Transamerica Financial Advisors’s iShares US Real Estate ETF IYR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Hold |
0
| – | – | – | 2167 |
|
|
2026
Q1 | – | Hold |
0
| – | – | – | 1920 |
|
|
2025
Q4 | – | Sell |
-1
| Closed | -$95 | – | 1804 |
|
|
2025
Q3 | $42 | Hold |
1
| – | – | ﹤0.01% | 1586 |
|
|
2025
Q2 | $41 | Hold |
1
| – | – | ﹤0.01% | 548 |
|
|
2025
Q1 | $1K | Buy |
+1
| New | +$95 | ﹤0.01% | 500 |
|
|
2023
Q1 | – | Sell |
-1
| Closed | -$1K | – | 664 |
|
|
2022
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 543 |
|
|
2022
Q3 | $1K | Buy |
+1
| New | +$95 | ﹤0.01% | 511 |
|
|
2020
Q3 | – | Sell |
-1
| Closed | -$1K | – | 344 |
|
|
2020
Q2 | $1K | Buy |
+1
| New | +$76 | ﹤0.01% | 422 |
|
|
2019
Q3 | – | Sell |
-17,259
| Closed | -$1.51M | – | 328 |
|
|
2019
Q2 | $1.51M | Buy |
+17,259
| New | +$1.51M | 0.33% | 72 |
|
|
2019
Q1 | – | Sell |
-23,218
| Closed | -$1.74M | – | 290 |
|
|
2018
Q4 | $1.74M | Sell |
23,218
-9,353
| -29% | -$735K | 0.45% | 57 |
|
|
2018
Q3 | $2.61M | Buy |
32,571
+23,812
| +272% | +$1.94M | 0.55% | 46 |
|
|
2018
Q2 | $706K | Buy |
8,759
+8,758
| +875,800% | +$675K | 0.16% | 105 |
|
|
2018
Q1 | $1K | Hold |
1
| – | – | ﹤0.01% | 394 |
|
|
2017
Q4 | $1K | Sell |
1
-154
| -99% | -$12.5K | ﹤0.01% | 374 |
|
|
2017
Q3 | $13K | Sell |
155
-32,082
| -100% | -$2.58M | ﹤0.01% | 266 |
|
|
2017
Q2 | $2.57M | Buy |
32,237
+32,236
| +3,223,600% | +$2.56M | 0.35% | 88 |
|
|
2017
Q1 | $1K | Hold |
1
| – | – | ﹤0.01% | 342 |
|
|
2016
Q4 | $1K | Sell |
1
-138
| -99% | -$10.5K | ﹤0.01% | 378 |
|
|
2016
Q3 | $12K | Sell |
139
-14,327
| -99% | -$1.19M | ﹤0.01% | 252 |
|
|
2016
Q2 | $1.19M | Buy |
14,466
+1,097
| +8% | +$86K | 0.12% | 151 |
|
|
2016
Q1 | $1.04M | Sell |
13,369
-9,222
| -41% | -$669K | 0.09% | 168 |
|
|
2015
Q4 | $1.7M | Buy |
+22,591
| New | +$1.69M | 0.12% | 133 |
|
|
2015
Q3 | – | Sell |
-4,349
| Closed | -$311K | – | 881 |
|
|
2015
Q2 | $311K | Sell |
4,349
-9,338
| -68% | -$708K | 0.02% | 283 |
|
|
2015
Q1 | $1.09M | Sell |
13,687
-23,212
| -63% | -$1.86M | 0.08% | 169 |
|
|
2014
Q4 | $2.84M | Buy |
36,899
+36,892
| +527,029% | +$2.76M | 0.22% | 64 |
|
|
2014
Q3 | $1K | Sell |
7
-709
| -99% | -$51.4K | ﹤0.01% | 624 |
|
|
2014
Q2 | $52K | Buy |
716
+710
| +11,833% | +$50K | ﹤0.01% | 365 |
|
|
2014
Q1 | $1K | Buy |
6
+5
| +500% | +$332 | ﹤0.01% | 594 |
|
|
2013
Q4 | $1K | Buy |
+1
| New | +$64 | ﹤0.01% | 573 |
|
Other funds holding IYR
WI
CBU
IMPI
SOAM
Transamerica Financial Advisors's IYR Position: Q2 2026 in Review
Transamerica Financial Advisors held its iShares US Real Estate ETF (IYR) position steady in Q2 2026 at 0 shares worth $28. The position accounts for ﹤0.01% of the portfolio, ranked #2167.
Transamerica Financial Advisors first reported a position in IYR in Q4 2013 and has held it in 27 quarters since. The position peaked at $2.84M in Q4 2014. 485 funds tracked by Wall St. Rank hold IYR as of Q2 2026.
- Transamerica Financial Advisors held 0 shares of iShares US Real Estate ETF worth $28 as of Q2 2026.
- Transamerica Financial Advisors left its iShares US Real Estate ETF share count unchanged in Q2 2026.
- iShares US Real Estate ETF made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #2167 holding.
- Transamerica Financial Advisors first reported a position in iShares US Real Estate ETF in Q4 2013 and has held it in 27 quarters since.
- Transamerica Financial Advisors's iShares US Real Estate ETF position peaked at $2.84M in Q4 2014.
- 485 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.
Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.