Capstone Triton Financial Group’s iShares US Real Estate ETF IYR Stock Holding History

Capstone Triton Financial Group’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
2024 Q4	$736K	Sell	7,910 -146	-2%	-$14.4K	0.46%	71
2024 Q3	$821K	Sell	8,056 -41	-0.5%	-$3.95K	0.53%	65
2024 Q2	$710K	Buy	8,097 +174	+2%	+$14.9K	0.5%	64
2024 Q1	$712K	Buy	7,923 +25	+0.3%	+$2.21K	0.51%	63
2023 Q4	$722K	Sell	7,898 -28	-0.4%	-$2.29K	0.53%	57
2023 Q3	$619K	Sell	7,926 -246	-3%	-$21K	0.45%	64
2023 Q2	$707K	Buy	8,172 +1	+0%	+$84	0.49%	64
2023 Q1	$694K	Sell	8,171 -1,339	-14%	-$117K	0.52%	66
2022 Q4	$801K	Buy	+9,510	New	+$799K	0.64%	58

Other funds holding IYR

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

CWM

CIBC World Markets New York $20.8B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capstone Triton Financial Group's IYR Position: Q4 2024 in Review

Capstone Triton Financial Group reduced its iShares US Real Estate ETF (IYR) stake by 1.8% in Q4 2024, selling an estimated $14.4K and leaving 7,910 shares worth $736K. The position accounts for 0.46% of the portfolio, ranked #71.

Capstone Triton Financial Group first reported a position in IYR in Q4 2022 and has held it in 9 quarters since. The position peaked at $821K in Q3 2024. 515 funds tracked by Wall St. Rank hold IYR as of Q4 2024.

Capstone Triton Financial Group held 7,910 shares of iShares US Real Estate ETF worth $736K as of Q4 2024.
Capstone Triton Financial Group sold 146 iShares US Real Estate ETF shares in Q4 2024, an estimated $14.4K.
iShares US Real Estate ETF made up 0.46% of Capstone Triton Financial Group's portfolio in Q4 2024, its #71 holding.
Capstone Triton Financial Group first reported a position in iShares US Real Estate ETF in Q4 2022 and has held it in 9 quarters since.
Capstone Triton Financial Group's iShares US Real Estate ETF position peaked at $821K in Q3 2024.
515 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2024.

Based on Capstone Triton Financial Group's 13F filing for Q4 2024, filed 10 Mar 2025.