Wealth Enhancement Advisory Services
IYR icon

Wealth Enhancement Advisory Services’s iShares US Real Estate ETF IYR Stock Holding History

Wealth Enhancement Advisory Services’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
Q3 		$1.66M Sell
17,510
-1,233
-7% -$127K ﹤0.01% 1809
2026
Q2 		$1.94M Buy
18,743
+977
+5% +$99.1K ﹤0.01% 1592
2026
Q1 		$1.71M Sell
17,766
-8,448
-32% -$821K ﹤0.01% 1487
2025
Q4 		$2.48M Sell
26,214
-1,045
-4% -$99.6K ﹤0.01% 1396
2025
Q3 		$2.61M Buy
27,259
+817
+3% +$78.6K ﹤0.01% 1296
2025
Q2 		$2.53M Sell
26,442
-2,216
-8% -$207K ﹤0.01% 1237
2025
Q1 		$2.74M Sell
28,658
-807
-3% -$76.8K 0.01% 1090
2024
Q4 		$2.74M Buy
29,465
+2,423
+9% +$239K 0.01% 1034
2024
Q3 		$2.75M Sell
27,042
-457
-2% -$44K 0.01% 934
2024
Q2 		$2.41M Sell
27,499
-2,327
-8% -$200K 0.01% 915
2024
Q1 		$2.68M Sell
29,826
-8,798
-23% -$778K 0.01% 845
2023
Q4 		$3.53M Buy
38,624
+6,709
+21% +$549K 0.01% 706
2023
Q3 		$2.49M Buy
+31,915
New +$2.72M 0.01% 785
2023
Q2 		– Sell
-21,541
Closed -$1.83M – 543
2023
Q1 		$1.83M Sell
21,541
-3,883
-15% -$340K 0.02% 238
2022
Q4 		$2.31M Sell
25,424
-1,556
-6% -$131K 0.03% 164
2022
Q3 		$2.12M Buy
26,980
+12,867
+91% +$1.22M 0.03% 166
2022
Q2 		$1.31M Buy
14,113
+8,753
+163% +$873K 0.02% 233
2022
Q1 		$588K Buy
5,360
+1,702
+47% +$180K 0.01% 266
2021
Q4 		$389K Buy
3,658
+1,100
+43% +$121K 0.01% 261
2021
Q3 		$283K Buy
+2,558
New +$272K ﹤0.01% 270

Other funds holding IYR

MGIA
Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return
CCM
Consolidated Capital Management Burbank, California $364M AUM 42.75% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

Wealth Enhancement Advisory Services's IYR Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its iShares US Real Estate ETF (IYR) stake by 6.6% in Q3 2026, selling an estimated $127K and leaving 17,510 shares worth $1.66M. The position accounts for ﹤0.01% of the portfolio, ranked #1809.

Wealth Enhancement Advisory Services first reported a position in IYR in Q3 2021 and has held it in 20 quarters since. The position peaked at $3.53M in Q4 2023. 26 funds tracked by Wall St. Rank hold IYR as of Q3 2026.

  • Wealth Enhancement Advisory Services held 17,510 shares of iShares US Real Estate ETF worth $1.66M as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 1,233 iShares US Real Estate ETF shares in Q3 2026, an estimated $127K.
  • iShares US Real Estate ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1809 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares US Real Estate ETF in Q3 2021 and has held it in 20 quarters since.
  • Wealth Enhancement Advisory Services's iShares US Real Estate ETF position peaked at $3.53M in Q4 2023.
  • 26 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.