Wealthspire Advisors (New York)’s iShares US Real Estate ETF IYR Stock Holding History

Wealthspire Advisors (New York)’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	$475K	Buy	4,647 +707	+18%	+$71.7K	﹤0.01%	819
2026 Q1	$373K	Sell	3,940 -489	-11%	-$47.5K	﹤0.01%	665
2025 Q4	$416K	Sell	4,429 -4,429	-50%	-$422K	﹤0.01%	673
2025 Q3	$860K	Sell	8,858 -1,312	-13%	-$126K	﹤0.01%	418
2025 Q2	$964K	Sell	10,170 -12,100	-54%	-$1.13M	0.01%	394
2025 Q1	$2.13M	Buy	22,270 +13,055	+142%	+$1.24M	0.01%	267
2024 Q4	$858K	Buy	9,215 +6,601	+253%	+$651K	0.01%	404
2024 Q3	$266K	Buy	+2,614	New	+$252K	﹤0.01%	644
2024 Q2	–	Sell	-2,497	Closed	-$224K	–	678
2024 Q1	$224K	Sell	2,497 -330	-12%	-$29.2K	﹤0.01%	574
2023 Q4	$258K	Buy	+2,827	New	+$231K	﹤0.01%	561
2021 Q1	–	Sell	-2,556	Closed	-$219K	–	710
2020 Q4	$219K	Buy	+2,556	New	+$213K	0.01%	527
2020 Q2	–	Sell	-3,059	Closed	-$213K	–	414
2020 Q1	$213K	Buy	+3,059	New	+$271K	0.01%	475

Other funds holding IYR

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

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

Wealthspire Advisors (New York)'s IYR Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its iShares US Real Estate ETF (IYR) stake by 18% in Q2 2026, buying an estimated $71.7K and bringing the position to 4,647 shares worth $475K. The position accounts for ﹤0.01% of the portfolio, ranked #819.

Wealthspire Advisors (New York) first reported a position in IYR in Q1 2020 and has held it in 12 quarters since. The position peaked at $2.13M in Q1 2025. 487 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

Wealthspire Advisors (New York) held 4,647 shares of iShares US Real Estate ETF worth $475K as of Q2 2026.
Wealthspire Advisors (New York) bought 707 iShares US Real Estate ETF shares in Q2 2026, an estimated $71.7K.
iShares US Real Estate ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #819 holding.
Wealthspire Advisors (New York) first reported a position in iShares US Real Estate ETF in Q1 2020 and has held it in 12 quarters since.
Wealthspire Advisors (New York)'s iShares US Real Estate ETF position peaked at $2.13M in Q1 2025.
487 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.