WEG
IYRI

World Equity Group’s NEOS Real Estate High Income ETF IYRI Stock Holding History

World Equity Group’s Portfolio IYRI Stock Details IYRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$216K Buy
4,393
+118
+3% +$5.8K 0.05% 358
2026
Q1 		$202K Buy
4,275
+38
+0.9% +$1.87K 0.05% 359
2025
Q4 		$206K Sell
4,237
-1,335
-24% -$66.2K 0.06% 318
2025
Q3 		$282K Buy
5,572
+730
+15% +$36.8K 0.06% 288
2025
Q2 		$242K Buy
+4,842
New +$240K 0.07% 281

Other funds holding IYRI

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
CCIA
Cherry Creek Investment Advisors Englewood, Colorado $254M AUM 33.86% 1-Year Est. Return
CPL
CAP Partners LLC Franklin, Tennessee $204M AUM 21.73% 1-Year Est. Return
HNWAG
High Net Worth Advisory Group Naples, Florida $471M AUM 22.07% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

World Equity Group's IYRI Position: Q2 2026 in Review

World Equity Group increased its NEOS Real Estate High Income ETF (IYRI) stake by 2.8% in Q2 2026, buying an estimated $5.8K and bringing the position to 4,393 shares worth $216K. The position accounts for 0.05% of the portfolio, ranked #358.

World Equity Group first reported a position in IYRI in Q2 2025 and has held it in 5 quarters since. The position peaked at $282K in Q3 2025. 23 funds tracked by Wall St. Rank hold IYRI as of Q2 2026.

  • World Equity Group held 4,393 shares of NEOS Real Estate High Income ETF worth $216K as of Q2 2026.
  • World Equity Group bought 118 NEOS Real Estate High Income ETF shares in Q2 2026, an estimated $5.8K.
  • NEOS Real Estate High Income ETF made up 0.05% of World Equity Group's portfolio in Q2 2026, its #358 holding.
  • World Equity Group first reported a position in NEOS Real Estate High Income ETF in Q2 2025 and has held it in 5 quarters since.
  • World Equity Group's NEOS Real Estate High Income ETF position peaked at $282K in Q3 2025.
  • 23 funds tracked by Wall St. Rank held NEOS Real Estate High Income ETF as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.