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Taylor & Morgan Wealth Management’s iShares US Real Estate ETF IYR Stock Holding History

Taylor & Morgan Wealth Management’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 		$265K Buy
2,596
+13
+0.5% +$1.32K 0.13% 72
2026
Q1 		$244K Buy
2,583
+8
+0.3% +$777 0.14% 68
2025
Q4 		$242K Buy
2,575
+23
+0.9% +$2.19K 0.14% 71
2025
Q3 		$248K Buy
2,552
+16
+0.6% +$1.54K 0.15% 66
2025
Q2 		$240K Buy
2,536
+13
+0.5% +$1.21K 0.16% 63
2025
Q1 		$242K Buy
2,523
+10
+0.4% +$951 0.18% 60
2024
Q4 		$234K Buy
2,513
+22
+0.9% +$2.17K 0.16% 61
2024
Q3 		$254K Buy
2,491
+17
+0.7% +$1.64K 0.17% 59
2024
Q2 		$217K Buy
2,474
+16
+0.7% +$1.37K 0.15% 58
2024
Q1 		$221K Buy
2,458
+9
+0.4% +$796 0.16% 59
2023
Q4 		$224K Buy
+2,449
New +$201K 0.18% 57
2023
Q3 		– Sell
-2,401
Closed -$208K – 61
2023
Q2 		$208K Buy
2,401
+12
+0.5% +$1.01K 0.17% 59
2023
Q1 		$203K Buy
2,389
+13
+0.5% +$1.14K 0.18% 62
2022
Q4 		$200K Buy
+2,376
New +$200K 0.19% 61
2022
Q3 		– Sell
-2,504
Closed -$230K – 66
2022
Q2 		$230K Buy
2,504
+10
+0.4% +$997 0.22% 60
2022
Q1 		$270K Buy
2,494
+9
+0.4% +$950 0.22% 54
2021
Q4 		$289K Buy
+2,485
New +$272K 0.23% 53

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
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
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
ADEF
Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return

Taylor & Morgan Wealth Management's IYR Position: Q2 2026 in Review

Taylor & Morgan Wealth Management increased its iShares US Real Estate ETF (IYR) stake by 0.5% in Q2 2026, buying an estimated $1.32K and bringing the position to 2,596 shares worth $265K. The position accounts for 0.13% of the portfolio, ranked #72.

Taylor & Morgan Wealth Management first reported a position in IYR in Q4 2021 and has held it in 17 quarters since. The position peaked at $289K in Q4 2021. 176 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Taylor & Morgan Wealth Management held 2,596 shares of iShares US Real Estate ETF worth $265K as of Q2 2026.
  • Taylor & Morgan Wealth Management bought 13 iShares US Real Estate ETF shares in Q2 2026, an estimated $1.32K.
  • iShares US Real Estate ETF made up 0.13% of Taylor & Morgan Wealth Management's portfolio in Q2 2026, its #72 holding.
  • Taylor & Morgan Wealth Management first reported a position in iShares US Real Estate ETF in Q4 2021 and has held it in 17 quarters since.
  • Taylor & Morgan Wealth Management's iShares US Real Estate ETF position peaked at $289K in Q4 2021.
  • 176 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Taylor & Morgan Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.