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

TFO 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 		$605K Hold
5,914
– – 0.07% 50
2026
Q1 		$559K Buy
5,914
+1
+0% +$97 0.08% 48
2025
Q4 		$555K Buy
5,913
+1
+0% +$95 0.08% 40
2025
Q3 		$574K Buy
5,912
+1
+0% +$96 0.09% 39
2025
Q2 		$560K Hold
5,911
– – 0.1% 31
2025
Q1 		$566K Buy
+5,911
New +$562K 0.11% 27
2024
Q2 		– Sell
-123
Closed -$11.1K – 407
2024
Q1 		$11.1K Hold
123
– – ﹤0.01% 87
2023
Q4 		$11.2K Buy
123
+3
+3% +$246 ﹤0.01% 89
2023
Q3 		$10.4K Hold
120
– – ﹤0.01% 162
2023
Q2 		$10.4K Hold
120
– – ﹤0.01% 152
2023
Q1 		$10.2K Sell
120
-15,728
-99% -$1.38M ﹤0.01% 110
2022
Q4 		$2.76M Buy
15,848
+15,731
+13,445% +$1.32M 0.64% 14
2022
Q3 		$10K Hold
117
– – ﹤0.01% 89
2022
Q2 		$11K Buy
117
+1
+0.9% +$100 ﹤0.01% 116
2022
Q1 		$13K Buy
116
+1
+0.9% +$106 ﹤0.01% 93
2021
Q4 		$13K Buy
115
+1
+0.9% +$110 ﹤0.01% 86
2021
Q3 		$12K Hold
114
– – ﹤0.01% 89
2021
Q2 		$12K Buy
114
+1
+0.9% +$99 ﹤0.01% 61
2021
Q1 		$10K Hold
113
– – ﹤0.01% 131
2020
Q4 		$10K Buy
113
+1
+0.9% +$83 ﹤0.01% 69
2020
Q3 		$9K Hold
112
– – ﹤0.01% 82
2020
Q2 		$9K Buy
112
+2
+2% +$152 ﹤0.01% 96
2020
Q1 		$7K Hold
110
– – ﹤0.01% 98
2019
Q4 		$10K Buy
+110
New +$10.2K 0.01% 125

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

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

TFO Wealth Partners held its iShares US Real Estate ETF (IYR) position steady in Q2 2026 at 5,914 shares worth $605K. The position accounts for 0.07% of the portfolio, ranked #50.

TFO Wealth Partners first reported a position in IYR in Q4 2019 and has held it in 24 quarters since. The position peaked at $2.76M in Q4 2022. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • TFO Wealth Partners held 5,914 shares of iShares US Real Estate ETF worth $605K as of Q2 2026.
  • TFO Wealth Partners left its iShares US Real Estate ETF share count unchanged in Q2 2026.
  • iShares US Real Estate ETF made up 0.07% of TFO Wealth Partners's portfolio in Q2 2026, its #50 holding.
  • TFO Wealth Partners first reported a position in iShares US Real Estate ETF in Q4 2019 and has held it in 24 quarters since.
  • TFO Wealth Partners's iShares US Real Estate ETF position peaked at $2.76M in Q4 2022.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on TFO Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.