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Stratos Wealth Partners reduced its iShares US Real Estate ETF (IYR) stake by 1.3% in Q1 2026, selling an estimated $4.47K and leaving 3,433 shares worth $325K. The position accounts for ﹤0.01% of the portfolio, ranked #1277.

Stratos Wealth Partners first reported a position in IYR in Q1 2015 and has held it in 35 quarters since. The position peaked at $12.6M in Q3 2018. 458 funds tracked by Wall St. Rank hold IYR as of Q1 2026.

  • Stratos Wealth Partners held 3,433 shares of iShares US Real Estate ETF worth $325K as of Q1 2026.
  • Stratos Wealth Partners sold 46 iShares US Real Estate ETF shares in Q1 2026, an estimated $4.47K.
  • iShares US Real Estate ETF made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #1277 holding.
  • Stratos Wealth Partners first reported a position in iShares US Real Estate ETF in Q1 2015 and has held it in 35 quarters since.
  • Stratos Wealth Partners's iShares US Real Estate ETF position peaked at $12.6M in Q3 2018.
  • 458 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2026.

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