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

Caldwell Sutter 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 Q1	$18.5K	Hold	196	–	–	0.01%	496
2025 Q4	$18.4K	Hold	196	–	–	0.01%	481
2025 Q3	$19K	Hold	196	–	–	0.01%	480
2025 Q2	$18.6K	Hold	196	–	–	0.01%	471
2025 Q1	$18.8K	Hold	196	–	–	0.01%	472
2024 Q4	$18.2K	Hold	196	–	–	0.01%	486
2024 Q3	$20K	Hold	196	–	–	0.01%	482
2024 Q2	$17.2K	Buy	196 +30	+18%	+$2.57K	0.01%	498
2024 Q1	$14.9K	Hold	166	–	–	0.01%	502
2023 Q4	$15.2K	Hold	166	–	–	0.01%	497
2023 Q3	$13K	Hold	166	–	–	0.01%	494
2023 Q2	$14.4K	Hold	166	–	–	0.01%	485
2023 Q1	$14.1K	Buy	+166	New	+$14.5K	0.01%	371

Other funds holding IYR

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIBC Bancorp USA Chicago, Illinois $74B AUM

BNP Paribas Financial Markets

BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return