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TS Financial Group (TSFG)’s iShares US Real Estate ETF IYR Stock Holding History

TS Financial Group (TSFG)’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
Q1 		– Sell
-168
Closed -$16K – 852
2025
Q4 		$16K Hold
168
– – ﹤0.01% 500
2025
Q3 		$16K Hold
168
– – ﹤0.01% 507
2025
Q2 		$16K Hold
168
– – ﹤0.01% 492
2025
Q1 		$16K Hold
168
– – ﹤0.01% 478
2024
Q4 		$16K Hold
168
– – ﹤0.01% 427
2024
Q3 		$17K Hold
168
– – ﹤0.01% 422
2024
Q2 		$15K Hold
168
– – ﹤0.01% 424
2024
Q1 		$15K Hold
168
– – ﹤0.01% 424
2023
Q4 		$15K Hold
168
– – ﹤0.01% 449
2023
Q3 		$13K Sell
168
-645
-79% -$55K ﹤0.01% 486
2023
Q2 		$70K Buy
813
+3
+0.4% +$252 0.03% 237
2023
Q1 		$69K Buy
810
+3
+0.4% +$262 0.03% 244
2022
Q4 		$68K Sell
807
-164
-17% -$13.8K 0.03% 238
2022
Q3 		$79K Sell
971
-93
-9% -$8.8K 0.04% 198
2022
Q2 		$98K Buy
1,064
+340
+47% +$33.9K 0.04% 183
2022
Q1 		$78K Buy
724
+3
+0.4% +$317 0.03% 245
2021
Q4 		$84K Sell
721
-44
-6% -$4.82K 0.03% 244
2021
Q3 		$78K Buy
765
+52
+7% +$5.53K 0.03% 258
2021
Q2 		$73K Buy
713
+613
+613% +$60.9K 0.03% 262
2021
Q1 		$9K Hold
100
– – ﹤0.01% 512
2020
Q4 		$9K Hold
100
– – ﹤0.01% 506
2020
Q3 		$8K Hold
100
– – ﹤0.01% 472
2020
Q2 		$8K Hold
100
– – 0.01% 466
2020
Q1 		$7K Hold
100
– – 0.01% 429
2019
Q4 		$9K Hold
100
– – 0.01% 441
2019
Q3 		$9K Hold
100
– – 0.01% 429
2019
Q2 		$9K Hold
100
– – 0.01% 422
2019
Q1 		$9K Buy
+100
New +$8.27K 0.01% 409

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
IMPI
Ilmarinen Mutual Pension Insurance Helsinki, Finland $14.8B AUM 26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TS Financial Group (TSFG)'s IYR Position: Q1 2026 in Review

TS Financial Group (TSFG) sold out of iShares US Real Estate ETF (IYR) in Q1 2026, closing a stake of 168 shares — an estimated $16K sold.

TS Financial Group (TSFG) first reported a position in IYR in Q1 2019 and held it in 28 quarters. The position peaked at $98K in Q2 2022. 460 funds tracked by Wall St. Rank hold IYR as of Q1 2026.

  • TS Financial Group (TSFG) reported no remaining iShares US Real Estate ETF position as of Q1 2026 after selling out during the quarter.
  • TS Financial Group (TSFG) sold 168 iShares US Real Estate ETF shares in Q1 2026, an estimated $16K.
  • TS Financial Group (TSFG) first reported a position in iShares US Real Estate ETF in Q1 2019 and held it in 28 quarters.
  • TS Financial Group (TSFG)'s iShares US Real Estate ETF position peaked at $98K in Q2 2022.
  • 460 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2026.

Based on TS Financial Group (TSFG)'s 13F filing for Q1 2026, filed 27 Apr 2026.