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Alhambra Investment Management’s iShares US Real Estate ETF IYR Stock Holding History

Alhambra Investment Management’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 		$437K Buy
4,271
+494
+13% +$50.1K 0.19% 108
2026
Q1 		$357K Buy
3,777
+169
+5% +$16.4K 0.16% 121
2025
Q4 		$339K Sell
3,608
-523
-13% -$49.8K 0.16% 128
2025
Q3 		$401K Sell
4,131
-457
-10% -$44K 0.19% 109
2025
Q2 		$435K Sell
4,588
-65
-1% -$6.07K 0.22% 103
2025
Q1 		$446K Buy
4,653
+667
+17% +$63.4K 0.23% 96
2024
Q4 		$371K Buy
3,986
+640
+19% +$63.1K 0.19% 113
2024
Q3 		$341K Buy
3,346
+43
+1% +$4.14K 0.18% 124
2024
Q2 		$290K Sell
3,303
-5,315
-62% -$456K 0.16% 136
2024
Q1 		$775K Buy
8,618
+124
+1% +$11K 0.42% 62
2023
Q4 		$776K Sell
8,494
-107
-1% -$8.76K 0.46% 60
2023
Q3 		$672K Sell
8,601
-268
-3% -$22.8K 0.44% 62
2023
Q2 		$768K Sell
8,869
-1,749
-16% -$147K 0.51% 51
2023
Q1 		$901K Sell
10,618
-22,904
-68% -$2M 0.62% 48
2022
Q4 		$2.82M Sell
33,522
-8,844
-21% -$743K 2.06% 8
2022
Q3 		$3.45M Buy
42,366
+1,466
+4% +$139K 2.62% 4
2022
Q2 		$3.76M Buy
40,900
+4,125
+11% +$411K 2.72% 4
2022
Q1 		$3.98M Buy
36,775
+2,664
+8% +$281K 2.63% 4
2021
Q4 		$3.96M Buy
34,111
+1,025
+3% +$112K 2.77% 3
2021
Q3 		$3.39M Sell
33,086
-24,987
-43% -$2.66M 2.59% 3
2021
Q2 		$5.92M Sell
58,073
-3,742
-6% -$371K 4.44% 3
2021
Q1 		$5.68M Buy
61,815
+16,215
+36% +$1.42M 4.58% 3
2020
Q4 		$3.91M Sell
45,600
-2,008
-4% -$167K 4.16% 4
2020
Q3 		$3.8M Buy
47,608
+20,574
+76% +$1.66M 4.57% 4
2020
Q2 		$2.13M Buy
27,034
+3,140
+13% +$238K 2.8% 8
2020
Q1 		$1.66M Buy
23,894
+312
+1% +$27.6K 2.72% 8
2019
Q4 		$2.19M Buy
+23,582
New +$2.19M 2.53% 6

Other funds holding IYR

AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03T AUM 1% 1-Year Est. Return
WI
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
DI
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
UW
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
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Alhambra Investment Management's IYR Position: Q2 2026 in Review

Alhambra Investment Management increased its iShares US Real Estate ETF (IYR) stake by 13% in Q2 2026, buying an estimated $50.1K and bringing the position to 4,271 shares worth $437K. The position accounts for 0.19% of the portfolio, ranked #108.

Alhambra Investment Management first reported a position in IYR in Q4 2019 and has held it in 27 quarters since. The position peaked at $5.92M in Q2 2021. 159 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Alhambra Investment Management held 4,271 shares of iShares US Real Estate ETF worth $437K as of Q2 2026.
  • Alhambra Investment Management bought 494 iShares US Real Estate ETF shares in Q2 2026, an estimated $50.1K.
  • iShares US Real Estate ETF made up 0.19% of Alhambra Investment Management's portfolio in Q2 2026, its #108 holding.
  • Alhambra Investment Management first reported a position in iShares US Real Estate ETF in Q4 2019 and has held it in 27 quarters since.
  • Alhambra Investment Management's iShares US Real Estate ETF position peaked at $5.92M in Q2 2021.
  • 159 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Alhambra Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.