Apella Capital
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
Q3 		$1.25M Buy
13,299
+16
+0.1% +$1.64K 0.02% 367
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

Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
CIBC Bancorp USA
CIBC Bancorp USA Chicago, Illinois $79.9B AUM
Ilmarinen Mutual Pension Insurance
Ilmarinen Mutual Pension Insurance Helsinki, Finland $15.6B AUM 23.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
SBI Okasan Asset Management
SBI Okasan Asset Management Tokyo, Japan $3.18B AUM 5.76% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Apella Capital's IYR Position: Q3 2026 in Review

Apella Capital increased its iShares US Real Estate ETF (IYR) stake by 0.12% in Q3 2026, buying an estimated $1.64K and bringing the position to 13,299 shares worth $1.25M. The position accounts for 0.02% of the portfolio, ranked #367.

Apella Capital first reported a position in IYR in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.39M in Q2 2026. 406 funds tracked by Wall St. Rank hold IYR as of Q3 2026.

  • Apella Capital held 13,299 shares of iShares US Real Estate ETF worth $1.25M as of Q3 2026.
  • Apella Capital bought 16 iShares US Real Estate ETF shares in Q3 2026, an estimated $1.64K.
  • iShares US Real Estate ETF made up 0.02% of Apella Capital's portfolio in Q3 2026, its #367 holding.
  • Apella Capital first reported a position in iShares US Real Estate ETF in Q2 2023 and has held it in 14 quarters since.
  • Apella Capital's iShares US Real Estate ETF position peaked at $1.39M in Q2 2026.
  • 406 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.