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Cordant Inc’s iShares US Real Estate ETF IYR Stock Holding History

Cordant Inc’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 		$1.93M Sell
18,855
-432
-2% -$43.8K 0.69% 24
2026
Q1 		$1.82M Sell
19,287
-47
-0.2% -$4.57K 0.74% 23
2025
Q4 		$1.82M Sell
19,334
-643
-3% -$61.3K 0.76% 23
2025
Q3 		$1.94M Sell
19,977
-383
-2% -$36.9K 0.88% 21
2025
Q2 		$1.93M Buy
20,360
+3,726
+22% +$348K 0.93% 20
2025
Q1 		$1.59M Sell
16,634
-538
-3% -$51.2K 0.83% 19
2024
Q4 		$1.6M Sell
17,172
-531
-3% -$52.3K 0.84% 19
2024
Q3 		$1.8M Sell
17,703
-559
-3% -$53.8K 0.92% 19
2024
Q2 		$1.6M Sell
18,262
-179
-1% -$15.4K 0.9% 20
2024
Q1 		$1.66M Sell
18,441
-1,054
-5% -$93.2K 0.96% 19
2023
Q4 		$1.78M Sell
19,495
-2,746
-12% -$225K 1.09% 18
2023
Q3 		$1.74M Buy
22,241
+6,020
+37% +$513K 1.15% 16
2023
Q2 		$1.4M Sell
16,221
-1,857
-10% -$156K 0.91% 17
2023
Q1 		$1.53M Sell
18,078
-108
-0.6% -$9.45K 1% 16
2022
Q4 		$1.53M Buy
18,186
+589
+3% +$49.5K 1.03% 16
2022
Q3 		$1.43M Sell
17,597
-475
-3% -$45K 1.05% 16
2022
Q2 		$1.66M Sell
18,072
-1,719
-9% -$171K 1.16% 15
2022
Q1 		$2.14M Sell
19,791
-1,100
-5% -$116K 1.33% 14
2021
Q4 		$2.43M Sell
20,891
-663
-3% -$72.6K 1.42% 16
2021
Q3 		$2.21M Sell
21,554
-393
-2% -$41.8K 1.34% 15
2021
Q2 		$2.24M Hold
21,947
– – 1.42% 15
2021
Q1 		$2.02M Hold
21,947
– – 1.31% 16
2020
Q4 		$1.88M Hold
21,947
– – 1.48% 14
2020
Q3 		$1.75M Sell
21,947
-24
-0.1% -$1.94K 1.48% 14
2020
Q2 		$1.73M Sell
21,971
-103
-0.5% -$7.81K 1.5% 14
2020
Q1 		$1.54M Sell
22,074
-403
-2% -$35.7K 1.58% 14
2019
Q4 		$2.09M Buy
+22,477
New +$2.08M 1.78% 13

Other funds holding IYR

MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 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
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
DWM
Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return
FFC
First Financial Corp Terre Haute, Indiana $289M AUM 28.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cordant Inc's IYR Position: Q2 2026 in Review

Cordant Inc reduced its iShares US Real Estate ETF (IYR) stake by 2.2% in Q2 2026, selling an estimated $43.8K and leaving 18,855 shares worth $1.93M. The position accounts for 0.69% of the portfolio, ranked #24.

Cordant Inc first reported a position in IYR in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.43M in Q4 2021. 65 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Cordant Inc held 18,855 shares of iShares US Real Estate ETF worth $1.93M as of Q2 2026.
  • Cordant Inc sold 432 iShares US Real Estate ETF shares in Q2 2026, an estimated $43.8K.
  • iShares US Real Estate ETF made up 0.69% of Cordant Inc's portfolio in Q2 2026, its #24 holding.
  • Cordant Inc first reported a position in iShares US Real Estate ETF in Q4 2019 and has held it in 27 quarters since.
  • Cordant Inc's iShares US Real Estate ETF position peaked at $2.43M in Q4 2021.
  • 65 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Cordant Inc's 13F filing for Q2 2026, filed 15 Jul 2026.