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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

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
Morgan Stanley
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
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Goldman Sachs
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
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
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. 460 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.
  • 460 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.