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
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

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 Enhancement Advisory Services's IYR Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its iShares US Real Estate ETF (IYR) stake by 5.5% in Q2 2026, buying an estimated $99.1K and bringing the position to 18,743 shares worth $1.94M. The position accounts for ﹤0.01% of the portfolio, ranked #1592.

Wealth Enhancement Advisory Services first reported a position in IYR in Q3 2021 and has held it in 19 quarters since. The position peaked at $3.53M in Q4 2023. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Wealth Enhancement Advisory Services held 18,743 shares of iShares US Real Estate ETF worth $1.94M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 977 iShares US Real Estate ETF shares in Q2 2026, an estimated $99.1K.
  • iShares US Real Estate ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1592 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares US Real Estate ETF in Q3 2021 and has held it in 19 quarters since.
  • Wealth Enhancement Advisory Services's iShares US Real Estate ETF position peaked at $3.53M in Q4 2023.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.