AlphaCore Capital’s iShares US Real Estate ETF IYR Stock Holding History

AlphaCore Capital’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	–	Sell	-500	Closed	-$50.7K	–	1513
2026 Q1	$47.3K	Hold	500	–	–	﹤0.01%	1008
2025 Q4	$46.9K	Buy	+500	New	+$47.7K	﹤0.01%	1165
2022 Q1	–	Sell	-205	Closed	-$24K	–	154
2021 Q4	$24K	Buy	205 +3	+1%	+$329	0.01%	80
2021 Q3	$21K	Hold	202	–	–	0.01%	98
2021 Q2	$21K	Buy	+202	New	+$20.1K	0.01%	62

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

AlphaCore Capital's IYR Position: Q2 2026 in Review

AlphaCore Capital sold out of iShares US Real Estate ETF (IYR) in Q2 2026, closing a stake of 500 shares — an estimated $50.7K sold.

AlphaCore Capital first reported a position in IYR in Q2 2021 and held it in 5 quarters. The position peaked at $47.3K in Q1 2026. 487 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

AlphaCore Capital reported no remaining iShares US Real Estate ETF position as of Q2 2026 after selling out during the quarter.
AlphaCore Capital sold 500 iShares US Real Estate ETF shares in Q2 2026, an estimated $50.7K.
AlphaCore Capital first reported a position in iShares US Real Estate ETF in Q2 2021 and held it in 5 quarters.
AlphaCore Capital's iShares US Real Estate ETF position peaked at $47.3K in Q1 2026.
487 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.