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

Aptus Capital Advisors’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	$400K	Sell	3,910 -876	-18%	-$88.9K	﹤0.01%	852
2026 Q1	$453K	Sell	4,786 -272	-5%	-$26.4K	﹤0.01%	742
2025 Q4	$475K	Buy	5,058 +1,325	+35%	+$126K	﹤0.01%	747
2025 Q3	$362K	Sell	3,733 -465	-11%	-$44.7K	﹤0.01%	794
2025 Q2	$398K	Sell	4,198 -748	-15%	-$69.8K	﹤0.01%	741
2025 Q1	$474K	Sell	4,946 -4,409	-47%	-$419K	﹤0.01%	653
2024 Q4	$871K	Buy	+9,355	New	+$922K	0.01%	521
2023 Q4	–	Sell	-42	Closed	-$3.28K	–	950
2023 Q3	$3.28K	Hold	42	–	–	﹤0.01%	849
2023 Q2	$3.63K	Sell	42 -127	-75%	-$10.7K	﹤0.01%	741
2023 Q1	$14.3K	Buy	+169	New	+$14.8K	﹤0.01%	656
2021 Q1	–	Sell	-11	Closed	–	–	540
2020 Q4	$0	Hold	11	–	–	﹤0.01%	500
2020 Q3	$0	Sell	11 -1,470	-99%	-$119K	﹤0.01%	485
2020 Q2	$116K	Buy	1,481 +1,470	+13,364%	+$111K	0.01%	282
2020 Q1	$0	Hold	11	–	–	﹤0.01%	467
2019 Q4	$1K	Buy	+11	New	+$1.02K	﹤0.01%	494

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

Aptus Capital Advisors's IYR Position: Q2 2026 in Review

Aptus Capital Advisors reduced its iShares US Real Estate ETF (IYR) stake by 18% in Q2 2026, selling an estimated $88.9K and leaving 3,910 shares worth $400K. The position accounts for ﹤0.01% of the portfolio, ranked #852.

Aptus Capital Advisors first reported a position in IYR in Q4 2019 and has held it in 15 quarters since. The position peaked at $871K in Q4 2024. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

Aptus Capital Advisors held 3,910 shares of iShares US Real Estate ETF worth $400K as of Q2 2026.
Aptus Capital Advisors sold 876 iShares US Real Estate ETF shares in Q2 2026, an estimated $88.9K.
iShares US Real Estate ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #852 holding.
Aptus Capital Advisors first reported a position in iShares US Real Estate ETF in Q4 2019 and has held it in 15 quarters since.
Aptus Capital Advisors's iShares US Real Estate ETF position peaked at $871K in Q4 2024.
486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.