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

Unique Wealth’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 		$9.4M Buy
91,942
+405
+0.4% +$41.1K 1.1% 22
2026
Q1 		$8.66M Buy
91,537
+5,397
+6% +$524K 1.2% 20
2025
Q4 		$8.09M Buy
86,140
+7,697
+10% +$734K 1.13% 19
2025
Q3 		$7.62M Buy
78,443
+2,335
+3% +$225K 1.12% 19
2025
Q2 		$7.21M Buy
76,108
+9,180
+14% +$857K 1.16% 20
2025
Q1 		$6.41M Buy
66,928
+9,736
+17% +$926K 1.21% 19
2024
Q4 		$5.32M Buy
57,192
+19,706
+53% +$1.94M 1.11% 19
2024
Q3 		$3.82M Buy
37,486
+495
+1% +$47.7K 0.87% 25
2024
Q2 		$3.25M Buy
36,991
+4,641
+14% +$398K 0.85% 26
2024
Q1 		$2.91M Buy
32,350
+2,721
+9% +$241K 0.82% 24
2023
Q4 		$2.71M Buy
29,629
+22,532
+317% +$1.84M 0.88% 20
2023
Q3 		$555K Buy
7,097
+1,798
+34% +$153K 0.23% 46
2023
Q2 		$459K Buy
5,299
+605
+13% +$50.8K 0.2% 41
2023
Q1 		$398K Buy
4,694
+67
+1% +$5.86K 0.19% 33
2022
Q4 		$390K Buy
+4,627
New +$389K 0.21% 33

Other funds holding IYR

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
DI
DDFG Inc Thousand Oaks, California $504M AUM 18.61% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
ADEF
Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return
OFG
Omega Financial Group Santa Barbara, California $329M AUM 17.3% 1-Year Est. Return

Unique Wealth's IYR Position: Q2 2026 in Review

Unique Wealth increased its iShares US Real Estate ETF (IYR) stake by 0.44% in Q2 2026, buying an estimated $41.1K and bringing the position to 91,942 shares worth $9.4M. The position accounts for 1.1% of the portfolio, ranked #22.

Unique Wealth first reported a position in IYR in Q4 2022 and has held it in 15 quarters since. 166 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Unique Wealth held 91,942 shares of iShares US Real Estate ETF worth $9.4M as of Q2 2026.
  • Unique Wealth bought 405 iShares US Real Estate ETF shares in Q2 2026, an estimated $41.1K.
  • iShares US Real Estate ETF made up 1.1% of Unique Wealth's portfolio in Q2 2026, its #22 holding.
  • Unique Wealth first reported a position in iShares US Real Estate ETF in Q4 2022 and has held it in 15 quarters since.
  • 166 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Unique Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.