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 Q2	$20K	Hold	196	–	–	0.01%	525
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 $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

Caldwell Sutter Capital's IYR Position: Q2 2026 in Review

Caldwell Sutter Capital held its iShares US Real Estate ETF (IYR) position steady in Q2 2026 at 196 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #525.

Caldwell Sutter Capital first reported a position in IYR in Q1 2023 and has held it in 14 quarters since. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

Caldwell Sutter Capital held 196 shares of iShares US Real Estate ETF worth $20K as of Q2 2026.
Caldwell Sutter Capital left its iShares US Real Estate ETF share count unchanged in Q2 2026.
iShares US Real Estate ETF made up 0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #525 holding.
Caldwell Sutter Capital first reported a position in iShares US Real Estate ETF in Q1 2023 and has held it in 14 quarters since.
486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.