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

Tower 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 		$559K Buy
5,471
+516
+10% +$52.4K 0.28% 43
2026
Q1 		$469K Buy
4,955
+32
+0.7% +$3.11K 0.26% 48
2025
Q4 		$462K Buy
4,923
+635
+15% +$60.5K 0.25% 48
2025
Q3 		$416K Buy
4,288
+294
+7% +$28.3K 0.23% 49
2025
Q2 		$379K Buy
3,994
+188
+5% +$17.5K 0.22% 52
2025
Q1 		$364K Buy
3,806
+56
+1% +$5.33K 0.19% 51
2024
Q4 		$349K Sell
3,750
-176
-4% -$17.3K 0.18% 51
2024
Q3 		$400K Buy
3,926
+32
+0.8% +$3.08K 0.23% 44
2024
Q2 		$342K Buy
3,894
+135
+4% +$11.6K 0.21% 44
2024
Q1 		$338K Buy
3,759
+112
+3% +$9.9K 0.22% 45
2023
Q4 		$333K Buy
3,647
+333
+10% +$27.3K 0.24% 45
2023
Q3 		$259K Sell
3,314
-29
-0.9% -$2.47K 0.21% 46
2023
Q2 		$289K Sell
3,343
-24
-0.7% -$2.02K 0.23% 45
2023
Q1 		$286K Buy
3,367
+9
+0.3% +$787 0.24% 45
2022
Q4 		$283K Buy
3,358
+14
+0.4% +$1.18K 0.25% 44
2022
Q3 		$281K Buy
3,344
+444
+15% +$42K 0.27% 42
2022
Q2 		$267K Sell
2,900
-356
-11% -$35.5K 0.35% 38
2022
Q1 		$352K Sell
3,256
-17
-0.5% -$1.79K 0.38% 35
2021
Q4 		$380K Sell
3,273
-44
-1% -$4.82K 0.39% 31
2021
Q3 		$340K Buy
3,317
+18
+0.5% +$1.92K 0.36% 34
2021
Q2 		$336K Sell
3,299
-53
-2% -$5.26K 0.37% 35
2021
Q1 		$308K Buy
3,352
+349
+12% +$30.6K 0.4% 38
2020
Q4 		$257K Buy
+3,003
New +$250K 0.29% 34

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

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

Tower Wealth Partners increased its iShares US Real Estate ETF (IYR) stake by 10% in Q2 2026, buying an estimated $52.4K and bringing the position to 5,471 shares worth $559K. The position accounts for 0.28% of the portfolio, ranked #43.

Tower Wealth Partners first reported a position in IYR in Q4 2020 and has held it in 23 quarters since. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Tower Wealth Partners held 5,471 shares of iShares US Real Estate ETF worth $559K as of Q2 2026.
  • Tower Wealth Partners bought 516 iShares US Real Estate ETF shares in Q2 2026, an estimated $52.4K.
  • iShares US Real Estate ETF made up 0.28% of Tower Wealth Partners's portfolio in Q2 2026, its #43 holding.
  • Tower Wealth Partners first reported a position in iShares US Real Estate ETF in Q4 2020 and has held it in 23 quarters since.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Tower Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.