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CCG Wealth Management’s iShares US Real Estate ETF IYR Stock Holding History

CCG Wealth Management’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 		$463K Sell
4,533
-76
-2% -$7.71K 0.11% 97
2026
Q1 		$436K Buy
+4,609
New +$448K 0.12% 93

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

CCG Wealth Management's IYR Position: Q2 2026 in Review

CCG Wealth Management reduced its iShares US Real Estate ETF (IYR) stake by 1.6% in Q2 2026, selling an estimated $7.71K and leaving 4,533 shares worth $463K. The position accounts for 0.11% of the portfolio, ranked #97.

CCG Wealth Management first reported a position in IYR in Q1 2026 and has held it in 2 quarters since. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • CCG Wealth Management held 4,533 shares of iShares US Real Estate ETF worth $463K as of Q2 2026.
  • CCG Wealth Management sold 76 iShares US Real Estate ETF shares in Q2 2026, an estimated $7.71K.
  • iShares US Real Estate ETF made up 0.11% of CCG Wealth Management's portfolio in Q2 2026, its #97 holding.
  • CCG Wealth Management first reported a position in iShares US Real Estate ETF in Q1 2026 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 CCG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.