TF
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Trek Financial’s iShares US Real Estate ETF IYR Stock Holding History

Trek Financial’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 		$399K Buy
3,905
+509
+15% +$51.6K 0.02% 361
2026
Q1 		$321K Buy
+3,396
New +$330K 0.02% 367
2025
Q3 		– Sell
-43,625
Closed -$4.13M – 465
2025
Q2 		$4.13M Buy
+43,625
New +$4.07M 0.28% 102

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

Trek Financial's IYR Position: Q2 2026 in Review

Trek Financial increased its iShares US Real Estate ETF (IYR) stake by 15% in Q2 2026, buying an estimated $51.6K and bringing the position to 3,905 shares worth $399K. The position accounts for 0.02% of the portfolio, ranked #361.

Trek Financial first reported a position in IYR in Q2 2025 and has held it in 3 quarters since. The position peaked at $4.13M in Q2 2025. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Trek Financial held 3,905 shares of iShares US Real Estate ETF worth $399K as of Q2 2026.
  • Trek Financial bought 509 iShares US Real Estate ETF shares in Q2 2026, an estimated $51.6K.
  • iShares US Real Estate ETF made up 0.02% of Trek Financial's portfolio in Q2 2026, its #361 holding.
  • Trek Financial first reported a position in iShares US Real Estate ETF in Q2 2025 and has held it in 3 quarters since.
  • Trek Financial's iShares US Real Estate ETF position peaked at $4.13M in Q2 2025.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Trek Financial's 13F filing for Q2 2026, filed 13 Aug 2026.