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

CoreCap 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
Q3 		$84.1K Buy
885
+436
+97% +$44.8K ﹤0.01% 1175
2026
Q2 		$45.9K Hold
449
– – ﹤0.01% 1447
2026
Q1 		$42.5K Hold
449
– – ﹤0.01% 1375
2025
Q4 		$42.2K Sell
449
-39
-8% -$3.72K ﹤0.01% 1403
2025
Q3 		$47.4K Sell
488
-12,589
-96% -$1.21M ﹤0.01% 1344
2025
Q2 		$1.24M Buy
13,077
+12,122
+1,269% +$1.13M 0.05% 307
2025
Q1 		$91.4K Sell
955
-49,017
-98% -$4.66M ﹤0.01% 940
2024
Q4 		$4.65M Buy
49,972
+18,372
+58% +$1.81M 0.21% 89
2024
Q3 		$3.22M Buy
+31,600
New +$3.04M 0.15% 141
2024
Q2 		– Sell
-958
Closed -$86.1K – 2128
2024
Q1 		$86.1K Buy
+958
New +$84.7K ﹤0.01% 901
2022
Q4 		$129K Buy
+1,538
New +$129K 0.01% 642
2022
Q3 		– Sell
-3,569
Closed -$328K – 1318
2022
Q2 		$328K Sell
3,569
-4,611
-56% -$460K 0.03% 408
2022
Q1 		$885K Sell
8,180
-3,355
-29% -$354K 0.06% 245
2021
Q4 		$1.34M Buy
+11,535
New +$1.26M 0.09% 180

Other funds holding IYR

LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
CFP
Cypress Financial Planning Haddon Heights, New Jersey $373M AUM 6.05% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
TMWM
Taylor & Morgan Wealth Management Flint, Michigan $208M AUM 15.78% 1-Year Est. Return

CoreCap Advisors's IYR Position: Q3 2026 in Review

CoreCap Advisors increased its iShares US Real Estate ETF (IYR) stake by 97% in Q3 2026, buying an estimated $44.8K and bringing the position to 885 shares worth $84.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1175.

CoreCap Advisors first reported a position in IYR in Q4 2021 and has held it in 14 quarters since. The position peaked at $4.65M in Q4 2024. 21 funds tracked by Wall St. Rank hold IYR as of Q3 2026.

  • CoreCap Advisors held 885 shares of iShares US Real Estate ETF worth $84.1K as of Q3 2026.
  • CoreCap Advisors bought 436 iShares US Real Estate ETF shares in Q3 2026, an estimated $44.8K.
  • iShares US Real Estate ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1175 holding.
  • CoreCap Advisors first reported a position in iShares US Real Estate ETF in Q4 2021 and has held it in 14 quarters since.
  • CoreCap Advisors's iShares US Real Estate ETF position peaked at $4.65M in Q4 2024.
  • 21 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.