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Tobias Financial Advisors’s iShares US Real Estate ETF IYR Stock Holding History

Tobias Financial 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
Q2 		$312K Hold
3,051
– – 0.04% 113
2026
Q1 		$289K Buy
+3,051
New +$296K 0.04% 110

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

Tobias Financial Advisors's IYR Position: Q2 2026 in Review

Tobias Financial Advisors held its iShares US Real Estate ETF (IYR) position steady in Q2 2026 at 3,051 shares worth $312K. The position accounts for 0.04% of the portfolio, ranked #113.

Tobias Financial Advisors first reported a position in IYR in Q1 2026 and has held it in 2 quarters since. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Tobias Financial Advisors held 3,051 shares of iShares US Real Estate ETF worth $312K as of Q2 2026.
  • Tobias Financial Advisors left its iShares US Real Estate ETF share count unchanged in Q2 2026.
  • iShares US Real Estate ETF made up 0.04% of Tobias Financial Advisors's portfolio in Q2 2026, its #113 holding.
  • Tobias Financial Advisors first reported a position in iShares US Real Estate ETF in Q1 2026 and has held it in 2 quarters since.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Tobias Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.