Cape Cod Five Cents Savings Bank’s iShares US Real Estate ETF IYR Stock Holding History

Cape Cod Five Cents Savings Bank’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
2025 Q4	$215K	Hold	2,112	–	–	0.02%	180
2025 Q3	$215K	Hold	2,112	–	–	0.02%	180
2025 Q2	$215K	Hold	2,112	–	–	0.02%	180
2025 Q1	$215K	Hold	2,112	–	–	0.02%	180
2024 Q4	$215K	Hold	2,112	–	–	0.02%	180
2024 Q3	$215K	Buy	+2,112	New	+$203K	0.02%	180
2024 Q2	–	Sell	-2,269	Closed	-$204K	–	194
2024 Q1	$204K	Sell	2,269 -864	-28%	-$76.4K	0.02%	186
2023 Q4	$286K	Sell	3,133 -5,423	-63%	-$444K	0.03%	166
2023 Q3	$669K	Buy	8,556 +3,909	+84%	+$333K	0.04%	152
2023 Q2	$402K	Sell	4,647 -1,441	-24%	-$121K	0.04%	147
2023 Q1	$517K	Sell	6,088 -1,411	-19%	-$123K	0.06%	131
2022 Q4	$631K	Buy	+7,499	New	+$630K	0.07%	131

Other funds holding IYR

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

CWM

CIBC World Markets New York $20.8B AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cape Cod Five Cents Savings Bank's IYR Position: Q4 2025 in Review

Cape Cod Five Cents Savings Bank held its iShares US Real Estate ETF (IYR) position steady in Q4 2025 at 2,112 shares worth $215K. The position accounts for 0.02% of the portfolio, ranked #180.

Cape Cod Five Cents Savings Bank first reported a position in IYR in Q4 2022 and has held it in 12 quarters since. The position peaked at $669K in Q3 2023. 476 funds tracked by Wall St. Rank hold IYR as of Q4 2025.

Cape Cod Five Cents Savings Bank held 2,112 shares of iShares US Real Estate ETF worth $215K as of Q4 2025.
Cape Cod Five Cents Savings Bank left its iShares US Real Estate ETF share count unchanged in Q4 2025.
iShares US Real Estate ETF made up 0.02% of Cape Cod Five Cents Savings Bank's portfolio in Q4 2025, its #180 holding.
Cape Cod Five Cents Savings Bank first reported a position in iShares US Real Estate ETF in Q4 2022 and has held it in 12 quarters since.
Cape Cod Five Cents Savings Bank's iShares US Real Estate ETF position peaked at $669K in Q3 2023.
476 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2025.

Based on Cape Cod Five Cents Savings Bank's 13F filing for Q4 2025, filed 13 Feb 2026.