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

Wealth Dimensions Group’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 		$298K Buy
2,915
+15
+0.5% +$1.52K 0.05% 146
2026
Q1 		$274K Buy
2,900
+30
+1% +$2.91K 0.05% 143
2025
Q4 		$269K Sell
2,870
-61
-2% -$5.81K 0.05% 139
2025
Q3 		$285K Buy
2,931
+1
+0% +$96 0.06% 140
2025
Q2 		$278K Sell
2,930
-10
-0.3% -$933 0.06% 137
2025
Q1 		$282K Hold
2,940
– – 0.07% 130
2024
Q4 		$274K Sell
2,940
-49
-2% -$4.83K 0.07% 126
2024
Q3 		$305K Hold
2,989
– – 0.08% 115
2024
Q2 		$262K Sell
2,989
-517
-15% -$44.4K 0.07% 122
2024
Q1 		$315K Hold
3,506
– – 0.09% 108
2023
Q4 		$320K Buy
3,506
+27
+0.8% +$2.21K 0.1% 105
2023
Q3 		$272K Sell
3,479
-134
-4% -$11.4K 0.1% 107
2023
Q2 		$313K Sell
3,613
-68
-2% -$5.71K 0.11% 105
2023
Q1 		$313K Sell
3,681
-10
-0.3% -$875 0.12% 101
2022
Q4 		$311K Buy
3,691
+37
+1% +$3.11K 0.13% 100
2022
Q3 		$298K Buy
3,654
+2
+0.1% +$189 0.15% 91
2022
Q2 		$336K Sell
3,652
-793
-18% -$79.1K 0.16% 91
2022
Q1 		$481K Sell
4,445
-75
-2% -$7.92K 0.22% 77
2021
Q4 		$525K Sell
4,520
-161
-3% -$17.6K 0.26% 68
2021
Q3 		$479K Hold
4,681
– – 0.31% 73
2021
Q2 		$477K Buy
4,681
+1
+0% +$99 0.32% 66
2021
Q1 		$430K Hold
4,680
– – 0.33% 70
2020
Q4 		$401K Buy
+4,680
New +$390K 0.35% 63

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

Wealth Dimensions Group's IYR Position: Q2 2026 in Review

Wealth Dimensions Group increased its iShares US Real Estate ETF (IYR) stake by 0.52% in Q2 2026, buying an estimated $1.52K and bringing the position to 2,915 shares worth $298K. The position accounts for 0.05% of the portfolio, ranked #146.

Wealth Dimensions Group first reported a position in IYR in Q4 2020 and has held it in 23 quarters since. The position peaked at $525K in Q4 2021. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Wealth Dimensions Group held 2,915 shares of iShares US Real Estate ETF worth $298K as of Q2 2026.
  • Wealth Dimensions Group bought 15 iShares US Real Estate ETF shares in Q2 2026, an estimated $1.52K.
  • iShares US Real Estate ETF made up 0.05% of Wealth Dimensions Group's portfolio in Q2 2026, its #146 holding.
  • Wealth Dimensions Group first reported a position in iShares US Real Estate ETF in Q4 2020 and has held it in 23 quarters since.
  • Wealth Dimensions Group's iShares US Real Estate ETF position peaked at $525K in Q4 2021.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Wealth Dimensions Group's 13F filing for Q2 2026, filed 22 Jul 2026.