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Waverly Advisors’s iShares US Real Estate ETF IYR Stock Holding History

Waverly Advisors’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 		$5.09M Buy
49,766
+18,273
+58% +$1.85M 0.03% 452
2026
Q1 		$2.98M Buy
31,493
+2,533
+9% +$246K 0.02% 551
2025
Q4 		$2.72M Sell
28,960
-5,952
-17% -$567K 0.02% 521
2025
Q3 		$3.39M Buy
34,912
+8,107
+30% +$780K 0.03% 396
2025
Q2 		$2.54M Buy
26,805
+12,736
+91% +$1.19M 0.03% 444
2025
Q1 		$1.35M Buy
14,069
+7,170
+104% +$682K 0.02% 550
2024
Q4 		$642K Buy
+6,899
New +$680K 0.01% 618
2015
Q4 		– Sell
-568
Closed -$40K – 265
2015
Q3 		$40K Hold
568
– – 0.03% 166
2015
Q2 		$40K Hold
568
– – 0.02% 163
2015
Q1 		$45K Hold
568
– – 0.02% 135
2014
Q4 		$44K Buy
568
+318
+127% +$23.8K 0.02% 132
2014
Q3 		$17K Hold
250
– – 0.01% 370
2014
Q2 		$18K Hold
250
– – 0.01% 348
2014
Q1 		$17K Hold
250
– – 0.01% 344
2013
Q4 		$16K Hold
250
– – 0.01% 496
2013
Q3 		$16K Buy
+250
New +$16.3K 0.01% 386

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

Waverly Advisors's IYR Position: Q2 2026 in Review

Waverly Advisors increased its iShares US Real Estate ETF (IYR) stake by 58% in Q2 2026, buying an estimated $1.85M and bringing the position to 49,766 shares worth $5.09M. The position accounts for 0.03% of the portfolio, ranked #452.

Waverly Advisors first reported a position in IYR in Q3 2013 and has held it in 16 quarters since. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Waverly Advisors held 49,766 shares of iShares US Real Estate ETF worth $5.09M as of Q2 2026.
  • Waverly Advisors bought 18,273 iShares US Real Estate ETF shares in Q2 2026, an estimated $1.85M.
  • iShares US Real Estate ETF made up 0.03% of Waverly Advisors's portfolio in Q2 2026, its #452 holding.
  • Waverly Advisors first reported a position in iShares US Real Estate ETF in Q3 2013 and has held it in 16 quarters since.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.