AC
IYR icon

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

Apella 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 		$1.39M Sell
13,283
-93
-0.7% -$9.44K 0.02% 319
2026
Q1 		$1.38M Buy
13,376
+1,705
+15% +$166K 0.02% 312
2025
Q4 		$1.1M Buy
11,671
+8,658
+287% +$825K 0.02% 264
2025
Q3 		$290K Buy
3,013
+24
+0.8% +$2.31K 0.01% 399
2025
Q2 		$284K Buy
2,989
+16
+0.5% +$1.49K 0.01% 359
2025
Q1 		$266K Buy
2,973
+7
+0.2% +$666 0.01% 326
2024
Q4 		$276K Buy
2,966
+25
+0.9% +$2.46K 0.01% 294
2024
Q3 		$297K Buy
2,941
+21
+0.7% +$2.02K 0.01% 273
2024
Q2 		$256K Buy
2,920
+18
+0.6% +$1.54K 0.01% 276
2024
Q1 		$259K Buy
2,902
+11
+0.4% +$973 0.01% 261
2023
Q4 		$260K Sell
2,891
-1,140
-28% -$93.3K 0.01% 252
2023
Q3 		$315K Sell
4,031
-180
-4% -$15.3K 0.02% 210
2023
Q2 		$364K Buy
+4,211
New +$354K 0.03% 193

Other funds holding IYR

MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 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
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
DWM
Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return

Apella Capital's IYR Position: Q2 2026 in Review

Apella Capital reduced its iShares US Real Estate ETF (IYR) stake by 0.7% in Q2 2026, selling an estimated $9.44K and leaving 13,283 shares worth $1.39M. The position accounts for 0.02% of the portfolio, ranked #319.

Apella Capital first reported a position in IYR in Q2 2023 and has held it in 13 quarters since. 70 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Apella Capital held 13,283 shares of iShares US Real Estate ETF worth $1.39M as of Q2 2026.
  • Apella Capital sold 93 iShares US Real Estate ETF shares in Q2 2026, an estimated $9.44K.
  • iShares US Real Estate ETF made up 0.02% of Apella Capital's portfolio in Q2 2026, its #319 holding.
  • Apella Capital first reported a position in iShares US Real Estate ETF in Q2 2023 and has held it in 13 quarters since.
  • 70 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.