ULWM
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Upper Left Wealth Management’s iShares US Real Estate ETF IYR Stock Holding History

Upper Left Wealth Management’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 		$1.42M Sell
13,899
-181
-1% -$18.4K 0.79% 32
2026
Q1 		$1.33M Sell
14,080
-174
-1% -$16.9K 0.79% 30
2025
Q4 		$1.34M Sell
14,254
-40
-0.3% -$3.81K 0.82% 31
2025
Q3 		$1.39M Sell
14,294
-10
-0.1% -$962 0.87% 31
2025
Q2 		$1.36M Buy
14,304
+2,725
+24% +$254K 0.9% 31
2025
Q1 		$1.11M Sell
11,579
-187
-2% -$17.8K 0.8% 32
2024
Q4 		$1.09M Sell
11,766
-327
-3% -$32.2K 0.94% 33
2024
Q3 		$1.2M Sell
12,093
-364
-3% -$35.1K 1.05% 31
2024
Q2 		$1.09M Buy
12,457
+757
+6% +$64.9K 0.99% 29
2024
Q1 		$1.05M Sell
11,700
-1,792
-13% -$158K 0.98% 32
2023
Q4 		$1.23M Buy
13,492
+1,685
+14% +$138K 1.21% 27
2023
Q3 		$923K Sell
11,807
-150
-1% -$12.8K 0.96% 27
2023
Q2 		$1.03M Sell
11,957
-85
-0.7% -$7.14K 1.15% 28
2023
Q1 		$1.02M Sell
12,042
-827
-6% -$72.3K 1.16% 27
2022
Q4 		$1.08M Sell
12,869
-158
-1% -$13.3K 1.28% 26
2022
Q3 		$1.08M Sell
13,027
-2,215
-15% -$210K 1.41% 23
2022
Q2 		$1.32M Sell
15,242
-395
-3% -$39.4K 1.53% 23
2022
Q1 		$1.62M Buy
15,637
+791
+5% +$83.5K 1.68% 22
2021
Q4 		$1.72M Buy
+14,846
New +$1.63M 1.72% 21

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

Upper Left Wealth Management's IYR Position: Q2 2026 in Review

Upper Left Wealth Management reduced its iShares US Real Estate ETF (IYR) stake by 1.3% in Q2 2026, selling an estimated $18.4K and leaving 13,899 shares worth $1.42M. The position accounts for 0.79% of the portfolio, ranked #32.

Upper Left Wealth Management first reported a position in IYR in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.72M in Q4 2021. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Upper Left Wealth Management held 13,899 shares of iShares US Real Estate ETF worth $1.42M as of Q2 2026.
  • Upper Left Wealth Management sold 181 iShares US Real Estate ETF shares in Q2 2026, an estimated $18.4K.
  • iShares US Real Estate ETF made up 0.79% of Upper Left Wealth Management's portfolio in Q2 2026, its #32 holding.
  • Upper Left Wealth Management first reported a position in iShares US Real Estate ETF in Q4 2021 and has held it in 19 quarters since.
  • Upper Left Wealth Management's iShares US Real Estate ETF position peaked at $1.72M in Q4 2021.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Upper Left Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.