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Clear Creek Financial Management’s iShares US Real Estate ETF IYR Stock Holding History

Clear Creek Financial 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 		$532K Sell
5,206
-278
-5% -$28.2K 0.03% 399
2026
Q1 		$519K Sell
5,484
-58
-1% -$5.63K 0.04% 382
2025
Q4 		$520K Sell
5,542
-448
-7% -$42.7K 0.04% 375
2025
Q3 		$581K Sell
5,990
-33,289
-85% -$3.2M 0.05% 336
2025
Q2 		$3.72M Buy
39,279
+31,799
+425% +$2.97M 0.35% 59
2025
Q1 		$716K Sell
7,480
-148,088
-95% -$14.1M 0.07% 248
2024
Q4 		$14.5M Buy
155,568
+137,399
+756% +$13.5M 1.56% 12
2024
Q3 		$1.85M Buy
18,169
+11,208
+161% +$1.08M 0.21% 99
2024
Q2 		$611K Sell
6,961
-760
-10% -$65.2K 0.07% 225
2024
Q1 		$694K Buy
7,721
+3,840
+99% +$340K 0.09% 197
2023
Q4 		$355K Sell
3,881
-16
-0.4% -$1.31K 0.06% 238
2023
Q3 		$305K Sell
3,897
-823
-17% -$70.1K 0.05% 236
2023
Q2 		$408K Sell
4,720
-25
-0.5% -$2.1K 0.07% 203
2023
Q1 		$403K Hold
4,745
– – 0.08% 186
2022
Q4 		$399K Sell
4,745
-973
-17% -$81.7K 0.09% 174
2022
Q3 		$466K Sell
5,718
-3,145
-35% -$298K 0.1% 147
2022
Q2 		$815K Sell
8,863
-66,017
-88% -$6.58M 0.17% 110
2022
Q1 		$8.1M Sell
74,880
-8,779
-10% -$927K 1.27% 16
2021
Q4 		$9.72M Buy
83,659
+24,933
+42% +$2.73M 1.46% 16
2021
Q3 		$6.01M Buy
+58,726
New +$6.25M 0.97% 26

Other funds holding IYR

AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03T AUM 1% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
DI
DDFG Inc Thousand Oaks, California $504M AUM 18.61% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Clear Creek Financial Management's IYR Position: Q2 2026 in Review

Clear Creek Financial Management reduced its iShares US Real Estate ETF (IYR) stake by 5.1% in Q2 2026, selling an estimated $28.2K and leaving 5,206 shares worth $532K. The position accounts for 0.03% of the portfolio, ranked #399.

Clear Creek Financial Management first reported a position in IYR in Q3 2021 and has held it in 20 quarters since. The position peaked at $14.5M in Q4 2024. 159 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Clear Creek Financial Management held 5,206 shares of iShares US Real Estate ETF worth $532K as of Q2 2026.
  • Clear Creek Financial Management sold 278 iShares US Real Estate ETF shares in Q2 2026, an estimated $28.2K.
  • iShares US Real Estate ETF made up 0.03% of Clear Creek Financial Management's portfolio in Q2 2026, its #399 holding.
  • Clear Creek Financial Management first reported a position in iShares US Real Estate ETF in Q3 2021 and has held it in 20 quarters since.
  • Clear Creek Financial Management's iShares US Real Estate ETF position peaked at $14.5M in Q4 2024.
  • 159 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.