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WealthShield Partners’s iShares US Real Estate ETF IYR Stock Holding History

WealthShield Partners’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 		$36.8K Sell
360
-810
-69% -$82.2K 0.01% 297
2026
Q1 		$111K Hold
1,170
– – 0.01% 392
2025
Q4 		$110K Buy
1,170
+360
+44% +$34.3K 0.01% 384
2025
Q3 		$78.6K Buy
810
+20
+3% +$1.93K 0.01% 409
2025
Q2 		$74.9K Hold
790
– – 0.01% 402
2025
Q1 		$75.6K Sell
790
-1
-0.1% -$95 0.01% 393
2024
Q4 		$73.6K Buy
791
+1
+0.1% +$99 0.01% 364
2024
Q3 		$80.5K Hold
790
– – 0.01% 364
2024
Q2 		$69.3K Sell
790
-60
-7% -$5.15K 0.01% 345
2024
Q1 		$76.4K Sell
850
-2,234
-72% -$198K 0.01% 335
2023
Q4 		$282K Buy
3,084
+975
+46% +$79.8K 0.05% 246
2023
Q3 		$167K Buy
2,109
+1,259
+148% +$107K 0.03% 302
2023
Q2 		$73.6K Hold
850
– – 0.01% 359
2023
Q1 		$72.2K Buy
+850
New +$74.4K 0.01% 356
2018
Q4 		– Sell
-100
Closed -$8K – 267
2018
Q3 		$8K Buy
+100
New +$8.15K ﹤0.01% 215

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

WealthShield Partners's IYR Position: Q2 2026 in Review

WealthShield Partners reduced its iShares US Real Estate ETF (IYR) stake by 69% in Q2 2026, selling an estimated $82.2K and leaving 360 shares worth $36.8K. The position accounts for 0.01% of the portfolio, ranked #297.

WealthShield Partners first reported a position in IYR in Q3 2018 and has held it in 15 quarters since. The position peaked at $282K in Q4 2023. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • WealthShield Partners held 360 shares of iShares US Real Estate ETF worth $36.8K as of Q2 2026.
  • WealthShield Partners sold 810 iShares US Real Estate ETF shares in Q2 2026, an estimated $82.2K.
  • iShares US Real Estate ETF made up 0.01% of WealthShield Partners's portfolio in Q2 2026, its #297 holding.
  • WealthShield Partners first reported a position in iShares US Real Estate ETF in Q3 2018 and has held it in 15 quarters since.
  • WealthShield Partners's iShares US Real Estate ETF position peaked at $282K in Q4 2023.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.