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West Michigan Advisors’s iShares US Real Estate ETF IYR Stock Holding History

West Michigan Advisors’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 		$565K Sell
5,521
-5,357
-49% -$544K 0.11% 170
2026
Q1 		$1.03M Buy
+10,878
New +$1.06M 0.23% 109

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

West Michigan Advisors's IYR Position: Q2 2026 in Review

West Michigan Advisors reduced its iShares US Real Estate ETF (IYR) stake by 49% in Q2 2026, selling an estimated $544K and leaving 5,521 shares worth $565K. The position accounts for 0.11% of the portfolio, ranked #170.

West Michigan Advisors first reported a position in IYR in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.03M in Q1 2026. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • West Michigan Advisors held 5,521 shares of iShares US Real Estate ETF worth $565K as of Q2 2026.
  • West Michigan Advisors sold 5,357 iShares US Real Estate ETF shares in Q2 2026, an estimated $544K.
  • iShares US Real Estate ETF made up 0.11% of West Michigan Advisors's portfolio in Q2 2026, its #170 holding.
  • West Michigan Advisors first reported a position in iShares US Real Estate ETF in Q1 2026 and has held it in 2 quarters since.
  • West Michigan Advisors's iShares US Real Estate ETF position peaked at $1.03M in Q1 2026.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on West Michigan Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.