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

Bear Mountain 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	$247K	Sell	2,388 -92	-4%	-$9.34K	0.07%	38
2026 Q1	$256K	Sell	2,480 -271	-10%	-$26.3K	0.08%	36
2025 Q4	$267K	Buy	2,751 +983	+56%	+$93.7K	0.09%	37
2025 Q3	$173K	Sell	1,768 -70	-4%	-$6.74K	0.06%	41
2025 Q2	$176K	Sell	1,838 -10	-0.5%	-$933	0.06%	39
2025 Q1	$173K	Sell	1,848 -118	-6%	-$11.2K	0.07%	39
2024 Q4	$186K	Buy	1,966 +216	+12%	+$21.3K	0.07%	36
2024 Q3	$177K	Sell	1,750 -10	-0.6%	-$963	0.07%	42
2024 Q2	$161K	Sell	1,760 -244	-12%	-$20.9K	0.07%	44
2024 Q1	$164K	Sell	2,004 -94	-4%	-$8.31K	0.07%	44
2023 Q4	$188K	Buy	+2,098	New	+$172K	0.08%	44

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

Bear Mountain Capital's IYR Position: Q2 2026 in Review

Bear Mountain Capital reduced its iShares US Real Estate ETF (IYR) stake by 3.7% in Q2 2026, selling an estimated $9.34K and leaving 2,388 shares worth $247K. The position accounts for 0.07% of the portfolio, ranked #38.

Bear Mountain Capital first reported a position in IYR in Q4 2023 and has held it in 11 quarters since. The position peaked at $267K in Q4 2025. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

Bear Mountain Capital held 2,388 shares of iShares US Real Estate ETF worth $247K as of Q2 2026.
Bear Mountain Capital sold 92 iShares US Real Estate ETF shares in Q2 2026, an estimated $9.34K.
iShares US Real Estate ETF made up 0.07% of Bear Mountain Capital's portfolio in Q2 2026, its #38 holding.
Bear Mountain Capital first reported a position in iShares US Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
Bear Mountain Capital's iShares US Real Estate ETF position peaked at $267K in Q4 2025.
486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Bear Mountain Capital's 13F filing for Q2 2026, filed 20 Jul 2026.