Woodard & Company Asset Management Group’s iShares US Real Estate ETF IYR Stock Holding History

Woodard & Company Asset Management Group’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	$1.44K	Hold	14	–	–	﹤0.01%	170
2026 Q1	$1.32K	Hold	14	–	–	﹤0.01%	174
2025 Q4	$1.31K	Hold	14	–	–	﹤0.01%	168
2025 Q3	$1.34K	Buy	+14	New	+$1.35K	﹤0.01%	149
2025 Q2	–	Sell	-14	Closed	-$1.31K	–	145
2025 Q1	$1.31K	Hold	14	–	–	﹤0.01%	140
2024 Q4	$1.27K	Hold	14	–	–	﹤0.01%	126
2024 Q3	$1.38K	Buy	14 +1	+8%	+$96	﹤0.01%	118
2024 Q2	$1.18K	Hold	13	–	–	﹤0.01%	117
2024 Q1	$1.2K	Hold	13	–	–	﹤0.01%	105
2023 Q4	$1.22K	Hold	13	–	–	﹤0.01%	100
2023 Q3	$1.02K	Hold	13	–	–	﹤0.01%	90
2023 Q2	$1.13K	Hold	13	–	–	﹤0.01%	96
2023 Q1	$1.1K	Hold	13	–	–	﹤0.01%	96
2022 Q4	$1.09K	Hold	13	–	–	﹤0.01%	98
2022 Q3	$1K	Hold	13	–	–	﹤0.01%	98
2022 Q2	$1K	Hold	13	–	–	﹤0.01%	106
2022 Q1	$1K	Hold	13	–	–	﹤0.01%	114
2021 Q4	$1K	Buy	+13	New	+$1.42K	﹤0.01%	102

Other funds holding IYR

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

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

DDFG Inc Thousand Oaks, California $504M AUM 18.61% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return

MGIA

Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

ADEF

Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return

Woodard & Company Asset Management Group's IYR Position: Q2 2026 in Review

Woodard & Company Asset Management Group held its iShares US Real Estate ETF (IYR) position steady in Q2 2026 at 14 shares worth $1.44K. The position accounts for ﹤0.01% of the portfolio, ranked #170.

Woodard & Company Asset Management Group first reported a position in IYR in Q4 2021 and has held it in 18 quarters since. 186 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

Woodard & Company Asset Management Group held 14 shares of iShares US Real Estate ETF worth $1.44K as of Q2 2026.
Woodard & Company Asset Management Group left its iShares US Real Estate ETF share count unchanged in Q2 2026.
iShares US Real Estate ETF made up ﹤0.01% of Woodard & Company Asset Management Group's portfolio in Q2 2026, its #170 holding.
Woodard & Company Asset Management Group first reported a position in iShares US Real Estate ETF in Q4 2021 and has held it in 18 quarters since.
186 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Woodard & Company Asset Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.