CPA
IYR icon

Capital Performance Advisors’s iShares US Real Estate ETF IYR Stock Holding History

Capital Performance Advisors’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 		$416K Buy
+4,069
New +$413K 0.03% 189
2024
Q4 		– Sell
-40
Closed -$4.08K – 1414
2024
Q3 		$4.08K Buy
+40
New +$3.85K ﹤0.01% 1196

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
UBS Group
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

Capital Performance Advisors's IYR Position: Q2 2026 in Review

Capital Performance Advisors opened a new position in iShares US Real Estate ETF (IYR) in Q2 2026: 4,069 shares worth $416K. The stake represents 0.03% of the portfolio and ranks #189 among its holdings. This is a return to the name: Capital Performance Advisors previously reported a position in IYR as recently as Q3 2024.

Capital Performance Advisors first reported a position in IYR in Q3 2024 and has held it in 2 quarters since. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Capital Performance Advisors held 4,069 shares of iShares US Real Estate ETF worth $416K as of Q2 2026.
  • iShares US Real Estate ETF was a new Capital Performance Advisors position in Q2 2026.
  • iShares US Real Estate ETF made up 0.03% of Capital Performance Advisors's portfolio in Q2 2026, its #189 holding.
  • Capital Performance Advisors first reported a position in iShares US Real Estate ETF in Q3 2024 and has held it in 2 quarters since.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.