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

Wealth Alliance’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 Q1	–	Sell	-4,202	Closed	-$395K	–	574
2025 Q4	$395K	Buy	+4,202	New	+$400K	0.04%	367
2025 Q1	–	Sell	-7,459	Closed	-$694K	–	538
2024 Q4	$694K	Buy	+7,459	New	+$735K	0.08%	210
2023 Q1	–	Sell	-9,028	Closed	-$760K	–	532
2022 Q4	$760K	Buy	9,028 +280	+3%	+$23.5K	0.13%	174
2022 Q3	$712K	Buy	8,748 +1,382	+19%	+$131K	0.14%	157
2022 Q2	$678K	Buy	+7,366	New	+$734K	0.13%	172

Other funds holding IYR

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

IMPI

Ilmarinen Mutual Pension Insurance Helsinki, Finland $14.8B AUM 26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealth Alliance's IYR Position: Q1 2026 in Review

Wealth Alliance sold out of iShares US Real Estate ETF (IYR) in Q1 2026, closing a stake of 4,202 shares — an estimated $395K sold.

Wealth Alliance first reported a position in IYR in Q2 2022 and held it in 5 quarters. The position peaked at $760K in Q4 2022. 461 funds tracked by Wall St. Rank hold IYR as of Q1 2026.

Wealth Alliance reported no remaining iShares US Real Estate ETF position as of Q1 2026 after selling out during the quarter.
Wealth Alliance sold 4,202 iShares US Real Estate ETF shares in Q1 2026, an estimated $395K.
Wealth Alliance first reported a position in iShares US Real Estate ETF in Q2 2022 and held it in 5 quarters.
Wealth Alliance's iShares US Real Estate ETF position peaked at $760K in Q4 2022.
461 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.