Cape Investment Advisory’s iShares US Real Estate ETF IYR Stock Holding History

Cape Investment Advisory’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	$11.9K	Buy	+116	New	+$11.8K	﹤0.01%	821
2026 Q1	–	Sell	-234	Closed	-$22K	–	714
2025 Q4	$22K	Sell	234 -58	-20%	-$5.53K	0.01%	589
2025 Q3	$28.3K	Sell	292 -36	-11%	-$3.46K	0.03%	285
2025 Q2	$31.1K	Sell	328 -17	-5%	-$1.59K	0.01%	438
2025 Q1	$33K	Sell	345 -97	-22%	-$9.23K	0.01%	404
2024 Q4	$41.1K	Sell	442 -21	-5%	-$2.07K	0.02%	353
2024 Q3	$47.2K	Sell	463 -93	-17%	-$8.96K	0.02%	328
2024 Q2	$48.8K	Buy	556 +9	+2%	+$772	0.02%	298
2024 Q1	$49.2K	Buy	547 +43	+9%	+$3.8K	0.02%	310
2023 Q4	$46.1K	Buy	504 +43	+9%	+$3.52K	0.02%	363
2023 Q3	$36K	Buy	461 +2	+0.4%	+$170	0.02%	349
2023 Q2	$39.7K	Sell	459 -15	-3%	-$1.26K	0.02%	323
2023 Q1	$40.2K	Buy	+474	New	+$41.5K	0.02%	301

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

Cape Investment Advisory's IYR Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in iShares US Real Estate ETF (IYR) in Q2 2026: 116 shares worth $11.9K. The stake represents ﹤0.01% of the portfolio and ranks #821 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in IYR as recently as Q4 2025.

Cape Investment Advisory first reported a position in IYR in Q1 2023 and has held it in 13 quarters since. The position peaked at $49.2K in Q1 2024. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

Cape Investment Advisory held 116 shares of iShares US Real Estate ETF worth $11.9K as of Q2 2026.
iShares US Real Estate ETF was a new Cape Investment Advisory position in Q2 2026.
iShares US Real Estate ETF made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #821 holding.
Cape Investment Advisory first reported a position in iShares US Real Estate ETF in Q1 2023 and has held it in 13 quarters since.
Cape Investment Advisory's iShares US Real Estate ETF position peaked at $49.2K in Q1 2024.
486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.