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

Capital Investment Advisory Services’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 		– Sell
-5
Closed -$493 – 1235
2025
Q4 		$493 Sell
5
-16
-76% -$1.52K ﹤0.01% 1155
2025
Q3 		$2.04K Hold
21
– – ﹤0.01% 1059
2025
Q2 		$1.99K Hold
21
– – ﹤0.01% 1030
2025
Q1 		$2.01K Sell
21
-150
-88% -$14.3K ﹤0.01% 963
2024
Q4 		$15.9K Hold
171
– – ﹤0.01% 782
2024
Q3 		$17.4K Hold
171
– – ﹤0.01% 805
2024
Q2 		$15K Sell
171
-449
-72% -$38.5K ﹤0.01% 795
2024
Q1 		$55.7K Buy
620
+2
+0.3% +$177 0.01% 641
2023
Q4 		$56.5K Buy
618
+9
+1% +$737 0.01% 653
2023
Q3 		$47.6K Hold
609
– – ﹤0.01% 632
2023
Q2 		$52.7K Buy
609
+23
+4% +$1.93K 0.01% 597
2023
Q1 		$49.8K Buy
586
+2
+0.3% +$175 0.01% 599
2022
Q4 		$49.1K Buy
584
+434
+289% +$36.4K 0.01% 617
2022
Q3 		$12K Hold
150
– – ﹤0.01% 679
2022
Q2 		$14K Hold
150
– – ﹤0.01% 693
2022
Q1 		$16K Hold
150
– – ﹤0.01% 711
2021
Q4 		$17K Hold
150
– – ﹤0.01% 688
2021
Q3 		$15K Hold
150
– – ﹤0.01% 653
2021
Q2 		$15K Hold
150
– – ﹤0.01% 681
2021
Q1 		$14K Hold
150
– – ﹤0.01% 635
2020
Q4 		$13K Hold
150
– – ﹤0.01% 602
2020
Q3 		$12K Buy
+150
New +$12.1K ﹤0.01% 536

Other funds holding IYR

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
IMPI
Ilmarinen Mutual Pension Insurance Helsinki, Finland $14.8B AUM 26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Investment Advisory Services's IYR Position: Q1 2026 in Review

Capital Investment Advisory Services sold out of iShares US Real Estate ETF (IYR) in Q1 2026, closing a stake of 5 shares — an estimated $493 sold.

Capital Investment Advisory Services first reported a position in IYR in Q3 2020 and held it in 22 quarters. The position peaked at $56.5K in Q4 2023. 460 funds tracked by Wall St. Rank hold IYR as of Q1 2026.

  • Capital Investment Advisory Services reported no remaining iShares US Real Estate ETF position as of Q1 2026 after selling out during the quarter.
  • Capital Investment Advisory Services sold 5 iShares US Real Estate ETF shares in Q1 2026, an estimated $493.
  • Capital Investment Advisory Services first reported a position in iShares US Real Estate ETF in Q3 2020 and held it in 22 quarters.
  • Capital Investment Advisory Services's iShares US Real Estate ETF position peaked at $56.5K in Q4 2023.
  • 460 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2026.

Based on Capital Investment Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.