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

American Capital Advisory’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 		$2.56K Buy
+25
New +$2.54K ﹤0.01% 570

Other funds holding IYR

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

American Capital Advisory's IYR Position: Q2 2026 in Review

American Capital Advisory opened a new position in iShares US Real Estate ETF (IYR) in Q2 2026: 25 shares worth $2.56K. The stake represents ﹤0.01% of the portfolio and ranks #570 among its holdings.

167 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • American Capital Advisory held 25 shares of iShares US Real Estate ETF worth $2.56K as of Q2 2026.
  • iShares US Real Estate ETF was a new American Capital Advisory position in Q2 2026.
  • iShares US Real Estate ETF made up ﹤0.01% of American Capital Advisory's portfolio in Q2 2026, its #570 holding.
  • 167 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.