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 Q3	$8.73M	Sell	91,877 -65	-0.1%	-$6.68K	1%	25
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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return

Norden Group Provo, Utah $1.33B AUM 30.5% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return

CCM

Consolidated Capital Management Burbank, California $364M AUM 42.75% 1-Year Est. Return

Omega Financial Group Santa Barbara, California $323M AUM 8.37% 1-Year Est. Return

Unique Wealth's IYR Position: Q3 2026 in Review

Unique Wealth reduced its iShares US Real Estate ETF (IYR) stake by 0.07% in Q3 2026, selling an estimated $6.68K and leaving 91,877 shares worth $8.73M. The position accounts for 1% of the portfolio, ranked #25.

Unique Wealth first reported a position in IYR in Q4 2022 and has held it in 16 quarters since. The position peaked at $9.4M in Q2 2026. 159 funds tracked by Wall St. Rank hold IYR as of Q3 2026.

Unique Wealth held 91,877 shares of iShares US Real Estate ETF worth $8.73M as of Q3 2026.
Unique Wealth sold 65 iShares US Real Estate ETF shares in Q3 2026, an estimated $6.68K.
iShares US Real Estate ETF made up 1% of Unique Wealth's portfolio in Q3 2026, its #25 holding.
Unique Wealth first reported a position in iShares US Real Estate ETF in Q4 2022 and has held it in 16 quarters since.
Unique Wealth's iShares US Real Estate ETF position peaked at $9.4M in Q2 2026.
159 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2026.

Based on Unique Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.