Valeo Financial Advisors’s iShares US Real Estate ETF IYR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $442K | Sell |
4,325
-243
| -5% | -$24.7K | 0.01% | 484 |
|
|
2026
Q1 | $432K | Sell |
4,568
-718
| -14% | -$69.7K | 0.01% | 448 |
|
|
2025
Q4 | $496K | Sell |
5,286
-27
| -0.5% | -$2.57K | 0.01% | 466 |
|
|
2025
Q3 | $516K | Sell |
5,313
-544
| -9% | -$52.3K | 0.01% | 454 |
|
|
2025
Q2 | $555K | Buy |
5,857
+2
| +0% | +$187 | 0.01% | 425 |
|
|
2025
Q1 | $561K | Sell |
5,855
-291
| -5% | -$27.7K | 0.02% | 391 |
|
|
2024
Q4 | $572K | Sell |
6,146
-67
| -1% | -$6.6K | 0.02% | 383 |
|
|
2024
Q3 | $633K | Sell |
6,213
-350
| -5% | -$33.7K | 0.02% | 357 |
|
|
2024
Q2 | $576K | Buy |
6,563
+4
| +0.1% | +$343 | 0.02% | 352 |
|
|
2024
Q1 | $548K | Sell |
6,559
-493
| -7% | -$43.6K | 0.02% | 349 |
|
|
2023
Q4 | $645K | Sell |
7,052
-354
| -5% | -$29K | 0.03% | 291 |
|
|
2023
Q3 | $579K | Buy |
7,406
+125
| +2% | +$10.7K | 0.03% | 296 |
|
|
2023
Q2 | $630K | Buy |
7,281
+721
| +11% | +$60.6K | 0.03% | 275 |
|
|
2023
Q1 | $557K | Sell |
6,560
-180
| -3% | -$15.7K | 0.03% | 312 |
|
|
2022
Q4 | $567K | Buy |
6,740
+834
| +14% | +$70K | 0.03% | 258 |
|
|
2022
Q3 | $481K | Sell |
5,906
-444
| -7% | -$42K | 0.03% | 267 |
|
|
2022
Q2 | $584K | Buy |
6,350
+452
| +8% | +$45.1K | 0.04% | 232 |
|
|
2022
Q1 | $638K | Sell |
5,898
-5
| -0.1% | -$528 | 0.03% | 276 |
|
|
2021
Q4 | $686K | Buy |
5,903
+23
| +0.4% | +$2.52K | 0.04% | 241 |
|
|
2021
Q3 | $602K | Hold |
5,880
| – | – | 0.03% | 260 |
|
|
2021
Q2 | $599K | Hold |
5,880
| – | – | 0.04% | 234 |
|
|
2021
Q1 | $541K | Hold |
5,880
| – | – | 0.03% | 261 |
|
|
2020
Q4 | $504K | Hold |
5,880
| – | – | 0.03% | 247 |
|
|
2020
Q3 | $469K | Sell |
5,880
-197
| -3% | -$15.9K | 0.04% | 197 |
|
|
2020
Q2 | $479K | Buy |
6,077
+155
| +3% | +$11.7K | 0.04% | 191 |
|
|
2020
Q1 | $467K | Buy |
5,922
+772
| +15% | +$68.3K | 0.05% | 180 |
|
|
2019
Q4 | $479K | Hold |
5,150
| – | – | 0.05% | 197 |
|
|
2019
Q3 | $482K | Sell |
5,150
-133
| -3% | -$12.1K | 0.05% | 173 |
|
|
2019
Q2 | $461K | Sell |
5,283
-152
| -3% | -$13.3K | 0.05% | 185 |
|
|
2019
Q1 | $473K | Buy |
5,435
+433
| +9% | +$35.8K | 0.06% | 180 |
|
|
2018
Q4 | $375K | Sell |
5,002
-35
| -0.7% | -$2.75K | 0.05% | 186 |
|
|
2018
Q3 | $393K | Hold |
5,037
| – | – | 0.05% | 189 |
|
|
2018
Q2 | $407K | Hold |
5,037
| – | – | 0.06% | 194 |
|
|
2018
Q1 | $380K | Hold |
5,037
| – | – | 0.06% | 178 |
|
|
2017
Q4 | $408K | Sell |
5,037
-895
| -15% | -$72.7K | 0.07% | 170 |
|
|
2017
Q3 | $474K | Buy |
+5,932
| New | +$476K | 0.11% | 127 |
|
Other funds holding IYR
WI
CBU
IMPI
SOAM
Valeo Financial Advisors's IYR Position: Q2 2026 in Review
Valeo Financial Advisors reduced its iShares US Real Estate ETF (IYR) stake by 5.3% in Q2 2026, selling an estimated $24.7K and leaving 4,325 shares worth $442K. The position accounts for 0.01% of the portfolio, ranked #484.
Valeo Financial Advisors first reported a position in IYR in Q3 2017 and has held it in 36 quarters since. The position peaked at $686K in Q4 2021. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.
- Valeo Financial Advisors held 4,325 shares of iShares US Real Estate ETF worth $442K as of Q2 2026.
- Valeo Financial Advisors sold 243 iShares US Real Estate ETF shares in Q2 2026, an estimated $24.7K.
- iShares US Real Estate ETF made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #484 holding.
- Valeo Financial Advisors first reported a position in iShares US Real Estate ETF in Q3 2017 and has held it in 36 quarters since.
- Valeo Financial Advisors's iShares US Real Estate ETF position peaked at $686K in Q4 2021.
- 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.